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Appointments & Scheduling · How-to guide

Choose services shown on the public booking form

Limit the public form to the active services appropriate for website visitors while keeping other services available to staff. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Staff who manage appointmentsFeature: Public service selectionModule v1.3.6
Jump to steps
Where to goAppointments > Booking Form / Settings
Before you startThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: View. A menu, button, provider, time slot or client action can remain hidden when the signed-in user lacks the required permission, the module setting is disabled, the related record is in an ineligible state, or availability validation rejects the request.

What you’ll accomplish

Limit the public form to the active services appropriate for website visitors while keeping other services available to staff. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The booking-form configuration can expose all eligible active services or store a selected subset.

The public controller intersects that configuration with active service and provider eligibility.

A hidden public service can still remain available on staff appointment forms.

Follow these steps

  1. Go to Booking Form settings.
  2. Select all active services or select the permitted subset.
  3. Save.
  4. Go to the public form in a signed-out browser.
  5. Verify only intended services and their providers appear.

Fields and decisions to review

All servicesUses every active, eligible service.
Selected servicesExplicit public subset.
Active stateService must still be enabled.
Provider eligibilityAt least one valid provider must support booking.

How to confirm it worked

After this workflow completes, Britixo keeps the appointment and its supported relationships connected. Reopen the appointment and verify the saved status, date, timezone, customer or lead, service, provider, attendees, reminder state, calendar or meeting reference, invoice reference and history that apply to this feature. External email, SMS, Google, Microsoft or payment outcomes must be checked separately from the Britixo database save.

  • Open the saved appointment and confirm the final status and source.
  • Check the participant, provider, timing and timezone from the full detail page.
  • Review the relevant table filter, calendar, history, report or linked invoice instead of relying only on a success message.

Controls, checks and common mistakes

  • Do not assume selecting an inactive service makes it public.
  • Review the list after adding or retiring services.
  • Use staff-only services outside the public subset.
  • Use the least destructive correction and retain the appointment history when the booking existed operationally.
  • Never bypass a permission, availability, approval, client-access or verification control by changing an unrelated route or setting.
Scheduling and data safetyAppointment changes can notify customers, reserve provider time, update remote calendars, create meeting links or invoices and alter reports. Confirm the exact record, timezone, status and recipients before saving.
Browse connected topics:booking formserviceprovideravailabilityinvoicepaymentcheckreportapprovalappointmentschedulingremindersfeedbacktimezones
Appointments services overviewActivate or disable an appointment serviceTroubleshoot service and provider availabilityPublic booking form overviewCustomise the booking form heading and descriptionAllow guest appointment bookingEnable the client-area booking linkShow provider email or phone on the public form