Britixo CRMBritixo CRMEnterprise Help Centre
Ctrl K
Appointments & Scheduling · How-to guide

Company schedule overview

This guide explains the organisation-wide working windows used as the baseline for provider availability and public slot generation. 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: Company scheduleModule v1.3.6
Jump to steps
Where to goAppointments > Company Schedule
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

Understand the organisation-wide working windows used as the baseline for provider availability and public slot generation. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The company schedule stores enabled weekdays and opening/closing times, with a default pattern of Monday to Friday, 09:00 to 17:00.

Staff can inherit this schedule or use staff-specific working hours.

The slot engine combines the applicable daily window with service duration, buffers, blocked dates and conflicts.

Follow these steps

  1. Go to Company Schedule.
  2. Check every weekday and its enabled state.
  3. Verify opening and closing times.
  4. Save the baseline schedule.
  5. Test a provider who is configured to use company hours.

Fields and decisions to review

Enabled dayWeekday on which appointments may normally be offered.
Opening timeStart of the available company window.
Closing timeEnd of the available company window.
Staff inheritanceWhether a provider uses this baseline instead of an override.

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

  • Company hours do not by themselves assign a provider to a service.
  • Closing a weekday affects inherited providers.
  • Timezone and daylight-saving settings must match the organisation's operating context.
  • 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:schedulingavailabilityproviderbooking forminvoicepaymentcheckreportapprovalappointmentserviceremindersfeedbacktimezones
Configure company working hoursConfigure staff working hoursUnderstand appointment time-slot generationTroubleshoot no available appointment time slotsClose the company on specific weekdaysUse the company schedule for staffOverride company hours for a providerConfigure blocked days and holidays