Enable the Today's Appointments widget
Show a compact list of appointments scheduled for the current day on the staff dashboard. 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.
What you’ll accomplish
Show a compact list of appointments scheduled for the current day on the staff dashboard. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How the module flow works
The module registers a staff dashboard widget and checks its enablement setting.
The widget queries appointments for the current date under the user's access context.
Displayed records link back to the normal appointment detail flow.
Follow these steps
- Go to Appointments widget settings.
- Enable Today's Appointments.
- Save.
- Go to the staff dashboard.
- Verify today records and links.
Fields and decisions to review
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
- Timezone can change which appointments count as today.
- Do not rely on the widget as the complete list.
- Check permissions when another user sees fewer records.
- 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.