Public booking form help index
All Britixo help articles related to booking form.
Appointments & Scheduling module overview
Appointments & Scheduling module overviewUnderstand the complete appointment workspace, its staff, customer and public booking areas, and the records that connect services, providers, calendars, reminders, invoices and feedback.Appointments & Scheduling
Open guide →GuideUnderstand the Appointments menu
Understand the Appointments menuLearn which staff menu options appear and the permission required for each one.Appointments & Scheduling
Open guide →GuidePrepare Appointments & Scheduling for production use
Prepare Appointments & Scheduling for production useComplete the operational checklist required before staff or customers begin making bookings.Appointments & Scheduling
Open guide →GuideUse the Appointments dashboard
Use the Appointments dashboardReview live appointment totals, status distribution, upcoming work and the shortcuts that lead to the operational list, calendar and reports.Appointments & Scheduling
Open guide →GuideCreate a staff-only appointment
Create a staff-only appointmentSchedule an internal meeting or blocked work item without attaching it to a customer contact or lead.Appointments & Scheduling
Open guide →GuideCreate or receive an external contact appointment
Create or receive an external contact appointmentUnderstand how a public or client booking becomes an external appointment associated with contact details and a pending or approved workflow.Appointments & Scheduling
Open guide →GuideAdd and use appointment custom fields
Add and use appointment custom fieldsCapture organisation-specific appointment information through the module's supported custom-field integration.Appointments & Scheduling
Open guide →GuideApprove a pending appointment
Approve a pending appointmentAccept an eligible pending booking and allow configured confirmation, calendar and meeting actions to run.Appointments & Scheduling
Open guide →GuideAppointments services overview
Appointments services overviewUnderstand how bookable services control provider eligibility, duration, buffers, price, colour and public availability.Appointments & Scheduling
Open guide →GuideCreate an appointment service
Create an appointment serviceAdd a new bookable service with the duration, price, colour and provider relationships required by staff and public scheduling.Appointments & Scheduling
Open guide →GuideAssign providers to a service
Assign providers to a serviceControl which staff members appear as eligible providers when a service is selected.Appointments & Scheduling
Open guide →GuideActivate or disable an appointment service
Activate or disable an appointment serviceControl whether a service can be selected for new bookings without removing historical appointment references.Appointments & Scheduling
Open guide →GuideDelete an unused appointment service
Delete an unused appointment serviceRemove a service only after confirming it is not needed for appointment history, reporting or future bookings.Appointments & Scheduling
Open guide →GuideTroubleshoot service and provider availability
Troubleshoot service and provider availabilityIdentify why a service, provider or time slot is missing from staff or public booking choices.Appointments & Scheduling
Open guide →GuideUnderstand appointment time-slot generation
Understand appointment time-slot generationSee how Britixo turns schedule data into selectable appointment starts and why a visually open period may not produce a valid slot.Appointments & Scheduling
Open guide →GuideAllow authorised staff bookings outside normal availability
Allow authorised staff bookings outside normal availabilityUnderstand the staff-side exception that can permit manual scheduling beyond standard hours while keeping public bookings constrained.Appointments & Scheduling
Open guide →GuideTroubleshoot no available appointment time slots
Troubleshoot no available appointment time slotsDiagnose an empty slot list systematically across service, provider, schedule, blocked-date, duration, buffer, conflict and timezone rules.Appointments & Scheduling
Open guide →GuidePublic booking form overview
Public booking form overviewPublish a secure, responsive appointment form that offers only eligible services, providers, dates and times and creates external Britixo appointment records.Appointments & Scheduling
Open guide →GuideChoose services shown on the public booking form
Choose services shown on the public booking formLimit the public form to the active services appropriate for website visitors while keeping other services available to staff.Appointments & Scheduling
Open guide →GuideCustomise the booking form heading and description
Customise the booking form heading and descriptionPresent clear Britixo-branded instructions above the public scheduling form without changing booking logic.Appointments & Scheduling
Open guide →GuideAllow guest appointment booking
Allow guest appointment bookingPermit visitors without a Britixo client login to submit the public appointment form while retaining validation and staff approval controls.Appointments & Scheduling
Open guide →GuideEnable the client-area booking link
Enable the client-area booking linkShow eligible logged-in customer contacts a Britixo Appointments entry and booking action in the client portal.Appointments & Scheduling
Open guide →GuideShow provider email or phone on the public form
Show provider email or phone on the public formControl whether provider contact information is visible to visitors selecting a service provider.Appointments & Scheduling
Open guide →GuideEnable booking terms and conditions
Enable booking terms and conditionsRequire visitors to accept the organisation's booking terms before an external appointment is submitted.Appointments & Scheduling
Open guide →GuideEnable reCAPTCHA on the public booking form
Enable reCAPTCHA on the public booking formReduce automated submissions by activating the module's reCAPTCHA check with the CRM's configured Google keys.Appointments & Scheduling
Open guide →GuideEnable the public booking language selector
Enable the public booking language selectorAllow visitors to switch supported interface language on the public appointment form.Appointments & Scheduling
Open guide →GuideEmbed the appointment booking form on a website
Embed the appointment booking form on a websitePlace the standalone Britixo booking experience inside an external website through the module's iframe-ready public URL.Appointments & Scheduling
Open guide →GuideChange the embedded booking form width and layout
Change the embedded booking form width and layoutAdjust the iframe-friendly public form container so it fits the website column without altering appointment logic.Appointments & Scheduling
Open guide →GuideGrant a contact Appointments permission
Grant a contact Appointments permissionAuthorise one customer contact to use the Britixo client appointment area without granting unrelated customer permissions.Appointments & Scheduling
Open guide →GuideView a public appointment link
View a public appointment linkUse the secure appointment hash link supplied after booking to review the permitted appointment information without exposing the numeric record identifier.Appointments & Scheduling
Open guide →GuideAuto-add approved external appointments to Google Calendar
Auto-add approved external appointments to Google CalendarAutomatically create a Google event when an external booking is approved, subject to the connected staff account and module settings.Appointments & Scheduling
Open guide →GuideAutomatically create an invoice for an eligible booking
Automatically create an invoice for an eligible bookingGenerate a CRM invoice after a qualifying paid-service booking by an authenticated client contact.Appointments & Scheduling
Open guide →GuideUse Appointments history
Use Appointments historyReview the module-wide chronology of appointment creation, updates, approvals, status changes, requests and communications.Appointments & Scheduling
Open guide →GuideEdit appointment history notes
Edit appointment history notesCorrect or clarify the editable note content attached to appointment history without rewriting the underlying lifecycle action.Appointments & Scheduling
Open guide →GuideUse the Appointments analytics dashboard
Use the Appointments analytics dashboardReview operational appointment volume, outcomes, completion rate, staff activity and service demand across a selected period.Appointments & Scheduling
Open guide →GuideFilter appointment reports by date range
Filter appointment reports by date rangeApply a defined reporting period and compare like-for-like appointment performance.Appointments & Scheduling
Open guide →GuideReview staff performance and popular services
Review staff performance and popular servicesUse provider and service report sections to understand workload and demand without treating counts as standalone quality or revenue measures.Appointments & Scheduling
Open guide →GuideEnable the Today's Appointments widget
Enable the Today's Appointments widgetShow a compact list of appointments scheduled for the current day on the staff dashboard.Appointments & Scheduling
Open guide →GuideEnable the Upcoming Appointments widget
Enable the Upcoming Appointments widgetDisplay near-future appointment workload on the staff dashboard using the configured upcoming range.Appointments & Scheduling
Open guide →GuideConfigure the Upcoming Appointments widget range
Configure the Upcoming Appointments widget rangeChoose how far ahead the dashboard widget looks so it stays useful and fast.Appointments & Scheduling
Open guide →GuideTroubleshoot appointment timezone and date display
Troubleshoot appointment timezone and date displayResolve appointments appearing on the wrong day or time across staff, client, calendar, reminder and report views.Appointments & Scheduling
Open guide →GuideTroubleshoot public booking and Appointments permissions
Troubleshoot public booking and Appointments permissionsDiagnose missing menus, forbidden pages, hidden services and failed public submissions without weakening Britixo access controls.Appointments & Scheduling
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