Appointment cancellation help index
All Britixo help articles related to cancellation.
Configure sales invoice account mappings
Configure sales invoice account mappingsDefine how customer invoices post to accounts receivable, income, discounts, taxes and item-specific accounts.Accounting & Bookkeeping
Open guide →GuideAccounting transaction centre overview
Accounting transaction centre overviewReview operational records by source type, see conversion status and open the accounting details created from each record.Accounting & Bookkeeping
Open guide →GuideConvert sales invoices to Accounting
Convert sales invoices to AccountingCreate balanced accounting entries from eligible Britixo CRM customer invoices and review the receivable, income and tax lines.Accounting & Bookkeeping
Open guide →GuideUse the check register, reprint and void controls
Use the check register, reprint and void controlsTrack check numbers and status, reprint only when justified and retain a clear void history for unusable or cancelled checks.Accounting & Bookkeeping
Open guide →GuideAppointments & 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 →GuideEnable Appointments permissions
Enable Appointments permissionsGrant the minimum View, Create, Edit, Delete, Approve and View Reports capabilities required by each staff role.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 →GuideUnderstand Appointments summary cards
Understand Appointments summary cardsInterpret the status and workload totals shown above appointment lists without confusing live operational counts with financial or performance reports.Appointments & Scheduling
Open guide →GuideFilter appointments by status, date and source
Filter appointments by status, date and sourceFind the exact appointment set using the module's built-in status, date, assignment, relationship and source filters.Appointments & Scheduling
Open guide →GuideUse appointment tooltips and the universal calendar
Use appointment tooltips and the universal calendarReview appointment timing and essential context from calendar entries while keeping access controlled by the Britixo Appointments & Scheduling module.Appointments & Scheduling
Open guide →GuideUpdate an appointment
Update an appointmentChange permitted appointment details while keeping status, calendar, recurrence, reminders and participants consistent.Appointments & Scheduling
Open guide →GuideView the complete appointment record
View the complete appointment recordAudit every part of an appointment from one detail screen, including relationship, service, provider, participants, timing, status, reminders, calendar, invoice, feedback and history.Appointments & Scheduling
Open guide →GuideUnderstand appointment statuses
Understand appointment statusesUse Pending, In Progress, Completed, Cancelled and No Show consistently so notifications, reports, feedback and calendar actions reflect the real outcome.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 →GuideMark an appointment In Progress
Mark an appointment In ProgressMove an approved or pending operational record into active delivery when the appointment begins.Appointments & Scheduling
Open guide →GuideMark an appointment Completed
Mark an appointment CompletedClose a successfully delivered appointment and make it eligible for completed-work reporting and configured feedback activity.Appointments & Scheduling
Open guide →GuideMark an appointment No Show
Mark an appointment No ShowRecord that the participant did not attend while retaining the appointment for accurate service and staff reporting.Appointments & Scheduling
Open guide →GuideCancel an appointment as staff
Cancel an appointment as staffCancel an appointment directly with authorised staff access and preserve the cancellation outcome, communication and history.Appointments & Scheduling
Open guide →GuideChange appointment status from the detail view
Change appointment status from the detail viewUse the state-aware controls on the appointment record instead of editing status indirectly through unrelated fields.Appointments & Scheduling
Open guide →GuideProcess a pending client cancellation request
Process a pending client cancellation requestApprove or reject a customer's request without allowing the client portal to bypass staff control over the appointment lifecycle.Appointments & Scheduling
Open guide →GuideUnderstand status notifications and appointment activity
Understand status notifications and appointment activityTrace which lifecycle actions create history and which configured messages may be sent to customers, providers or attendees.Appointments & Scheduling
Open guide →GuideDelete an appointment safely
Delete an appointment safelyRemove an appointment only when deletion is appropriate and the organisation does not need its status, history, invoice, calendar or feedback evidence.Appointments & Scheduling
Open guide →GuideClose the company on specific weekdays
Close the company on specific weekdaysDisable normal booking availability on recurring closed weekdays such as weekends.Appointments & Scheduling
Open guide →GuideConfigure blocked days and holidays
Configure blocked days and holidaysRemove one-off dates from booking availability without rewriting the normal weekly schedule.Appointments & Scheduling
Open guide →GuideUnderstand busy-time conflict checks
Understand busy-time conflict checksPrevent overlapping appointments by understanding how provider bookings, schedule boundaries and connected calendar data affect availability.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 →GuideClient Appointments portal overview
Client Appointments portal overviewGive authorised customer contacts a self-service area to view, book, cancel, reschedule and download calendar information for their Britixo appointments.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 →GuideBook an appointment from the client portal
Book an appointment from the client portalCreate an external appointment from an authenticated customer's Britixo portal using the contact already associated with the session.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 →GuideRequest appointment cancellation as a client
Request appointment cancellation as a clientSubmit a cancellation request from the client-facing appointment view while leaving the final decision to authorised staff.Appointments & Scheduling
Open guide →GuideApprove a client cancellation request
Approve a client cancellation requestReview the customer's pending request and apply the authorised cancellation flow with history and communication.Appointments & Scheduling
Open guide →GuideRequest appointment rescheduling as a client
Request appointment rescheduling as a clientPropose a new date and time through the client portal without directly overwriting the approved appointment.Appointments & Scheduling
Open guide →GuideApprove a client reschedule request
Approve a client reschedule requestApply a valid requested date and time after checking provider availability, reminders, calendar events and participant communication.Appointments & Scheduling
Open guide →GuideDeny a client reschedule request
Deny a client reschedule requestReject an unsuitable proposed time while retaining the original appointment schedule and a clear request decision.Appointments & Scheduling
Open guide →GuideView appointments on customer and lead records
View appointments on customer and lead recordsUse the module tabs added to customer and lead screens to see related appointment history in context.Appointments & Scheduling
Open guide →GuideUpdate or delete a Google Calendar event
Update or delete a Google Calendar eventKeep the remote event aligned after an appointment changes or remove it when calendar presence is no longer required.Appointments & Scheduling
Open guide →GuideAdd, update or delete an Outlook calendar event
Add, update or delete an Outlook calendar eventMaintain a Microsoft Outlook event connected to the Britixo appointment through the module's calendar actions.Appointments & Scheduling
Open guide →GuideAppointment email templates overview
Appointment email templates overviewManage the Britixo email templates used for appointment approval, cancellation, reminders, updates, feedback and other participant communications.Appointments & Scheduling
Open guide →GuideConfigure appointment SMS triggers
Configure appointment SMS triggersChoose which appointment events send SMS through the main Britixo SMS gateway, including approval, cancellation, reminders and updates.Appointments & Scheduling
Open guide →GuideRequest appointment feedback
Request appointment feedbackInvite the customer to rate or comment on a completed appointment through the module's feedback flow.Appointments & Scheduling
Open guide →GuideStop a recurring appointment
Stop a recurring appointmentPrevent future cycles while preserving the parent and all appointments already generated.Appointments & Scheduling
Open guide →GuideAppointment invoicing overview
Appointment invoicing overviewUnderstand how an eligible Britixo appointment can be converted or automatically linked to a CRM invoice without merging appointment status and financial status.Appointments & Scheduling
Open guide →GuideView the invoice linked to an appointment
View the invoice linked to an appointmentMove between the Britixo appointment and its CRM invoice to compare service delivery with billing and payment status.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 →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 →