Client portal appointment help index

Britixo CRM workspace overview

Britixo CRM workspace overviewUnderstand how customers, sales, projects, support and reporting connect in one workspace.Getting started

Sign in to the staff admin area

Sign in to the staff admin areaAccess the secure staff workspace and understand login, password and two-factor prompts.Getting started

Complete the initial company setup

Complete the initial company setupConfigure identity, locale, company information, branding and essential operational defaults.Getting started

Understand roles, permissions and visible menus

Understand roles, permissions and visible menusLearn why different users see different menu options and how permissions protect customer and financial data.Getting started

Use global search to find CRM records

Use global search to find CRM recordsFind customers, contacts, leads, invoices, projects, tasks and other records without opening each module.Getting started

Set your profile, language and password

Set your profile, language and passwordKeep personal details, interface language, signature, password and two-factor settings current.Getting started

Understand record statuses and activity history

Understand record statuses and activity historyRead status labels, timelines, notes and audit information before changing a record.Getting started

Prepare Britixo CRM for production use

Prepare Britixo CRM for production useFollow a practical readiness checklist covering email, cron, permissions, payments, backups and testing.Getting started

Use the corporate dashboard

Use the corporate dashboardRead high-level business metrics, recent activity and permission-aware widgets from one screen.Dashboard and navigation

Customise dashboard widgets

Customise dashboard widgetsShow, hide, reorder and reset personal dashboard widgets without changing other users.Dashboard and navigation

Use the top navigation and second header

Use the top navigation and second headerMove quickly between configured menu groups and understand the administrator-controlled second header.Dashboard and navigation

Use the calendar

Use the calendarReview and create calendar events alongside tasks, projects and other dated CRM activity.Dashboard and navigation

Create and manage reminders

Create and manage remindersCreate time-based reminders linked to customers, sales records and other supported items.Dashboard and navigation

Manage your to-do list

Manage your to-do listAdd, reorder, complete and remove personal to-do items.Dashboard and navigation

Use the media library

Use the media libraryUpload, organise and reuse media files available to supported editor fields.Dashboard and navigation

Use bulk PDF export

Use bulk PDF exportCreate downloadable PDF packages for supported sales records in a controlled batch.Dashboard and navigation

Create a customer

Create a customerCreate a company or individual customer record with billing, shipping and account details.Customers and contacts

Edit customer profile and account information

Edit customer profile and account informationUpdate customer identity, address, website, currency, language and account settings.Customers and contacts

Add and manage customer contacts

Add and manage customer contactsCreate portal-enabled contacts, assign email permissions and control contact status.Customers and contacts

Configure customer contact permissions

Configure customer contact permissionsChoose which portal areas a contact may access, including invoices, estimates, projects, contracts and support.Customers and contacts

Manage customer billing and shipping addresses

Manage customer billing and shipping addressesMaintain reusable billing and shipping details for accurate documents and tax handling.Customers and contacts

Use customer groups

Use customer groupsSegment customers for reporting, pricing context and operational organisation.Customers and contacts

Assign staff members to customers

Assign staff members to customersRestrict or organise customer ownership by assigning responsible staff.Customers and contacts

Upload and share customer files

Upload and share customer filesStore attachments and control whether each file is visible in the client portal.Customers and contacts

Add notes and reminders to a customer

Add notes and reminders to a customerRecord internal context and schedule follow-up without exposing private notes to the client.Customers and contacts

Import customers and contacts

Import customers and contactsPrepare a structured import file, map fields and review results before using imported records.Customers and contacts

Deactivate or delete a customer safely

Deactivate or delete a customer safelyUnderstand the difference between status changes and deletion, including linked-record restrictions.Customers and contacts

Create a lead manually

Create a lead manuallyCapture prospect details, source, status, value, tags and assigned staff.Leads and sales pipeline

Use the leads list view

Use the leads list viewFilter, sort, search and perform controlled bulk actions across lead records.Leads and sales pipeline

Use the leads Kanban pipeline

Use the leads Kanban pipelineMove leads between statuses visually and focus on active opportunities.Leads and sales pipeline

Configure lead statuses

Configure lead statusesCreate and order pipeline stages that match the organisation’s qualification process.Leads and sales pipeline

Configure lead sources

Configure lead sourcesTrack where prospects originate for attribution and performance reporting.Leads and sales pipeline

Assign and reassign leads

Assign and reassign leadsTransfer ownership while preserving notes, activity and communication history.Leads and sales pipeline

Add lead notes, activities and attachments

Add lead notes, activities and attachmentsBuild a complete internal timeline of calls, decisions, files and follow-up actions.Leads and sales pipeline

Mark leads as lost or junk

Mark leads as lost or junkRemove unsuitable leads from the active pipeline without immediately deleting their history.Leads and sales pipeline

Convert a lead to a customer

Convert a lead to a customerCreate a customer and contact from a qualified lead while carrying forward relevant information.Leads and sales pipeline

Create a web-to-lead form

Create a web-to-lead formBuild an embeddable form that creates leads automatically from a website.Leads and sales pipeline

Configure lead email integration

Configure lead email integrationCreate leads from incoming email after mailbox, cron and routing settings are correctly configured.Leads and sales pipeline

Create a proposal

Create a proposalPrepare a persuasive sales proposal linked to a lead or customer.Proposals, estimates and requests

Edit proposal content and items

Edit proposal content and itemsUpdate subject, recipient, dates, currency, items, terms and rich proposal content.Proposals, estimates and requests

Send a proposal by email

Send a proposal by emailSend the client-facing proposal link using the configured email template.Proposals, estimates and requests

Track proposal status and acceptance

Track proposal status and acceptanceReview open, revised, accepted and declined activity and preserve acceptance information.Proposals, estimates and requests

Convert a proposal to an estimate or invoice

Convert a proposal to an estimate or invoiceReuse accepted proposal information to create the next sales document without retyping items.Proposals, estimates and requests

Create an estimate

Create an estimateBuild a priced estimate for a customer with items, taxes, discount, dates and terms.Proposals, estimates and requests

Send and manage an estimate

Send and manage an estimateEmail, download, copy, update status and review client acceptance or decline activity.Proposals, estimates and requests

Convert an estimate to an invoice

Convert an estimate to an invoiceGenerate an invoice from an approved estimate while preserving customer and line-item details.Proposals, estimates and requests

Use estimate pipeline view

Use estimate pipeline viewReview estimates visually by status and open records directly from the pipeline.Proposals, estimates and requests

Receive and manage estimate requests

Receive and manage estimate requestsReview customer or public requests, assign staff, change status and convert qualified requests.Proposals, estimates and requests

Create an estimate request form

Create an estimate request formDesign and publish a request form with the fields needed to qualify work.Proposals, estimates and requests

Configure estimate request statuses

Configure estimate request statusesCreate a clear internal workflow for new, reviewed, qualified and closed requests.Proposals, estimates and requests

Create an invoice

Create an invoiceIssue a customer invoice with accurate dates, currency, items, tax, discount and payment terms.Invoices, payments and credit notes

Edit a draft invoice

Edit a draft invoiceCorrect customer details, line items, dates and terms before the invoice is finalised or paid.Invoices, payments and credit notes

Send an invoice to a customer

Send an invoice to a customerDeliver the client portal link and PDF using the invoice email template.Invoices, payments and credit notes

Create and edit a recurring invoice

Create and edit a recurring invoiceConfigure an invoice template that generates future invoices on a defined schedule.Invoices, payments and credit notes

Understand recurring invoice generation

Understand recurring invoice generationLearn how cron, next invoice date and recurrence limits control automated invoice creation.Invoices, payments and credit notes

Record an invoice payment

Record an invoice paymentApply an offline or manually confirmed payment with amount, date, mode and transaction reference.Invoices, payments and credit notes

Record a batch payment

Record a batch paymentAllocate one received amount across multiple outstanding invoices when supported by the selected records.Invoices, payments and credit notes

Manage payment records and receipts

Manage payment records and receiptsReview, email, download or remove payment records according to permissions and accounting controls.Invoices, payments and credit notes

Send overdue invoice notices

Send overdue invoice noticesSend a controlled reminder and understand automated overdue reminder settings.Invoices, payments and credit notes

Pause and resume overdue reminders

Pause and resume overdue remindersTemporarily stop automatic overdue messages for a specific invoice and resume them later.Invoices, payments and credit notes

Create a credit note

Create a credit noteIssue a credit against a customer account with items, taxes and an explanatory reference.Invoices, payments and credit notes

Create a credit note from an invoice

Create a credit note from an invoiceReuse invoice lines when reversing or adjusting all or part of a billed amount.Invoices, payments and credit notes

Apply credit to an invoice

Apply credit to an invoiceAllocate available customer credit to one or more outstanding invoices.Invoices, payments and credit notes

Record and manage a credit note refund

Record and manage a credit note refundDocument money returned to the customer and maintain the remaining credit balance.Invoices, payments and credit notes

Export invoices and sales PDFs

Export invoices and sales PDFsDownload individual or grouped invoice documents for audit, customer service or archiving.Invoices, payments and credit notes

Understand subscriptions in Britixo CRM

Understand subscriptions in Britixo CRMLearn how recurring online billing differs from recurring invoices and when each model is appropriate.Subscriptions and recurring revenue

Create a customer subscription

Create a customer subscriptionConfigure a recurring plan with customer, billing interval, amount, tax and gateway information.Subscriptions and recurring revenue

Edit and synchronise a subscription

Edit and synchronise a subscriptionUpdate supported local settings and synchronise the CRM record with its payment provider.Subscriptions and recurring revenue

Send a subscription link by email

Send a subscription link by emailInvite the customer to review and complete the subscription flow through the client-facing link.Subscriptions and recurring revenue

Cancel or resume a subscription

Cancel or resume a subscriptionControl recurring billing while preserving the history and gateway relationship.Subscriptions and recurring revenue

Configure online payment gateways

Configure online payment gatewaysEnable supported gateways, add credentials, select currencies and test checkout before production use.Subscriptions and recurring revenue

Troubleshoot subscription and webhook updates

Troubleshoot subscription and webhook updatesDiagnose missing status changes, failed charges and webhook or cron communication problems.Subscriptions and recurring revenue

Create an expense

Create an expenseRecord a business cost with category, date, amount, tax, payment mode, customer or project relationship.Expenses, items and finance setup

Attach a receipt to an expense

Attach a receipt to an expenseUpload supporting evidence and keep the file linked to the expense record.Expenses, items and finance setup

Create a recurring expense

Create a recurring expenseSchedule repeat costs and understand how cron creates the future expense records.Expenses, items and finance setup

Convert a billable expense to an invoice

Convert a billable expense to an invoiceCharge a customer for an eligible expense while preserving the source relationship.Expenses, items and finance setup

Import expenses

Import expensesPrepare and validate expense data for controlled bulk import.Expenses, items and finance setup

Configure expense categories

Configure expense categoriesCreate consistent categories for entry, filtering and reporting.Expenses, items and finance setup

Create products and services

Create products and servicesMaintain reusable descriptions, rates, tax defaults and item groups for sales documents.Expenses, items and finance setup

Import and organise invoice items

Import and organise invoice itemsBulk-load items, group them logically and keep standard rates current.Expenses, items and finance setup

Configure taxes

Configure taxesCreate named tax rates that can be selected on items, invoices, estimates and expenses.Expenses, items and finance setup

Configure currencies and base currency

Configure currencies and base currencyAdd supported currencies and understand the restrictions around the system base currency.Expenses, items and finance setup

Configure payment modes

Configure payment modesDefine offline payment methods and control which options are shown to customers.Expenses, items and finance setup

Create a project

Create a projectSet up a customer project with dates, billing type, members, progress and visibility options.Projects, tasks and time tracking

Configure project members and permissions

Configure project members and permissionsChoose the staff who can access and work on the project.Projects, tasks and time tracking

Create and manage project milestones

Create and manage project milestonesBreak delivery into ordered stages with due dates and visual status.Projects, tasks and time tracking

Use project overview and progress

Use project overview and progressReview project health, tracked time, tasks, milestones, financials and recent activity.Projects, tasks and time tracking

Use the project Gantt chart

Use the project Gantt chartVisualise task dates, dependencies and delivery sequence on a timeline.Projects, tasks and time tracking

Manage project files and client visibility

Manage project files and client visibilityUpload internal or client-visible files and update file descriptions.Projects, tasks and time tracking

Use project discussions

Use project discussionsCreate threaded project conversations and control client visibility.Projects, tasks and time tracking

Record project expenses

Record project expensesCreate project-related costs and mark eligible expenses billable to the customer.Projects, tasks and time tracking

Create a task

Create a taskDefine work with assignees, followers, dates, priority, relation and description.Projects, tasks and time tracking

Use task list and Kanban views

Use task list and Kanban viewsFilter tasks, change view and move work through statuses.Projects, tasks and time tracking

Use task checklists and attachments

Use task checklists and attachmentsBreak work into verifiable steps and keep supporting files with the task.Projects, tasks and time tracking

Track time with task timers

Track time with task timersStart, stop, edit and review time entries while respecting permissions.Projects, tasks and time tracking

Create billable task time on an invoice

Create billable task time on an invoiceSelect eligible unbilled time and convert it into invoice line items.Projects, tasks and time tracking

Copy tasks and manage recurring tasks

Copy tasks and manage recurring tasksReuse task structures and automate repeat work without duplicating setup manually.Projects, tasks and time tracking

Create a support ticket

Create a support ticketLog a customer or internal support request with contact, department, service, priority and message.Support and knowledge base

Reply to and manage a ticket

Reply to and manage a ticketSend replies, add private notes, change status and coordinate ownership.Support and knowledge base

Use ticket statuses, priorities and services

Use ticket statuses, priorities and servicesConfigure the controlled values used to route and report support work.Support and knowledge base

Configure support departments

Configure support departmentsCreate teams, assign members and configure department email piping where required.Support and knowledge base

Configure email piping for tickets

Configure email piping for ticketsTurn incoming support email into tickets after mailbox and cron settings are tested.Support and knowledge base

Use predefined ticket replies

Use predefined ticket repliesCreate reusable response content and insert it into ticket replies.Support and knowledge base

Configure ticket spam filters

Configure ticket spam filtersBlock unwanted senders, subjects or message patterns from creating support work.Support and knowledge base

Use AI ticket summary and reply suggestions

Use AI ticket summary and reply suggestionsGenerate an assisted summary or draft response while keeping staff responsible for final review.Support and knowledge base

Create a knowledge base article

Create a knowledge base articleWrite a searchable self-service article and assign it to a group.Support and knowledge base

Organise knowledge base groups

Organise knowledge base groupsCreate, reorder, colour and publish article groups.Support and knowledge base

Publish or hide knowledge base content

Publish or hide knowledge base contentControl whether an article is available to customers and public visitors.Support and knowledge base

Review knowledge base performance

Review knowledge base performanceUse article views and usefulness feedback to improve self-service content.Support and knowledge base

Create a contract

Create a contractCreate a customer contract with subject, value, dates, type and rich contract content.Contracts and documents

Use contract templates

Use contract templatesReuse approved wording when drafting a new or existing contract.Contracts and documents

Send a contract for review and signature

Send a contract for review and signatureEmail the secure client link and monitor signature status.Contracts and documents

Manage contract signatures

Manage contract signaturesReview signed information and clear or update signature state only when operationally justified.Contracts and documents

Renew a contract

Renew a contractCreate a renewal entry with revised dates, value and notes while keeping history.Contracts and documents

Manage contract comments, notes and attachments

Manage contract comments, notes and attachmentsKeep internal context, customer collaboration and supporting files organised.Contracts and documents

Configure contract types

Configure contract typesCreate consistent contract classifications for filtering and reporting.Contracts and documents

Create a staff account

Create a staff accountAdd a team member with contact details, role, departments and access status.Staff, roles and organisation

Edit staff profile and status

Edit staff profile and statusUpdate profile information, language, signature and active status.Staff, roles and organisation

Create and manage roles

Create and manage rolesDefine reusable permission sets for CRM modules and sensitive actions.Staff, roles and organisation

Assign individual staff permissions

Assign individual staff permissionsApply role permissions and any supported user-specific adjustments carefully.Staff, roles and organisation

Assign staff to support departments

Assign staff to support departmentsControl which staff receive and work on departmental tickets.Staff, roles and organisation

Review a staff member profile and activity

Review a staff member profile and activityView assigned work, activity, projects, tasks and timesheets according to permissions.Staff, roles and organisation

Manage staff timesheets

Manage staff timesheetsReview time entries by member, date and related task before billing or reporting.Staff, roles and organisation

Configure staff two-factor authentication

Configure staff two-factor authenticationEnable and verify an additional authentication factor for staff login.Staff, roles and organisation

Deactivate staff access safely

Deactivate staff access safelyRemove login access while preserving ownership history and reassigning active work.Staff, roles and organisation

Configure SMTP email delivery

Configure SMTP email deliveryConnect the approved mail service and send a test message before enabling live workflows.Email and communications

Connect Google or Microsoft SMTP OAuth

Connect Google or Microsoft SMTP OAuthAuthorise supported providers without storing a normal mailbox password.Email and communications

Edit email templates

Edit email templatesCustomise subjects and content while preserving required merge fields and links.Email and communications

Enable or disable email templates

Enable or disable email templatesControl individual messages or entire template groups without deleting content.Email and communications

Review queued email and delivery issues

Review queued email and delivery issuesInspect pending messages and clear the queue only after identifying the underlying problem.Email and communications

Schedule an invoice email

Schedule an invoice emailChoose a future date and time for an invoice message.Email and communications

Schedule an estimate email

Schedule an estimate emailPrepare a future estimate delivery while keeping the document available for review.Email and communications

Create and publish an announcement

Create and publish an announcementSend time-limited internal announcements to selected staff audiences.Email and communications

Use sales reports

Use sales reportsAnalyse invoices, payments, estimates, proposals, items, taxes and credit notes.Reports, goals and surveys

Use expenses and income reports

Use expenses and income reportsCompare operational costs and revenue over selected periods.Reports, goals and surveys

Use customer reports

Use customer reportsReview customer acquisition, groups and account-level performance.Reports, goals and surveys

Use lead reports

Use lead reportsMeasure lead volume, source, status, conversion and monthly trends.Reports, goals and surveys

Use timesheet reports

Use timesheet reportsReview tracked time by staff, project, task and period.Reports, goals and surveys

Create and manage goals

Create and manage goalsSet measurable targets, assign responsibility and review progress toward the selected goal type.Reports, goals and surveys

Create a survey

Create a surveyBuild a questionnaire with ordered questions, descriptions and publication settings.Reports, goals and surveys

Send a survey and manage mailing lists

Send a survey and manage mailing listsInvite selected contacts or imported email lists and avoid duplicate sends.Reports, goals and surveys

Review survey results

Review survey resultsAnalyse individual answers and aggregate response patterns.Reports, goals and surveys

Client portal overview

Client portal overviewUnderstand the areas a contact can see and how staff permissions differ from contact permissions.Client portal

Invite a contact to the client portal

Invite a contact to the client portalCreate login access and send the contact the appropriate account or password setup message.Client portal

Help a client view and pay invoices

Help a client view and pay invoicesGuide a customer through invoice details, PDF download and available online payment options.Client portal

Help a client review estimates and proposals

Help a client review estimates and proposalsExplain how customers view, comment, accept or decline supported sales documents.Client portal

Help a client sign a contract

Help a client sign a contractGuide an authorised contact through review and electronic signature.Client portal

Help a client follow projects and tasks

Help a client follow projects and tasksShow client-visible milestones, tasks, discussions, files and progress.Client portal

Help a client create and follow support tickets

Help a client create and follow support ticketsExplain ticket creation, replies, attachments and status updates.Client portal

Troubleshoot missing client portal sections

Troubleshoot missing client portal sectionsCheck contact permissions, customer relationship, document status and visibility settings.Client portal

Configure GDPR and consent purposes

Configure GDPR and consent purposesDefine consent purposes and enable the privacy tools required by the organisation.Data, privacy and security

Record and review contact consent

Record and review contact consentCapture opt-in or opt-out evidence for configured consent purposes.Data, privacy and security

Handle a data removal request

Handle a data removal requestReview the request, assess linked records and update status using the organisation’s legal process.Data, privacy and security

Export CRM data

Export CRM dataGenerate supported data exports for portability, audit or controlled analysis.Data, privacy and security

Create and restore database backups safely

Create and restore database backups safelyCreate, download, schedule and retain database backups according to an approved recovery policy.Data, privacy and security

Review the activity log

Review the activity logAudit important staff and system actions and clear logs only under an approved retention policy.Data, privacy and security

Configure password, session and two-factor security

Configure password, session and two-factor securityApply strong authentication practices and understand session-clearing controls.Data, privacy and security

Manage spam filters and blocked senders

Manage spam filters and blocked sendersReduce unwanted support traffic while avoiding over-broad rules that block valid customers.Data, privacy and security

Configure general system settings

Configure general system settingsManage company, localisation, finance, customers, tasks, support, cron and other application options.System settings and customisation

Create custom fields

Create custom fieldsAdd structured fields to supported record types and choose visibility and validation behaviour.System settings and customisation

Manage installed modules

Manage installed modulesActivate, deactivate, update or uninstall modules while protecting data and compatibility.System settings and customisation

Customise the main and setup menus

Customise the main and setup menusReorder, hide or reset supported admin menu items through the menu setup module.System settings and customisation

Configure the second header menu

Configure the second header menuRename, reorder and show or hide second-header groups and links.System settings and customisation

Customise theme and interface styling

Customise theme and interface stylingApply supported visual settings and reset them without editing core application files.System settings and customisation

Configure company logos and favicon

Configure company logos and faviconUpload production-ready brand assets and verify light and dark interface contexts.System settings and customisation

Run and verify the cron job

Run and verify the cron jobConfigure scheduled processing for reminders, recurring records, email and automation.System settings and customisation

Use the Enterprise Solutions catalogue

Use the Enterprise Solutions catalogueBrowse bundled product, module and integration information and manage catalogue requests.Enterprise modules and integrations

Generate and export an e-invoice

Generate and export an e-invoiceValidate the configured template and create the supported electronic invoice output.Enterprise modules and integrations

Use AI text enhancement and ticket assistance

Use AI text enhancement and ticket assistanceImprove draft text, summarise tickets and suggest replies with human review before use.Enterprise modules and integrations

Configure and use the iDEAL payment integration

Configure and use the iDEAL payment integrationEnable the bundled iDEAL integration, configure webhook handling and test payment callbacks.Enterprise modules and integrations

Troubleshoot a hidden Appointments menu

Troubleshoot a hidden Appointments menuIdentify why the Appointments parent menu or one of its child pages is not visible to a staff member.Appointments & Scheduling

Understand appointment data, public links and security boundaries

Understand appointment data, public links and security boundariesLearn what appointment information is stored, how public hash links work and which actions remain permission-controlled.Appointments & Scheduling

Create a lead-related appointment

Create a lead-related appointmentSchedule follow-up activity against a lead before that person becomes a customer contact.Appointments & Scheduling

Create 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

Create 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

Process 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

Enable 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

Client 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

Grant 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

Book 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

View 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

Request 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

Approve 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

Request 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

Approve 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

Deny 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

View 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

Submit or update client appointment feedback

Submit or update client appointment feedbackAllow an authorised appointment participant to provide or revise feedback through the protected feedback link or client flow.Appointments & Scheduling

Automatically 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

Employee and Manager Portal Governance →

Enable or keep disabled the client Tax Centre

MTDEnable or keep disabled the client Tax CentreUnderstand the client Tax Centre option, its read-oriented view and why it is disabled by default.MTD - HMRC Compliant Module

Use the hybrid client-and-accountant workflow

MTDUse the hybrid client-and-accountant workflowCombine Accounting preparation, professional review, client approval and agent submission without changing the frozen snapshot.MTD - HMRC Compliant Module