Appointment custom field help index
All Britixo help articles related to custom fields.
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
Open guide →GuideConfigure general system settings
Configure general system settingsManage company, localisation, finance, customers, tasks, support, cron and other application options.System settings and customisation
Open guide →GuideCreate custom fields
Create custom fieldsAdd structured fields to supported record types and choose visibility and validation behaviour.System settings and customisation
Open guide →GuideManage installed modules
Manage installed modulesActivate, deactivate, update or uninstall modules while protecting data and compatibility.System settings and customisation
Open guide →GuideCustomise 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
Open guide →GuideConfigure the second header menu
Configure the second header menuRename, reorder and show or hide second-header groups and links.System settings and customisation
Open guide →GuideCustomise theme and interface styling
Customise theme and interface stylingApply supported visual settings and reset them without editing core application files.System settings and customisation
Open guide →GuideConfigure company logos and favicon
Configure company logos and faviconUpload production-ready brand assets and verify light and dark interface contexts.System settings and customisation
Open guide →GuideRun and verify the cron job
Run and verify the cron jobConfigure scheduled processing for reminders, recurring records, email and automation.System settings and customisation
Open guide →GuideCreate an internal customer appointment
Create an internal customer appointmentBook an appointment from the staff area for an existing customer contact while retaining the customer, service, provider and communication links.Appointments & Scheduling
Open guide →GuideCreate a lead-related appointment
Create a lead-related appointmentSchedule follow-up activity against a lead before that person becomes a customer contact.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 →GuideChoose a service and provider
Choose a service and providerSelect a compatible service and responsible provider so pricing, duration, buffers and availability are calculated correctly.Appointments & Scheduling
Open guide →GuideSelect appointment date, time, duration and timezone
Select appointment date, time, duration and timezoneStore the appointment at the intended real-world time and ensure availability, reminders and calendar events use the correct timezone.Appointments & Scheduling
Open guide →GuideAdd appointment subject, description, location and notes
Add appointment subject, description, location and notesRecord clear operational context for staff and participants while keeping internal notes separate from customer-facing content.Appointments & Scheduling
Open guide →GuideAdd staff attendees to an appointment
Add staff attendees to an appointmentInvite additional Britixo staff members while preserving the selected provider as the responsible service owner.Appointments & Scheduling
Open guide →GuideConfigure email and SMS reminders on an appointment
Configure email and SMS reminders on an appointmentSet record-level reminder timing and communication choices that the module's cron and notification flows can process.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 →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 →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 →GuideConfigure appointment email merge fields
Configure appointment email merge fieldsInsert supported dynamic values into messages so customers and staff receive the correct subject, timing, location, provider and meeting information.Appointments & Scheduling
Open guide →GuideRecurring appointments overview
Recurring appointments overviewUse Britixo recurrence to generate future appointment records through cron while preserving cycle limits, service/provider relationships and individual appointment histories.Appointments & Scheduling
Open guide →GuideCreate a recurring appointment
Create a recurring appointmentConfigure a parent appointment to generate future appointments at a supported interval.Appointments & Scheduling
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