Appointments dashboard widget help index
All Britixo help articles related to dashboard widgets.
Use the corporate dashboard
Use the corporate dashboardRead high-level business metrics, recent activity and permission-aware widgets from one screen.Dashboard and navigation
Open guide →GuideCustomise dashboard widgets
Customise dashboard widgetsShow, hide, reorder and reset personal dashboard widgets without changing other users.Dashboard and navigation
Open guide →GuideUse 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
Open guide →GuideUse the calendar
Use the calendarReview and create calendar events alongside tasks, projects and other dated CRM activity.Dashboard and navigation
Open guide →GuideCreate and manage reminders
Create and manage remindersCreate time-based reminders linked to customers, sales records and other supported items.Dashboard and navigation
Open guide →GuideManage your to-do list
Manage your to-do listAdd, reorder, complete and remove personal to-do items.Dashboard and navigation
Open guide →GuideUse the media library
Use the media libraryUpload, organise and reuse media files available to supported editor fields.Dashboard and navigation
Open guide →GuideUse bulk PDF export
Use bulk PDF exportCreate downloadable PDF packages for supported sales records in a controlled batch.Dashboard and navigation
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 general appointment settings
Configure general appointment settingsSet the default table view, summary, staff availability rules, date restrictions, dashboard widgets, calendar behaviour and customer-facing options.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 My appointments and Assigned to me
Use My appointments and Assigned to meSeparate appointments created by you from appointments where you are the responsible provider or attendee.Appointments & Scheduling
Open guide →GuideShow Google Calendar events in the appointment table
Show Google Calendar events in the appointment tableInclude imported Google Calendar events beside Britixo appointments for a wider workload view without converting those events into native appointment records.Appointments & Scheduling
Open guide →GuideChoose the default Appointments filter
Choose the default Appointments filterSet the appointment list to open with the most useful operational view, such as upcoming, assigned or all records.Appointments & Scheduling
Open guide →GuideOpen appointment details from the table
Open appointment details from the tableMove from a summary row into the full permission-aware appointment record to review status, people, timing, service, reminders, calendar and invoice data.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 →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 →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 →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
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