Appointment email help index
All Britixo help articles related to email.
Britixo CRM workspace overview
Britixo CRM workspace overviewUnderstand how customers, sales, projects, support and reporting connect in one workspace.Getting started
Open guide →GuideSign 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
Open guide →GuideComplete the initial company setup
Complete the initial company setupConfigure identity, locale, company information, branding and essential operational defaults.Getting started
Open guide →GuideUnderstand 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
Open guide →GuideUse 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
Open guide →GuidePrepare 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
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 →GuideUse the media library
Use the media libraryUpload, organise and reuse media files available to supported editor fields.Dashboard and navigation
Open guide →GuideCreate a customer
Create a customerCreate a company or individual customer record with billing, shipping and account details.Customers and contacts
Open guide →GuideEdit customer profile and account information
Edit customer profile and account informationUpdate customer identity, address, website, currency, language and account settings.Customers and contacts
Open guide →GuideAdd and manage customer contacts
Add and manage customer contactsCreate portal-enabled contacts, assign email permissions and control contact status.Customers and contacts
Open guide →GuideConfigure customer contact permissions
Configure customer contact permissionsChoose which portal areas a contact may access, including invoices, estimates, projects, contracts and support.Customers and contacts
Open guide →GuideManage 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
Open guide →GuideUse customer groups
Use customer groupsSegment customers for reporting, pricing context and operational organisation.Customers and contacts
Open guide →GuideAssign staff members to customers
Assign staff members to customersRestrict or organise customer ownership by assigning responsible staff.Customers and contacts
Open guide →GuideUpload and share customer files
Upload and share customer filesStore attachments and control whether each file is visible in the client portal.Customers and contacts
Open guide →GuideAdd 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
Open guide →GuideImport customers and contacts
Import customers and contactsPrepare a structured import file, map fields and review results before using imported records.Customers and contacts
Open guide →GuideDeactivate 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
Open guide →GuideCreate a lead manually
Create a lead manuallyCapture prospect details, source, status, value, tags and assigned staff.Leads and sales pipeline
Open guide →GuideUse the leads list view
Use the leads list viewFilter, sort, search and perform controlled bulk actions across lead records.Leads and sales pipeline
Open guide →GuideUse the leads Kanban pipeline
Use the leads Kanban pipelineMove leads between statuses visually and focus on active opportunities.Leads and sales pipeline
Open guide →GuideConfigure lead statuses
Configure lead statusesCreate and order pipeline stages that match the organisation’s qualification process.Leads and sales pipeline
Open guide →GuideConfigure lead sources
Configure lead sourcesTrack where prospects originate for attribution and performance reporting.Leads and sales pipeline
Open guide →GuideAssign and reassign leads
Assign and reassign leadsTransfer ownership while preserving notes, activity and communication history.Leads and sales pipeline
Open guide →GuideAdd 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
Open guide →GuideMark 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
Open guide →GuideConvert 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
Open guide →GuideCreate 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
Open guide →GuideConfigure lead email integration
Configure lead email integrationCreate leads from incoming email after mailbox, cron and routing settings are correctly configured.Leads and sales pipeline
Open guide →GuideCreate a proposal
Create a proposalPrepare a persuasive sales proposal linked to a lead or customer.Proposals, estimates and requests
Open guide →GuideEdit proposal content and items
Edit proposal content and itemsUpdate subject, recipient, dates, currency, items, terms and rich proposal content.Proposals, estimates and requests
Open guide →GuideSend a proposal by email
Send a proposal by emailSend the client-facing proposal link using the configured email template.Proposals, estimates and requests
Open guide →GuideTrack proposal status and acceptance
Track proposal status and acceptanceReview open, revised, accepted and declined activity and preserve acceptance information.Proposals, estimates and requests
Open guide →GuideConvert 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
Open guide →GuideCreate an estimate
Create an estimateBuild a priced estimate for a customer with items, taxes, discount, dates and terms.Proposals, estimates and requests
Open guide →GuideSend and manage an estimate
Send and manage an estimateEmail, download, copy, update status and review client acceptance or decline activity.Proposals, estimates and requests
Open guide →GuideConvert 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
Open guide →GuideUse estimate pipeline view
Use estimate pipeline viewReview estimates visually by status and open records directly from the pipeline.Proposals, estimates and requests
Open guide →GuideReceive 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
Open guide →GuideCreate 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
Open guide →GuideConfigure estimate request statuses
Configure estimate request statusesCreate a clear internal workflow for new, reviewed, qualified and closed requests.Proposals, estimates and requests
Open guide →GuideSend 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
Open guide →GuideCreate 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
Open guide →GuideManage 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
Open guide →GuideSend overdue invoice notices
Send overdue invoice noticesSend a controlled reminder and understand automated overdue reminder settings.Invoices, payments and credit notes
Open guide →GuidePause 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
Open guide →GuideCreate 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
Open guide →GuideCreate 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
Open guide →GuideApply credit to an invoice
Apply credit to an invoiceAllocate available customer credit to one or more outstanding invoices.Invoices, payments and credit notes
Open guide →GuideRecord 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
Open guide →GuideUnderstand 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
Open guide →GuideCreate a customer subscription
Create a customer subscriptionConfigure a recurring plan with customer, billing interval, amount, tax and gateway information.Subscriptions and recurring revenue
Open guide →GuideEdit 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
Open guide →GuideSend 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
Open guide →GuideCancel or resume a subscription
Cancel or resume a subscriptionControl recurring billing while preserving the history and gateway relationship.Subscriptions and recurring revenue
Open guide →GuideConfigure online payment gateways
Configure online payment gatewaysEnable supported gateways, add credentials, select currencies and test checkout before production use.Subscriptions and recurring revenue
Open guide →GuideTroubleshoot subscription and webhook updates
Troubleshoot subscription and webhook updatesDiagnose missing status changes, failed charges and webhook or cron communication problems.Subscriptions and recurring revenue
Open guide →GuideCreate an expense
Create an expenseRecord a business cost with category, date, amount, tax, payment mode, customer or project relationship.Expenses, items and finance setup
Open guide →GuideCreate a recurring expense
Create a recurring expenseSchedule repeat costs and understand how cron creates the future expense records.Expenses, items and finance setup
Open guide →GuideConvert 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
Open guide →GuideConfigure expense categories
Configure expense categoriesCreate consistent categories for entry, filtering and reporting.Expenses, items and finance setup
Open guide →GuideConfigure taxes
Configure taxesCreate named tax rates that can be selected on items, invoices, estimates and expenses.Expenses, items and finance setup
Open guide →GuideConfigure 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 payment modes
Configure payment modesDefine offline payment methods and control which options are shown to customers.Expenses, items and finance setup
Open guide →GuideCreate a project
Create a projectSet up a customer project with dates, billing type, members, progress and visibility options.Projects, tasks and time tracking
Open guide →GuideConfigure project members and permissions
Configure project members and permissionsChoose the staff who can access and work on the project.Projects, tasks and time tracking
Open guide →GuideUse the project Gantt chart
Use the project Gantt chartVisualise task dates, dependencies and delivery sequence on a timeline.Projects, tasks and time tracking
Open guide →GuideUse project discussions
Use project discussionsCreate threaded project conversations and control client visibility.Projects, tasks and time tracking
Open guide →GuideRecord project expenses
Record project expensesCreate project-related costs and mark eligible expenses billable to the customer.Projects, tasks and time tracking
Open guide →GuideUse task list and Kanban views
Use task list and Kanban viewsFilter tasks, change view and move work through statuses.Projects, tasks and time tracking
Open guide →GuideTrack time with task timers
Track time with task timersStart, stop, edit and review time entries while respecting permissions.Projects, tasks and time tracking
Open guide →GuideCreate 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
Open guide →GuideCopy 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
Open guide →GuideCreate a support ticket
Create a support ticketLog a customer or internal support request with contact, department, service, priority and message.Support and knowledge base
Open guide →GuideReply to and manage a ticket
Reply to and manage a ticketSend replies, add private notes, change status and coordinate ownership.Support and knowledge base
Open guide →GuideUse 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
Open guide →GuideConfigure support departments
Configure support departmentsCreate teams, assign members and configure department email piping where required.Support and knowledge base
Open guide →GuideConfigure 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
Open guide →GuideUse predefined ticket replies
Use predefined ticket repliesCreate reusable response content and insert it into ticket replies.Support and knowledge base
Open guide →GuideConfigure ticket spam filters
Configure ticket spam filtersBlock unwanted senders, subjects or message patterns from creating support work.Support and knowledge base
Open guide →GuideUse 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
Open guide →GuideCreate a knowledge base article
Create a knowledge base articleWrite a searchable self-service article and assign it to a group.Support and knowledge base
Open guide →GuideOrganise knowledge base groups
Organise knowledge base groupsCreate, reorder, colour and publish article groups.Support and knowledge base
Open guide →GuidePublish 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
Open guide →GuideReview knowledge base performance
Review knowledge base performanceUse article views and usefulness feedback to improve self-service content.Support and knowledge base
Open guide →GuideCreate a contract
Create a contractCreate a customer contract with subject, value, dates, type and rich contract content.Contracts and documents
Open guide →GuideUse contract templates
Use contract templatesReuse approved wording when drafting a new or existing contract.Contracts and documents
Open guide →GuideSend a contract for review and signature
Send a contract for review and signatureEmail the secure client link and monitor signature status.Contracts and documents
Open guide →GuideRenew a contract
Renew a contractCreate a renewal entry with revised dates, value and notes while keeping history.Contracts and documents
Open guide →GuideManage contract comments, notes and attachments
Manage contract comments, notes and attachmentsKeep internal context, customer collaboration and supporting files organised.Contracts and documents
Open guide →GuideConfigure contract types
Configure contract typesCreate consistent contract classifications for filtering and reporting.Contracts and documents
Open guide →GuideCreate a staff account
Create a staff accountAdd a team member with contact details, role, departments and access status.Staff, roles and organisation
Open guide →GuideEdit staff profile and status
Edit staff profile and statusUpdate profile information, language, signature and active status.Staff, roles and organisation
Open guide →GuideCreate and manage roles
Create and manage rolesDefine reusable permission sets for CRM modules and sensitive actions.Staff, roles and organisation
Open guide →GuideAssign individual staff permissions
Assign individual staff permissionsApply role permissions and any supported user-specific adjustments carefully.Staff, roles and organisation
Open guide →GuideAssign staff to support departments
Assign staff to support departmentsControl which staff receive and work on departmental tickets.Staff, roles and organisation
Open guide →GuideConfigure staff two-factor authentication
Configure staff two-factor authenticationEnable and verify an additional authentication factor for staff login.Staff, roles and organisation
Open guide →GuideDeactivate staff access safely
Deactivate staff access safelyRemove login access while preserving ownership history and reassigning active work.Staff, roles and organisation
Open guide →GuideConfigure SMTP email delivery
Configure SMTP email deliveryConnect the approved mail service and send a test message before enabling live workflows.Email and communications
Open guide →GuideConnect Google or Microsoft SMTP OAuth
Connect Google or Microsoft SMTP OAuthAuthorise supported providers without storing a normal mailbox password.Email and communications
Open guide →GuideEdit email templates
Edit email templatesCustomise subjects and content while preserving required merge fields and links.Email and communications
Open guide →GuideEnable or disable email templates
Enable or disable email templatesControl individual messages or entire template groups without deleting content.Email and communications
Open guide →GuideReview 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
Open guide →GuideSchedule an invoice email
Schedule an invoice emailChoose a future date and time for an invoice message.Email and communications
Open guide →GuideSchedule an estimate email
Schedule an estimate emailPrepare a future estimate delivery while keeping the document available for review.Email and communications
Open guide →GuideCreate and publish an announcement
Create and publish an announcementSend time-limited internal announcements to selected staff audiences.Email and communications
Open guide →GuideUse customer reports
Use customer reportsReview customer acquisition, groups and account-level performance.Reports, goals and surveys
Open guide →GuideUse lead reports
Use lead reportsMeasure lead volume, source, status, conversion and monthly trends.Reports, goals and surveys
Open guide →GuideSend 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
Open guide →GuideClient portal overview
Client portal overviewUnderstand the areas a contact can see and how staff permissions differ from contact permissions.Client portal
Open guide →GuideInvite 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
Open guide →GuideHelp 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
Open guide →GuideHelp 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
Open guide →GuideHelp a client sign a contract
Help a client sign a contractGuide an authorised contact through review and electronic signature.Client portal
Open guide →GuideHelp a client follow projects and tasks
Help a client follow projects and tasksShow client-visible milestones, tasks, discussions, files and progress.Client portal
Open guide →GuideHelp a client create and follow support tickets
Help a client create and follow support ticketsExplain ticket creation, replies, attachments and status updates.Client portal
Open guide →GuideTroubleshoot missing client portal sections
Troubleshoot missing client portal sectionsCheck contact permissions, customer relationship, document status and visibility settings.Client portal
Open guide →GuideConfigure GDPR and consent purposes
Configure GDPR and consent purposesDefine consent purposes and enable the privacy tools required by the organisation.Data, privacy and security
Open guide →GuideHandle 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
Open guide →GuideCreate 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
Open guide →GuideReview 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
Open guide →GuideConfigure 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
Open guide →GuideManage 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
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 →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 →GuideGenerate 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
Open guide →GuideUse 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
Open guide →GuideConfigure 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
Open guide →GuideCreate and edit a vendor
Create and edit a vendorAdd a supplier with unique identity, contact, address and payment information for Accounting workflows.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 →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 →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 →GuideTroubleshoot 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
Open guide →GuideUnderstand 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
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 →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 →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 →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 →GuideEdit service duration, price and colour
Edit service duration, price and colourUpdate how a service appears and behaves in future booking choices without changing past appointment facts.Appointments & Scheduling
Open guide →GuideConfigure service buffers
Configure service buffersReserve preparation and follow-up time around appointments so adjacent bookings do not overlap operational work.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 →GuideChoose a primary service provider
Choose a primary service providerSet the preferred provider for a service while retaining other eligible staff as alternatives.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 →GuideCompany schedule overview
Company schedule overviewUnderstand the organisation-wide working windows used as the baseline for provider availability and public slot generation.Appointments & Scheduling
Open guide →GuideConfigure company working hours
Configure company working hoursSet the normal opening and closing windows used when staff inherit the organisation schedule.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 staff working hours
Configure staff working hoursDefine provider-specific weekly availability or choose to inherit the company schedule.Appointments & Scheduling
Open guide →GuideUse the company schedule for staff
Use the company schedule for staffMake a provider inherit the organisation's current working hours and closures.Appointments & Scheduling
Open guide →GuideOverride company hours for a provider
Override company hours for a providerGive one provider a different recurring weekly schedule without changing the organisation's baseline.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 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 →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 →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 →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 →GuideAppointments calendar integrations overview
Appointments calendar integrations overviewUnderstand how native Britixo appointments connect to Google Calendar, Google Meet, Outlook and downloadable ICS files without becoming the same record.Appointments & Scheduling
Open guide →GuideConnect Google Calendar
Connect Google CalendarAuthorise an individual staff Google account so Britixo can create, update, delete or display calendar events for that user.Appointments & Scheduling
Open guide →GuideSynchronise an appointment to Google Calendar
Synchronise an appointment to Google CalendarCreate a Google Calendar event from a Britixo appointment and retain the remote reference for later updates.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 →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 →GuideConfigure the Google Calendar date range in the appointment table
Configure the Google Calendar date range in the appointment tableLimit how much remote Google event data is loaded around the current date for useful context and responsive performance.Appointments & Scheduling
Open guide →GuideEnable Google Meet automatically
Enable Google Meet automaticallyCreate online meeting details for eligible appointments according to Britixo's Google Meet defaults and connected Google account.Appointments & Scheduling
Open guide →GuideConfigure Google Meet recording, waiting and reminder defaults
Configure Google Meet recording, waiting and reminder defaultsSet the module's default meeting options for new eligible Google Meet appointments.Appointments & Scheduling
Open guide →GuideSend a Google Meet invitation
Send a Google Meet invitationDeliver the appointment's Google Meet link and schedule to intended participants without relying on Google's own email when that option is disabled.Appointments & Scheduling
Open guide →GuideConfigure Outlook Calendar
Configure Outlook CalendarPrepare the Microsoft application connection required for staff Outlook calendar event actions.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 →GuideDownload an appointment ICS calendar file
Download an appointment ICS calendar fileExport appointment timing and details as a portable calendar file for Apple Calendar, Outlook, Google Calendar and other compatible applications.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 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 →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 →GuideSend an appointment reminder early
Send an appointment reminder earlyManually send a reminder before its scheduled cron time when operational circumstances require earlier participant contact.Appointments & Scheduling
Open guide →GuideSend a custom appointment email
Send a custom appointment emailSend an authorised ad-hoc message from the appointment context while keeping standard automated templates unchanged.Appointments & Scheduling
Open guide →GuideUnderstand appointment cron reminders
Understand appointment cron remindersEnsure scheduled reminders, recurring appointments and feedback tasks are processed by the server cron at the required time.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 →GuideSubmit 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
Open guide →GuideConfigure default appointment feedback options
Configure default appointment feedback optionsDefine the response choices presented when Britixo requests feedback after eligible appointments.Appointments & Scheduling
Open guide →GuideTrack appointment email read status
Track appointment email read statusInterpret the module's email-read tracking signal as delivery engagement evidence rather than guaranteed human acknowledgement.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
Open guide →GuideChoose an appointment recurrence frequency
Choose an appointment recurrence frequencySelect weekly, monthly, yearly or custom recurrence based on the actual service schedule.Appointments & Scheduling
Open guide →GuideConfigure custom appointment recurrence
Configure custom appointment recurrenceRepeat an appointment every specified number of days, weeks, months or years.Appointments & Scheduling
Open guide →GuideSet limited or unlimited recurrence cycles
Set limited or unlimited recurrence cyclesControl when appointment recurrence stops automatically or continues until staff end it.Appointments & Scheduling
Open guide →GuideEdit a recurring appointment
Edit a recurring appointmentChange the recurrence parent carefully and understand that previously generated appointments remain independent records.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 →GuideConfigure appointment invoice and tax settings
Configure appointment invoice and tax settingsChoose whether eligible client bookings can create invoices and whether service amounts use no tax, a custom tax or a system tax.Appointments & Scheduling
Open guide →GuideConvert an appointment to an invoice
Convert an appointment to an invoiceCreate a Britixo CRM invoice manually from a supported customer appointment and retain the link on the appointment record.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 →GuideUnderstand appointment invoice eligibility
Understand appointment invoice eligibilityIdentify why an invoice button or automatic invoice is available, hidden or skipped for a particular appointment.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 →GuideUnderstand provider notification after appointment invoice payment
Understand provider notification after appointment invoice paymentNotify the assigned provider after the linked appointment invoice is paid when the module's payment hook and required relationships are available.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
Open guide →