Workflow

Recurring appointment help index

All Britixo help articles related to recurring appointments.

18 connected guidesLive filterPermission-aware instructions

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18 guides

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

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Create a recurring supplier bill

Create a recurring supplier billConfigure a bill to generate future supplier liabilities on a repeat schedule without re-entering the template each period.Accounting & Bookkeeping

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Appointments & 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

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Prepare Appointments & Scheduling for production use

Prepare Appointments & Scheduling for production useComplete the operational checklist required before staff or customers begin making bookings.Appointments & Scheduling

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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

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Use 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

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Filter 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

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Update an appointment

Update an appointmentChange permitted appointment details while keeping status, calendar, recurrence, reminders and participants consistent.Appointments & Scheduling

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View 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

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Delete 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

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Understand 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

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Recurring 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

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Create a recurring appointment

Create a recurring appointmentConfigure a parent appointment to generate future appointments at a supported interval.Appointments & Scheduling

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Choose an appointment recurrence frequency

Choose an appointment recurrence frequencySelect weekly, monthly, yearly or custom recurrence based on the actual service schedule.Appointments & Scheduling

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Configure custom appointment recurrence

Configure custom appointment recurrenceRepeat an appointment every specified number of days, weeks, months or years.Appointments & Scheduling

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Set limited or unlimited recurrence cycles

Set limited or unlimited recurrence cyclesControl when appointment recurrence stops automatically or continues until staff end it.Appointments & Scheduling

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Edit a recurring appointment

Edit a recurring appointmentChange the recurrence parent carefully and understand that previously generated appointments remain independent records.Appointments & Scheduling

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Stop a recurring appointment

Stop a recurring appointmentPrevent future cycles while preserving the parent and all appointments already generated.Appointments & Scheduling

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