Use My appointments and Assigned to me
Separate appointments created by you from appointments where you are the responsible provider or attendee. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
What you’ll accomplish
Separate appointments created by you from appointments where you are the responsible provider or attendee. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How the module flow works
My appointments filters by the staff user associated with creation or ownership according to the table query.
Assigned to me focuses on appointments where the current staff member is the selected provider or assigned participant.
The two sets can overlap, but they answer different operational questions.
Follow these steps
- Go to the Appointments list.
- Select My appointments to review records you originated or own.
- Select Assigned to me to review the delivery workload allocated to you.
- Go to overlapping records and confirm provider and attendee details.
- Use the calendar to check timing across the assigned set.
Fields and decisions to review
How to confirm it worked
After this workflow completes, Britixo keeps the appointment and its supported relationships connected. Reopen the appointment and verify the saved status, date, timezone, customer or lead, service, provider, attendees, reminder state, calendar or meeting reference, invoice reference and history that apply to this feature. External email, SMS, Google, Microsoft or payment outcomes must be checked separately from the Britixo database save.
- Open the saved appointment and confirm the final status and source.
- Check the participant, provider, timing and timezone from the full detail page.
- Review the relevant table filter, calendar, history, report or linked invoice instead of relying only on a success message.
Controls, checks and common mistakes
- Do not assume creating an appointment automatically makes you its provider.
- Provider assignment can change after creation.
- Staff-only appointments may have no customer contact but can still appear in assignment filters.
- Use the least destructive correction and retain the appointment history when the booking existed operationally.
- Never bypass a permission, availability, approval, client-access or verification control by changing an unrelated route or setting.