Britixo CRMBritixo CRM Enterprise Help Centre
Appointments & Scheduling · How-to guide

Activate or disable an appointment service

Control whether a service can be selected for new bookings without removing historical appointment references.

Audience: Staff who manage appointmentsFeature: Service active stateModule v1.3.6
Feature pathAppointments > Services > Edit
Before you beginThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: Edit. A menu, button, provider, time slot or client action can remain hidden when the signed-in user lacks the required permission, the module setting is disabled, the related record is in an ineligible state, or availability validation rejects the request.

What this feature does

Control whether a service can be selected for new bookings without removing historical appointment references. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The active flag is checked when services are loaded for new staff and public bookings.

Disabling a service removes it from new selection flows while preserving the service record for existing appointments.

Reactivation makes the service selectable again under its current provider and schedule configuration.

Step-by-step workflow

  1. Open the service.
  2. Review future appointments that already use it.
  3. Turn Active off to stop new booking or on to resume.
  4. Save.
  5. Confirm the public and staff forms reflect the change.

Important fields and decisions

ActiveAllows selection for new bookings.
InactiveRetains history but blocks normal new selection.
Existing appointmentContinues to reference the service record.
Public formLoads only services allowed by active and form configuration.

What happens after completion

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 delete a service solely to stop new bookings.
  • Disabling does not automatically cancel future appointments.
  • Retest provider assignment before reactivation.
  • 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.
Scheduling and data safetyAppointment changes can notify customers, reserve provider time, update remote calendars, create meeting links or invoices and alter reports. Confirm the exact record, timezone, status and recipients before saving.
Browse connected topics:servicebooking formappointmentinvoicepaymentcheckreportapprovalschedulingprovideravailabilityremindersfeedbacktimezones
Delete an unused appointment service →Public booking form overview →Appointments services overview →Filter appointments by status, date and source →Create an appointment service →Edit service duration, price and colour →Configure service buffers →Assign providers to a service →