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

Allow guest appointment booking

Permit visitors without a Britixo client login to submit the public appointment form while retaining validation and staff approval controls.

Audience: Administrators and public visitorsFeature: Guest bookingModule v1.3.6
Feature pathAppointments > Booking Form / Settings
Before you beginThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Administrator settings access; public access to submit. 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

Permit visitors without a Britixo client login to submit the public appointment form while retaining validation and staff approval controls. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

Guest access controls whether unauthenticated visitors can use the public booking endpoint.

The visitor supplies contact details because no logged-in customer contact is available.

Created records use the external source and follow configured pending/approval behaviour.

Step-by-step workflow

  1. Open Booking Form settings.
  2. Enable guest booking.
  3. Confirm required identity and communication fields.
  4. Enable terms and reCAPTCHA where appropriate.
  5. Submit a signed-out test and process it through staff approval.

Important fields and decisions

Guest accessAllows booking without client authentication.
Visitor detailsName, email, phone and other configured contact data.
External sourceMarks the public origin.
ApprovalStaff review applied according to 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

  • Use reCAPTCHA keys and terms when public exposure requires them.
  • Verify visitor details before approval.
  • Guest booking does not automatically create a fully authenticated client account.
  • 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:booking formcustomersappointmentapprovalinvoicepaymentcheckreportschedulingserviceprovideravailabilityremindersfeedback
Enable reCAPTCHA on the public booking form →Enable booking terms and conditions →Approve a pending appointment →Create or receive an external contact appointment →Public booking form overview →Choose services shown on the public booking form →Customise the booking form heading and description →Enable the client-area booking link →