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

Approve a pending appointment

Accept an eligible pending booking and allow configured confirmation, calendar and meeting actions to run.

Audience: Staff who manage appointmentsFeature: ApprovalModule v1.3.6
Feature pathAppointments > Pending appointment > Approve
Before you beginThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: Approve. 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

Accept an eligible pending booking and allow configured confirmation, calendar and meeting actions to run. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The approval action requires the module Approve permission and verifies the appointment exists in an eligible state.

Approval updates status and history, then can send confirmation, add an external booking to Google Calendar and create or attach Google Meet according to settings.

Any automatic invoice flow remains subject to its separate contact, service price and source conditions.

Step-by-step workflow

  1. Open the pending appointment.
  2. Verify contact details, service, provider, timing and availability.
  3. Select Approve.
  4. Confirm the resulting status and participant communication.
  5. Check calendar, meeting and invoice references where those features are enabled.

Important fields and decisions

Approve permissionRequired for staff approval actions.
External bookingCan enter automatic calendar and meeting flows after approval.
ConfirmationUses the enabled appointment email or SMS templates.
History entryRecords the approval action and responsible staff member.

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 approve a slot that now conflicts with provider availability.
  • Check public booking details for spam or incorrect contact information.
  • A remote calendar failure should not be confused with failure to store the Britixo approval.
  • 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:approvalappointmentnotificationsGoogle CalendarGoogle Meetinvoicepaymentcheckreportschedulingserviceprovideravailabilitybooking form
Understand appointment statuses →Auto-add approved external appointments to Google Calendar →Enable Google Meet automatically →Understand appointment invoice eligibility →Mark an appointment In Progress →Mark an appointment Completed →Mark an appointment No Show →Cancel an appointment as staff →