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

Approve a client cancellation request

Review the customer's pending request and apply the authorised cancellation flow with history and communication.

Audience: Staff who manage appointmentsFeature: Approve cancellationModule v1.3.6
Feature pathAppointments > Open appointment > Cancellation request
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

Review the customer's pending request and apply the authorised cancellation flow with history and communication. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The staff action requires Approve permission and a valid pending request.

Approval changes the request and appointment state, adds history and can send cancellation messages.

Calendar and invoice consequences remain separate integrations to review.

Step-by-step workflow

  1. Open the flagged appointment.
  2. Review the request reason and appointment details.
  3. Check calendar and invoice implications.
  4. Approve the cancellation.
  5. Verify Cancelled status, history and customer notification.

Important fields and decisions

Pending requestCustomer-submitted cancellation awaiting action.
DecisionApproval by authorised staff.
Cancelled statusAppointment outcome after approval.
External consequencesCalendar deletion, refund or invoice handling where needed.

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

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:cancellationapprovalclient portalnotificationsinvoicepaymentcheckreportappointmentschedulingserviceprovideravailabilityrescheduling
Request appointment cancellation as a client →Process a pending client cancellation request →Update or delete a Google Calendar event →View the invoice linked to an appointment →Client Appointments portal overview →Grant a contact Appointments permission →Book an appointment from the client portal →View a public appointment link →