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

Approve a client reschedule request

Apply a valid requested date and time after checking provider availability, reminders, calendar events and participant communication.

Audience: Staff who manage appointmentsFeature: Approve rescheduleModule v1.3.6
Feature pathAppointments > Open appointment > Reschedule 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

Apply a valid requested date and time after checking provider availability, reminders, calendar events and participant 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 approval action requires the module Approve permission and a pending reschedule request.

It updates appointment timing and request state after validation.

Calendar events, meeting details, reminders and notifications may require update through configured integrations.

Step-by-step workflow

  1. Open the appointment with the pending request.
  2. Review the proposed time, provider schedule and conflicts.
  3. Approve the request.
  4. Confirm updated date, time, timezone and history.
  5. Verify notifications and remote calendar updates.

Important fields and decisions

Proposed scheduleRequested replacement date and time.
Provider availabilityConflict and working-hour validation.
Reminder timingRecalculated operational reminder context.
Calendar eventRemote record that should match the approved time.

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:reschedulingapprovalavailabilityremindersinvoicepaymentcheckreportappointmentschedulingserviceproviderclient portalcancellation
Request appointment rescheduling as a client →Update or delete a Google Calendar event →Configure email and SMS reminders on an appointment →Select appointment date, time, duration and timezone →Client Appointments portal overview →Grant a contact Appointments permission →Book an appointment from the client portal →View a public appointment link →