Appointments & Scheduling
Complete, code-flow-aligned guidance for appointment creation, services, providers, schedules, public booking, client requests, calendar integrations, reminders, recurrence, invoices, feedback, reports and history.
Module setup, access and navigationAppointments dashboard, tables and filtersCreating, editing and viewing appointmentsStatuses, approval and lifecycleServices and provider assignmentCompany schedule, staff hours and availabilityPublic booking form and website embeddingClient and lead appointment experienceCalendar, Google Meet, Outlook and ICSReminders, messages, feedback and notificationsRecurring appointmentsInvoices, taxes and paymentsReports, history, widgets and troubleshooting
Module workflow
8 guidesAppointments dashboard, tables and filters
01Use the Appointments dashboardReview live appointment totals, status distribution, upcoming work and the shortcuts that lead to the operational list, calendar and reports.02Understand Appointments summary cardsInterpret the status and workload totals shown above appointment lists without confusing live operational counts with financial or performance reports.03Filter appointments by status, date and sourceFind the exact appointment set using the module's built-in status, date, assignment, relationship and source filters.04Use My appointments and Assigned to meSeparate appointments created by you from appointments where you are the responsible provider or attendee.05Show Google Calendar events in the appointment tableInclude imported Google Calendar events beside Britixo appointments for a wider workload view without converting those events into native appointment records.06Choose the default Appointments filterSet the appointment list to open with the most useful operational view, such as upcoming, assigned or all records.07Open appointment details from the tableMove from a summary row into the full permission-aware appointment record to review status, people, timing, service, reminders, calendar and invoice data.08Use appointment tooltips and the universal calendarReview appointment timing and essential context from calendar entries while keeping access controlled by the Britixo Appointments & Scheduling module.
Module workflow
12 guidesCreating, editing and viewing appointments
01Create an internal customer appointmentBook an appointment from the staff area for an existing customer contact while retaining the customer, service, provider and communication links.02Create a lead-related appointmentSchedule follow-up activity against a lead before that person becomes a customer contact.03Create a staff-only appointmentSchedule an internal meeting or blocked work item without attaching it to a customer contact or lead.04Create or receive an external contact appointmentUnderstand how a public or client booking becomes an external appointment associated with contact details and a pending or approved workflow.05Choose a service and providerSelect a compatible service and responsible provider so pricing, duration, buffers and availability are calculated correctly.06Select appointment date, time, duration and timezoneStore the appointment at the intended real-world time and ensure availability, reminders and calendar events use the correct timezone.07Add appointment subject, description, location and notesRecord clear operational context for staff and participants while keeping internal notes separate from customer-facing content.08Add staff attendees to an appointmentInvite additional Britixo staff members while preserving the selected provider as the responsible service owner.09Configure email and SMS reminders on an appointmentSet record-level reminder timing and communication choices that the module's cron and notification flows can process.10Add and use appointment custom fieldsCapture organisation-specific appointment information through the module's supported custom-field integration.11Update an appointmentChange permitted appointment details while keeping status, calendar, recurrence, reminders and participants consistent.12View the complete appointment recordAudit every part of an appointment from one detail screen, including relationship, service, provider, participants, timing, status, reminders, calendar, invoice, feedback and history.
Module workflow
10 guidesStatuses, approval and lifecycle
01Understand appointment statusesUse Pending, In Progress, Completed, Cancelled and No Show consistently so notifications, reports, feedback and calendar actions reflect the real outcome.02Approve a pending appointmentAccept an eligible pending booking and allow configured confirmation, calendar and meeting actions to run.03Mark an appointment In ProgressMove an approved or pending operational record into active delivery when the appointment begins.04Mark an appointment CompletedClose a successfully delivered appointment and make it eligible for completed-work reporting and configured feedback activity.05Mark an appointment No ShowRecord that the participant did not attend while retaining the appointment for accurate service and staff reporting.06Cancel an appointment as staffCancel an appointment directly with authorised staff access and preserve the cancellation outcome, communication and history.07Change appointment status from the detail viewUse the state-aware controls on the appointment record instead of editing status indirectly through unrelated fields.08Process a pending client cancellation requestApprove or reject a customer's request without allowing the client portal to bypass staff control over the appointment lifecycle.09Understand status notifications and appointment activityTrace which lifecycle actions create history and which configured messages may be sent to customers, providers or attendees.10Delete an appointment safelyRemove an appointment only when deletion is appropriate and the organisation does not need its status, history, invoice, calendar or feedback evidence.
Module workflow
9 guidesServices and provider assignment
01Appointments services overviewUnderstand how bookable services control provider eligibility, duration, buffers, price, colour and public availability.02Create an appointment serviceAdd a new bookable service with the duration, price, colour and provider relationships required by staff and public scheduling.03Edit service duration, price and colourUpdate how a service appears and behaves in future booking choices without changing past appointment facts.04Configure service buffersReserve preparation and follow-up time around appointments so adjacent bookings do not overlap operational work.05Assign providers to a serviceControl which staff members appear as eligible providers when a service is selected.06Choose a primary service providerSet the preferred provider for a service while retaining other eligible staff as alternatives.07Activate or disable an appointment serviceControl whether a service can be selected for new bookings without removing historical appointment references.08Delete an unused appointment serviceRemove a service only after confirming it is not needed for appointment history, reporting or future bookings.09Troubleshoot service and provider availabilityIdentify why a service, provider or time slot is missing from staff or public booking choices.
Module workflow
11 guidesCompany schedule, staff hours and availability
01Company schedule overviewUnderstand the organisation-wide working windows used as the baseline for provider availability and public slot generation.02Configure company working hoursSet the normal opening and closing windows used when staff inherit the organisation schedule.03Close the company on specific weekdaysDisable normal booking availability on recurring closed weekdays such as weekends.04Configure staff working hoursDefine provider-specific weekly availability or choose to inherit the company schedule.05Use the company schedule for staffMake a provider inherit the organisation's current working hours and closures.06Override company hours for a providerGive one provider a different recurring weekly schedule without changing the organisation's baseline.07Configure blocked days and holidaysRemove one-off dates from booking availability without rewriting the normal weekly schedule.08Understand appointment time-slot generationSee how Britixo turns schedule data into selectable appointment starts and why a visually open period may not produce a valid slot.09Understand busy-time conflict checksPrevent overlapping appointments by understanding how provider bookings, schedule boundaries and connected calendar data affect availability.10Allow authorised staff bookings outside normal availabilityUnderstand the staff-side exception that can permit manual scheduling beyond standard hours while keeping public bookings constrained.11Troubleshoot no available appointment time slotsDiagnose an empty slot list systematically across service, provider, schedule, blocked-date, duration, buffer, conflict and timezone rules.
Module workflow
11 guidesPublic booking form and website embedding
01Public booking form overviewPublish a secure, responsive appointment form that offers only eligible services, providers, dates and times and creates external Britixo appointment records.02Choose services shown on the public booking formLimit the public form to the active services appropriate for website visitors while keeping other services available to staff.03Customise the booking form heading and descriptionPresent clear Britixo-branded instructions above the public scheduling form without changing booking logic.04Allow guest appointment bookingPermit visitors without a Britixo client login to submit the public appointment form while retaining validation and staff approval controls.05Enable the client-area booking linkShow eligible logged-in customer contacts a Britixo Appointments entry and booking action in the client portal.06Show provider email or phone on the public formControl whether provider contact information is visible to visitors selecting a service provider.07Enable booking terms and conditionsRequire visitors to accept the organisation's booking terms before an external appointment is submitted.08Enable reCAPTCHA on the public booking formReduce automated submissions by activating the module's reCAPTCHA check with the CRM's configured Google keys.09Enable the public booking language selectorAllow visitors to switch supported interface language on the public appointment form.10Embed the appointment booking form on a websitePlace the standalone Britixo booking experience inside an external website through the module's iframe-ready public URL.11Change the embedded booking form width and layoutAdjust the iframe-friendly public form container so it fits the website column without altering appointment logic.
Module workflow
10 guidesClient and lead appointment experience
01Client Appointments portal overviewGive authorised customer contacts a self-service area to view, book, cancel, reschedule and download calendar information for their Britixo appointments.02Grant a contact Appointments permissionAuthorise one customer contact to use the Britixo client appointment area without granting unrelated customer permissions.03Book an appointment from the client portalCreate an external appointment from an authenticated customer's Britixo portal using the contact already associated with the session.04View a public appointment linkUse the secure appointment hash link supplied after booking to review the permitted appointment information without exposing the numeric record identifier.05Request appointment cancellation as a clientSubmit a cancellation request from the client-facing appointment view while leaving the final decision to authorised staff.06Approve a client cancellation requestReview the customer's pending request and apply the authorised cancellation flow with history and communication.07Request appointment rescheduling as a clientPropose a new date and time through the client portal without directly overwriting the approved appointment.08Approve a client reschedule requestApply a valid requested date and time after checking provider availability, reminders, calendar events and participant communication.09Deny a client reschedule requestReject an unsuitable proposed time while retaining the original appointment schedule and a clear request decision.10View appointments on customer and lead recordsUse the module tabs added to customer and lead screens to see related appointment history in context.
Module workflow
12 guidesCalendar, Google Meet, Outlook and ICS
01Appointments calendar integrations overviewUnderstand how native Britixo appointments connect to Google Calendar, Google Meet, Outlook and downloadable ICS files without becoming the same record.02Connect Google CalendarAuthorise an individual staff Google account so Britixo can create, update, delete or display calendar events for that user.03Synchronise an appointment to Google CalendarCreate a Google Calendar event from a Britixo appointment and retain the remote reference for later updates.04Auto-add approved external appointments to Google CalendarAutomatically create a Google event when an external booking is approved, subject to the connected staff account and module settings.05Update or delete a Google Calendar eventKeep the remote event aligned after an appointment changes or remove it when calendar presence is no longer required.06Configure the Google Calendar date range in the appointment tableLimit how much remote Google event data is loaded around the current date for useful context and responsive performance.07Enable Google Meet automaticallyCreate online meeting details for eligible appointments according to Britixo's Google Meet defaults and connected Google account.08Configure Google Meet recording, waiting and reminder defaultsSet the module's default meeting options for new eligible Google Meet appointments.09Send a Google Meet invitationDeliver the appointment's Google Meet link and schedule to intended participants without relying on Google's own email when that option is disabled.10Configure Outlook CalendarPrepare the Microsoft application connection required for staff Outlook calendar event actions.11Add, update or delete an Outlook calendar eventMaintain a Microsoft Outlook event connected to the Britixo appointment through the module's calendar actions.12Download an appointment ICS calendar fileExport appointment timing and details as a portable calendar file for Apple Calendar, Outlook, Google Calendar and other compatible applications.
Module workflow
10 guidesReminders, messages, feedback and notifications
01Appointment email templates overviewManage the Britixo email templates used for appointment approval, cancellation, reminders, updates, feedback and other participant communications.02Configure appointment email merge fieldsInsert supported dynamic values into messages so customers and staff receive the correct subject, timing, location, provider and meeting information.03Configure appointment SMS triggersChoose which appointment events send SMS through the main Britixo SMS gateway, including approval, cancellation, reminders and updates.04Send an appointment reminder earlyManually send a reminder before its scheduled cron time when operational circumstances require earlier participant contact.05Send a custom appointment emailSend an authorised ad-hoc message from the appointment context while keeping standard automated templates unchanged.06Understand appointment cron remindersEnsure scheduled reminders, recurring appointments and feedback tasks are processed by the server cron at the required time.07Request appointment feedbackInvite the customer to rate or comment on a completed appointment through the module's feedback flow.08Submit or update client appointment feedbackAllow an authorised appointment participant to provide or revise feedback through the protected feedback link or client flow.09Configure default appointment feedback optionsDefine the response choices presented when Britixo requests feedback after eligible appointments.10Track appointment email read statusInterpret the module's email-read tracking signal as delivery engagement evidence rather than guaranteed human acknowledgement.
Module workflow
7 guidesRecurring appointments
01Recurring appointments overviewUse Britixo recurrence to generate future appointment records through cron while preserving cycle limits, service/provider relationships and individual appointment histories.02Create a recurring appointmentConfigure a parent appointment to generate future appointments at a supported interval.03Choose an appointment recurrence frequencySelect weekly, monthly, yearly or custom recurrence based on the actual service schedule.04Configure custom appointment recurrenceRepeat an appointment every specified number of days, weeks, months or years.05Set limited or unlimited recurrence cyclesControl when appointment recurrence stops automatically or continues until staff end it.06Edit a recurring appointmentChange the recurrence parent carefully and understand that previously generated appointments remain independent records.07Stop a recurring appointmentPrevent future cycles while preserving the parent and all appointments already generated.
Module workflow
7 guidesInvoices, taxes and payments
01Appointment invoicing overviewUnderstand how an eligible Britixo appointment can be converted or automatically linked to a CRM invoice without merging appointment status and financial status.02Configure appointment invoice and tax settingsChoose whether eligible client bookings can create invoices and whether service amounts use no tax, a custom tax or a system tax.03Convert an appointment to an invoiceCreate a Britixo CRM invoice manually from a supported customer appointment and retain the link on the appointment record.04Automatically create an invoice for an eligible bookingGenerate a CRM invoice after a qualifying paid-service booking by an authenticated client contact.05Understand appointment invoice eligibilityIdentify why an invoice button or automatic invoice is available, hidden or skipped for a particular appointment.06View the invoice linked to an appointmentMove between the Britixo appointment and its CRM invoice to compare service delivery with billing and payment status.07Understand provider notification after appointment invoice paymentNotify the assigned provider after the linked appointment invoice is paid when the module's payment hook and required relationships are available.
Module workflow
10 guidesReports, history, widgets and troubleshooting
01Use Appointments historyReview the module-wide chronology of appointment creation, updates, approvals, status changes, requests and communications.02Edit appointment history notesCorrect or clarify the editable note content attached to appointment history without rewriting the underlying lifecycle action.03Use the Appointments analytics dashboardReview operational appointment volume, outcomes, completion rate, staff activity and service demand across a selected period.04Filter appointment reports by date rangeApply a defined reporting period and compare like-for-like appointment performance.05Review staff performance and popular servicesUse provider and service report sections to understand workload and demand without treating counts as standalone quality or revenue measures.06Enable the Today's Appointments widgetShow a compact list of appointments scheduled for the current day on the staff dashboard.07Enable the Upcoming Appointments widgetDisplay near-future appointment workload on the staff dashboard using the configured upcoming range.08Configure the Upcoming Appointments widget rangeChoose how far ahead the dashboard widget looks so it stays useful and fast.09Troubleshoot appointment timezone and date displayResolve appointments appearing on the wrong day or time across staff, client, calendar, reminder and report views.10Troubleshoot public booking and Appointments permissionsDiagnose missing menus, forbidden pages, hidden services and failed public submissions without weakening Britixo access controls.