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

Choose the default Appointments filter

Set the appointment list to open with the most useful operational view, such as upcoming, assigned or all records.

Audience: Staff who manage appointmentsFeature: Default list filterModule v1.3.6
Feature pathAppointments > Settings
Before you beginThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: View. 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

Set the appointment list to open with the most useful operational view, such as upcoming, assigned or all records. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The module stores a default list filter option and applies it when the Appointments table first loads.

Users can still change the filter during a session; the default only controls the starting view.

The selected default must match one of the filters supported by the table controller.

Step-by-step workflow

  1. Open Appointments settings.
  2. Locate the default appointments filter option.
  3. Choose the view that best matches daily work.
  4. Save the settings.
  5. Reopen the Appointments list and confirm the expected filter is active.

Important fields and decisions

AllStarts with the complete permission-allowed table.
UpcomingFocuses on future records.
Assigned to meFocuses on the signed-in provider's workload.
Status choiceStarts with a specific lifecycle state where supported.

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

  • Avoid a narrow default that makes users think records are missing.
  • Document the chosen default for staff training.
  • Clear browser state before testing when an existing table filter persists.
  • 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:appointmentschedulingdashboard widgetsinvoicepaymentcheckreportapprovalserviceprovideravailabilityremindersfeedbackGoogle Calendar
Filter appointments by status, date and source →Use My appointments and Assigned to me →Configure general appointment settings →Troubleshoot a hidden Appointments menu →Use the Appointments dashboard →Understand Appointments summary cards →Show Google Calendar events in the appointment table →Open appointment details from the table →