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

Choose a service and provider

Select a compatible service and responsible provider so pricing, duration, buffers and availability are calculated correctly.

Audience: Staff who manage appointmentsFeature: Service and provider selectionModule v1.3.6
Feature pathAppointments > New or Edit appointment
Before you beginThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: Create or Edit. 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

Select a compatible service and responsible provider so pricing, duration, buffers and availability are calculated correctly. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

Active services define duration, buffers, price, colour and the staff members allowed to provide them.

The provider selector is narrowed by service-provider relationships; the primary provider can be used as the preferred default.

Availability is calculated against company hours, provider working hours, blocked dates, existing busy periods and service buffers.

Step-by-step workflow

  1. Select the required active service.
  2. Review its duration, price and buffer expectations.
  3. Choose an eligible provider from the service provider list.
  4. Request or select an available time slot.
  5. Confirm the provider remains selected before saving.

Important fields and decisions

ServiceThe bookable offering that supplies duration, price and display colour.
ProviderStaff member authorised to deliver the selected service.
Primary providerPreferred provider configured on the service.
BuffersReserved time before and after the customer-facing duration.

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 manually shorten duration to bypass a genuine conflict.
  • A provider must be assigned to the service to appear in normal booking choices.
  • Inactive services should not be used for new bookings.
  • 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:serviceprovideravailabilityappointmentschedulinginvoicepaymentcheckreportapprovalremindersfeedbacktimezonesemail
Appointments services overview →Assign providers to a service →Configure service buffers →Troubleshoot service and provider availability →Create an internal customer appointment →Create a lead-related appointment →Create a staff-only appointment →Create or receive an external contact appointment →