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

Choose services shown on the public booking form

Limit the public form to the active services appropriate for website visitors while keeping other services available to staff.

Audience: Staff who manage appointmentsFeature: Public service selectionModule v1.3.6
Feature pathAppointments > Booking Form / 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

Limit the public form to the active services appropriate for website visitors while keeping other services available to staff. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The booking-form configuration can expose all eligible active services or store a selected subset.

The public controller intersects that configuration with active service and provider eligibility.

A hidden public service can still remain available on staff appointment forms.

Step-by-step workflow

  1. Open Booking Form settings.
  2. Choose all active services or select the permitted subset.
  3. Save.
  4. Open the public form in a signed-out browser.
  5. Verify only intended services and their providers appear.

Important fields and decisions

All servicesUses every active, eligible service.
Selected servicesExplicit public subset.
Active stateService must still be enabled.
Provider eligibilityAt least one valid provider must support booking.

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 assume selecting an inactive service makes it public.
  • Review the list after adding or retiring services.
  • Use staff-only services outside the public subset.
  • 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:booking formserviceprovideravailabilityinvoicepaymentcheckreportapprovalappointmentschedulingremindersfeedbacktimezones
Appointments services overview →Activate or disable an appointment service →Troubleshoot service and provider availability →Public booking form overview →Customise the booking form heading and description →Allow guest appointment booking →Enable the client-area booking link →Show provider email or phone on the public form →