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

Client Appointments portal overview

Give authorised customer contacts a self-service area to view, book, cancel, reschedule and download calendar information for their Britixo appointments.

Audience: Staff who manage appointmentsFeature: Client portalModule v1.3.6
Feature pathClient portal > Appointments
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

Give authorised customer contacts a self-service area to view, book, cancel, reschedule and download calendar information for their Britixo appointments. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The client controller requires an authenticated contact and the Appointments contact permission.

It loads only appointments related to that customer contact and exposes actions according to record state and module settings.

Cancellation and reschedule actions create requests for staff handling rather than bypassing the approval process.

Step-by-step workflow

  1. Enable client-area appointment access.
  2. Grant the contact Appointments permission.
  3. Sign in as the contact and open Appointments.
  4. Review list, detail, booking, cancellation, reschedule and calendar options.
  5. Test that another customer's appointments are inaccessible.

Important fields and decisions

Contact permissionIndividual client access control.
Appointment listRecords related to the signed-in contact.
Self-service actionsBook, request cancellation/reschedule and download calendar file.
Staff decisionRequired for pending customer change requests.

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

  • Test with a normal customer contact, not an administrator.
  • Do not expose appointments across customers.
  • Keep public hash links confidential where they grant record access.
  • 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:client portalappointmentcustomerscancellationreschedulinginvoicepaymentcheckreportapprovalschedulingserviceprovideravailability
Grant a contact Appointments permission →Book an appointment from the client portal →Request appointment cancellation as a client →Request appointment rescheduling as a client →View a public appointment link →Approve a client cancellation request →Approve a client reschedule request →Deny a client reschedule request →