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Appointments & Scheduling · How-to guide

Request appointment rescheduling as a client

Propose a new date and time through the client portal without directly overwriting the approved appointment.

Audience: Customer contactsFeature: Client reschedule requestModule v1.3.6
Jump to steps
Where to goClient portal > Appointments > Open appointment > Request reschedule
Before you startThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Client Appointments permission. 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 you’ll accomplish

Propose a new date and time through the client portal without directly overwriting the approved appointment. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

The client controller validates contact access and captures the requested replacement date/time and reason.

The request remains pending until staff approve or deny it.

Staff approval must recheck provider availability before applying the new schedule.

Follow these steps

  1. Go to the appointment in the client portal.
  2. Select Request reschedule.
  3. Select or enter the proposed date/time and reason.
  4. Submit.
  5. Wait for the staff decision and revised confirmation.

Settings to check

Requested date/timeCustomer's proposed replacement schedule.
ReasonContext for staff review.
Pending requestDoes not change the appointment immediately.
Availability checkRequired before approval.

Check it worked

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.

Common mistakes to avoid

  • A request is not a confirmed new time.
  • Do not choose a time outside available provider hours.
  • Calendar invitations remain unchanged until staff approval.
  • 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:reschedulingclient portalavailabilityappointmentapprovalinvoicepaymentcheckreportschedulingserviceprovidercancellationreminders
Approve a client reschedule requestDeny a client reschedule requestUnderstand appointment time-slot generationClient Appointments portal overviewGrant a contact Appointments permissionBook an appointment from the client portalView a public appointment linkRequest appointment cancellation as a client