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Appointments & Scheduling · How-to guide

Company schedule overview

Understand the organisation-wide working windows used as the baseline for provider availability and public slot generation.

Audience: Staff who manage appointmentsFeature: Company scheduleModule v1.3.6
Feature pathAppointments > Company Schedule
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

Understand the organisation-wide working windows used as the baseline for provider availability and public slot generation. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The company schedule stores enabled weekdays and opening/closing times, with a default pattern of Monday to Friday, 09:00 to 17:00.

Staff can inherit this schedule or use staff-specific working hours.

The slot engine combines the applicable daily window with service duration, buffers, blocked dates and conflicts.

Step-by-step workflow

  1. Open Company Schedule.
  2. Review every weekday and its enabled state.
  3. Confirm opening and closing times.
  4. Save the baseline schedule.
  5. Test a provider who is configured to use company hours.

Important fields and decisions

Enabled dayWeekday on which appointments may normally be offered.
Opening timeStart of the available company window.
Closing timeEnd of the available company window.
Staff inheritanceWhether a provider uses this baseline instead of an override.

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

  • Company hours do not by themselves assign a provider to a service.
  • Closing a weekday affects inherited providers.
  • Timezone and daylight-saving settings must match the organisation's operating context.
  • 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:schedulingavailabilityproviderbooking forminvoicepaymentcheckreportapprovalappointmentserviceremindersfeedbacktimezones
Configure company working hours →Configure staff working hours →Understand appointment time-slot generation →Troubleshoot no available appointment time slots →Close the company on specific weekdays →Use the company schedule for staff →Override company hours for a provider →Configure blocked days and holidays →