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

Configure appointment SMS triggers

Choose which appointment events send SMS through the main Britixo SMS gateway, including approval, cancellation, reminders and updates.

Audience: Staff who manage appointmentsFeature: SMS notificationsModule v1.3.6
Feature pathAppointments > Settings > SMS
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

Choose which appointment events send SMS through the main Britixo SMS gateway, including approval, cancellation, reminders and updates. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The module exposes SMS trigger options for supported appointment events.

When a trigger runs, the module passes appointment merge data and recipient telephone details to the CRM SMS gateway.

Gateway configuration, active trigger and valid recipient number are all required.

Step-by-step workflow

  1. Configure the CRM SMS gateway.
  2. Open Appointments SMS settings.
  3. Enable only approved triggers.
  4. Verify customer/provider telephone formats.
  5. Run approval, cancellation and reminder tests.

Important fields and decisions

SMS gatewayMain CRM delivery provider.
TriggerAppointment event that requests a message.
Recipient numberValid telephone value.
Message templateSMS text built from appointment data.

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

  • Control message length and cost.
  • Do not enable SMS without consent and valid numbers.
  • Check gateway logs separately from appointment history.
  • 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:SMSnotificationsremindersappointmentcancellationinvoicepaymentcheckreportapprovalschedulingserviceprovideravailability
Configure email and SMS reminders on an appointment →Understand appointment cron reminders →Cancel an appointment as staff →Approve a pending appointment →Appointment email templates overview →Configure appointment email merge fields →Send an appointment reminder early →Send a custom appointment email →