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

Configure general appointment settings

Set the default table view, summary, staff availability rules, date restrictions, dashboard widgets, calendar behaviour and customer-facing options.

Audience: Staff who manage appointmentsFeature: General settingsModule v1.3.6
Feature pathAppointments → Settings → General 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

Set the default table view, summary, staff availability rules, date restrictions, dashboard widgets, calendar behaviour and customer-facing options. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

Settings are stored as CRM options and are read by the appointment list, public form, availability endpoints, calendar integration and dashboard widget hooks.

The default filter controls the appointment table's initial custom view, while summary and widget options alter dashboard presentation without changing the underlying records.

Availability and past-date settings affect date and time selection; calendar settings affect imported or linked external events.

Step-by-step workflow

  1. Open Appointments → Settings.
  2. Expand General Settings.
  3. Choose the default table filter and whether summary cards are shown.
  4. Set staff availability enforcement and past-date behaviour.
  5. Configure blocked days, widgets and calendar display options.
  6. Review customer area, public form and provider contact visibility options.
  7. Save and reload the appointment page to verify the effect.

Important fields and decisions

Default table filterThe initial status, date, source or assignment view.
Show summaryDisplays appointment totals and status cards.
Staff respect availabilityApplies provider hours and busy-time rules to staff-created bookings.
Past datesControls whether past dates are selectable.
Dashboard widgetsEnables today's and upcoming appointment panels.
Calendar optionsControls imported Google events and calendar visibility.

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

  • Review each setting after upgrades because new options can be added.
  • Avoid enabling public provider phone or email details without approval.
  • A setting can alter new bookings without changing existing appointments.
  • 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:appointmentschedulingavailabilitydashboard widgetsbooking forminvoicepaymentcheckreportapprovalserviceproviderremindersfeedback
Choose the default Appointments filter →Understand Appointments summary cards →Allow authorised staff bookings outside normal availability →Enable the Today's Appointments widget →Appointments & Scheduling module overview →Enable Appointments permissions →Understand the Appointments menu →Prepare Appointments & Scheduling for production use →