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

Configure blocked days and holidays

Remove one-off dates from booking availability without rewriting the normal weekly schedule.

Audience: Staff who manage appointmentsFeature: Blocked datesModule v1.3.6
Feature pathAppointments > Settings / 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

Remove one-off dates from booking availability without rewriting the normal weekly schedule. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

Blocked-date data is checked during slot generation after the requested date is received.

A blocked date can prevent slots despite otherwise open company or provider hours.

Existing appointments on a newly blocked date are not automatically resolved and require operational review.

Step-by-step workflow

  1. Open the module schedule or blocked-days settings.
  2. Add the holiday, closure or unavailable date.
  3. Apply the block to the intended scope where the interface permits.
  4. Save.
  5. Test the date and review any appointments already scheduled there.

Important fields and decisions

Blocked dateOne-off date excluded from availability.
ScopeCompany-wide or provider-specific effect supported by the configuration.
ReasonOperational explanation for staff.
Existing appointmentRecord requiring separate cancellation or reschedule decision.

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

  • Do not change weekly hours for a single holiday.
  • Blocking a date does not automatically notify existing participants.
  • Check timezones when the closure crosses regional dates.
  • 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:availabilityschedulingproviderbooking forminvoicepaymentcheckreportapprovalappointmentservicereschedulingcancellationreminders
Close the company on specific weekdays →Request appointment rescheduling as a client →Cancel an appointment as staff →Troubleshoot no available appointment time slots →Company schedule overview →Configure company working hours →Configure staff working hours →Use the company schedule for staff →