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

Configure default appointment feedback options

Define the response choices presented when Britixo requests feedback after eligible appointments.

Audience: Staff who manage appointmentsFeature: Feedback settingsModule v1.3.6
Feature pathAppointments > Settings > Feedback
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

Define the response choices presented when Britixo requests feedback after eligible appointments. 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 stores default feedback choices used by the customer feedback form.

Those options determine the structured value stored with the appointment.

Changing options affects future presentation and should be considered when comparing historical results.

Step-by-step workflow

  1. Open Feedback settings.
  2. Review the current response choices.
  3. Add or edit organisation-approved options.
  4. Save.
  5. Submit test feedback and review the stored result.

Important fields and decisions

Option labelCustomer-visible response choice.
OrderPresentation sequence.
Active stateWhether the choice is offered.
Historical valuePrior feedback that should remain interpretable.

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 rename options in a way that changes historical meaning.
  • Keep the list concise and accessible.
  • Test the public/client feedback form.
  • 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:feedbackappointmentcustomersreportinvoicepaymentcheckapprovalschedulingserviceprovideravailabilityremindersnotifications
Request appointment feedback →Submit or update client appointment feedback →Use the Appointments analytics dashboard →Review staff performance and popular services →Appointment email templates overview →Configure appointment email merge fields →Configure appointment SMS triggers →Send an appointment reminder early →