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

Create a lead-related appointment

Schedule follow-up activity against a lead before that person becomes a customer contact.

Audience: Staff who manage appointmentsFeature: Lead appointmentModule v1.3.6
Feature pathAppointments > New appointment
Before you beginThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: Create. 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

Schedule follow-up activity against a lead before that person becomes a customer contact. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The create form can load an eligible lead and store the lead identifier as the appointment relationship.

Lead-related appointments remain distinct from customer-contact appointments, so client portal and automatic customer invoice flows do not apply in the same way.

The record still uses normal provider availability, reminder, status, calendar and history handling.

Step-by-step workflow

  1. Open the new appointment form.
  2. Choose Lead as the relationship type.
  3. Select the correct lead and confirm their contact details.
  4. Complete service, provider, date, time, subject and reminder fields.
  5. Save and verify the appointment appears on the lead record and in the appointment list.

Important fields and decisions

LeadThe pre-customer CRM record linked to the appointment.
ServiceOptional service context used for timing and provider eligibility.
ProviderStaff member responsible for the meeting or service.
Follow-up reminderOperational reminder sent before the appointment.

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

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:appointmentleadsschedulingproviderremindersinvoicepaymentcheckreportapprovalserviceavailabilityclient portalfeedback
View appointments on customer and lead records →Choose a service and provider →Configure email and SMS reminders on an appointment →Filter appointments by status, date and source →Create an internal customer appointment →Create a staff-only appointment →Create or receive an external contact appointment →Select appointment date, time, duration and timezone →