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

Customise the booking form heading and description

Present clear Britixo-branded instructions above the public scheduling form without changing booking logic.

Audience: Staff who manage appointmentsFeature: Booking form contentModule v1.3.6
Feature pathAppointments > Booking Form / 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

Present clear Britixo-branded instructions above the public scheduling form without changing booking logic. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

Heading and description values are stored as module options and rendered by the public booking view.

The content sits above the service/provider/date workflow and does not change eligibility or availability.

All visible wording should remain branded as Britixo and avoid internal implementation names.

Step-by-step workflow

  1. Open Booking Form settings.
  2. Enter a concise Britixo heading.
  3. Add booking expectations, preparation or response-time information in the description.
  4. Save.
  5. Review desktop and mobile public views.

Important fields and decisions

HeadingPrimary public form title.
DescriptionSupporting booking instructions.
Brand wordingCustomer-facing Britixo terminology.
Responsive layoutHow content wraps on smaller screens.

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 include confidential scheduling rules.
  • Keep instructions consistent with terms and confirmation templates.
  • Avoid overly long headings that crowd mobile layouts.
  • 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:booking formappointmentcustomersinvoicepaymentcheckreportapprovalschedulingserviceprovideravailabilityremindersfeedback
Public booking form overview →Enable booking terms and conditions →Appointment email templates overview →Change the embedded booking form width and layout →Choose services shown on the public booking form →Allow guest appointment booking →Enable the client-area booking link →Show provider email or phone on the public form →