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

Delete an unused appointment service

Remove a service only after confirming it is not needed for appointment history, reporting or future bookings.

Audience: Staff who manage appointmentsFeature: Delete serviceModule v1.3.6
Feature pathAppointments > Services > Delete
Before you beginThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: Delete. 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 a service only after confirming it is not needed for appointment history, reporting or future bookings. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The service delete action requires delete permission and targets the service record and its provider relationships.

Historical appointments may still reference the service, so deletion should be avoided when the relationship must remain understandable.

Inactive status is the safer operational alternative for retired services.

Step-by-step workflow

  1. Search appointments for the service.
  2. Review future and historical records.
  3. Disable the service first when preservation is required.
  4. Use Delete only when no relevant dependency remains.
  5. Verify booking forms and reports after deletion.

Important fields and decisions

Service recordBookable offering being removed.
Provider relationshipsAssignments connected to the service.
Historical dependencyPast appointment reference that may need preservation.
Inactive alternativeStops new use while retaining the record.

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

  • Prefer inactive status for a service with history.
  • Never delete to conceal past booking activity.
  • Check invoice descriptions and reports before permanent removal.
  • 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:serviceappointmentreportinvoicepaymentcheckapprovalschedulingprovideravailabilitybooking formremindersfeedbacktimezones
Activate or disable an appointment service →Appointments services overview →View the complete appointment record →Review staff performance and popular services →Create an appointment service →Edit service duration, price and colour →Configure service buffers →Assign providers to a service →