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

Embed the appointment booking form on a website

Place the standalone Britixo booking experience inside an external website through the module's iframe-ready public URL.

Audience: Staff who manage appointmentsFeature: Website embedModule v1.3.6
Feature pathAppointments > Booking Form
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

Place the standalone Britixo booking experience inside an external website through the module's iframe-ready public URL. 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 provides a public booking URL suitable for direct linking or iframe embedding.

The embedded page still uses the server-side public controller for service, availability and submission validation.

A width query parameter can adjust Bootstrap container behaviour for the embedding context.

Step-by-step workflow

  1. Open Booking Form and copy the public or embed URL.
  2. Add it to the approved website iframe or integration block.
  3. Set an appropriate width/layout parameter where needed.
  4. Test scrolling, keyboard use and mobile display.
  5. Complete a live test booking and verify the Britixo appointment.

Important fields and decisions

Embed URLPublic appointment form endpoint.
iframeWebsite element that hosts the form.
Width parameterLayout hint supported by the public view.
Parent pageExternal website responsible for iframe size and surrounding content.

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

  • Use HTTPS on both the parent page and Britixo.
  • Do not modify the form endpoint to bypass validation.
  • Test browser privacy and content-security restrictions.
  • 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 formschedulingcustomersinvoicepaymentcheckreportapprovalappointmentserviceprovideravailabilityremindersfeedback
Change the embedded booking form width and layout →Public booking form overview →Enable reCAPTCHA on the public booking form →Troubleshoot public booking and Appointments permissions →Choose services shown on the public booking form →Customise the booking form heading and description →Allow guest appointment booking →Enable the client-area booking link →