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

Enable Appointments permissions

Grant the minimum View, Create, Edit, Delete, Approve and View Reports capabilities required by each staff role.

Audience: AdministratorsFeature: Staff permissionsModule v1.3.6
Feature pathSetup → Staff → Roles → Permissions → Appointments
Before you beginThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Administrator access to staff roles. 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

Grant the minimum View, Create, Edit, Delete, Approve and View Reports capabilities required by each staff role. 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 registers six separate capabilities: View, Create, Edit, Delete, Approve and View Reports.

Menu children are conditional: Services, schedules and Settings require Edit; Reports requires View Reports; appointment creation and status actions also enforce their relevant permission.

Non-administrator users see appointment records only when they created the record, are the provider or are listed as an attendee where the query applies assignment filtering.

Step-by-step workflow

  1. Open the role used by appointment staff.
  2. Enable View so the Appointments workspace can appear.
  3. Add Create and Edit only for staff who schedule or maintain records.
  4. Grant Approve to staff who process pending bookings, cancellations and reschedules.
  5. Grant View Reports separately to managers who need analytics.
  6. Sign in with a test account and verify the visible menu and record scope.

Important fields and decisions

ViewAllows access to the appointment workspace and assigned records.
CreateAllows a staff user to create appointments.
EditAllows appointment updates, services, schedules and module settings.
DeleteAllows permanent appointment deletion.
ApproveAllows approval-related actions.
View ReportsAllows access to appointment analytics.

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

  • Keep Delete and Settings access restricted.
  • Test permissions with a non-administrator account.
  • Remember that contact portal access is controlled separately through contact permissions.
  • 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:appointmentapprovalreportproviderinvoicepaymentcheckschedulingserviceavailabilityreschedulingcancellationremindersfeedback
Appointments & Scheduling module overview →Understand the Appointments menu →Grant a contact Appointments permission →Troubleshoot a hidden Appointments menu →Prepare Appointments & Scheduling for production use →Configure general appointment settings →Understand appointment data, public links and security boundaries →Understand appointment statuses →