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

Enable the client-area booking link

Show eligible logged-in customer contacts a Britixo Appointments entry and booking action in the client portal.

Audience: Staff who manage appointmentsFeature: Client booking entryModule v1.3.6
Feature pathAppointments > Settings / Customer contact permissions
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

Show eligible logged-in customer contacts a Britixo Appointments entry and booking action in the client portal. 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 can add an Appointments menu item to the client area when the feature is enabled.

The signed-in contact must also hold the Appointments contact permission.

Client bookings use the authenticated contact context and can support eligible automatic invoice behaviour.

Step-by-step workflow

  1. Enable client-area appointment access in module settings.
  2. Open the customer contact permissions.
  3. Grant Appointments permission to the intended contact.
  4. Sign in as that contact and open Appointments.
  5. Book a test appointment and confirm the relationship.

Important fields and decisions

Client menu optionAppointments navigation in the customer portal.
Contact permissionAppointments access granted to the individual contact.
Authenticated contextConnects booking to the logged-in customer contact.
Booking actionStarts the client-facing scheduling flow.

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

  • Enabling the global option does not grant every contact permission.
  • Test with a non-administrator customer account.
  • Review invoice settings before offering paid services.
  • 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:client portalbooking formcustomersappointmentinvoicepaymentcheckreportapprovalschedulingserviceprovideravailabilityreminders
Grant a contact Appointments permission →Client Appointments portal overview →Book an appointment from the client portal →Understand appointment invoice eligibility →Public booking form overview →Choose services shown on the public booking form →Customise the booking form heading and description →Allow guest appointment booking →