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

Enable booking terms and conditions

Require visitors to accept the organisation's booking terms before an external appointment is submitted.

Audience: Staff who manage appointmentsFeature: Terms acceptanceModule 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

Require visitors to accept the organisation's booking terms before an external appointment is submitted. 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 setting enables a terms block and acceptance checkbox in the public form.

The public submission validates required acceptance before creating the appointment.

Terms wording or link must be maintained by the organisation and remain available to the visitor.

Step-by-step workflow

  1. Open Booking Form settings.
  2. Enable terms and conditions.
  3. Enter or link the approved booking terms.
  4. Save and open the public form.
  5. Verify submission fails until acceptance is selected.

Important fields and decisions

Terms contentApproved booking conditions or linked policy.
AcceptanceRequired visitor confirmation.
ValidationServer-side check during submission.
Version controlOrganisation process for recording material changes.

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 rely only on a visually required checkbox; test server rejection.
  • Keep terms consistent with cancellation and reschedule processes.
  • Legal wording should be reviewed by the organisation.
  • 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 formcustomersappointmentinvoicepaymentcheckreportapprovalschedulingserviceprovideravailabilityreschedulingcancellation
Request appointment cancellation as a client →Request appointment rescheduling as a client →Allow guest appointment booking →Enable reCAPTCHA on the public booking form →Public booking form overview →Choose services shown on the public booking form →Customise the booking form heading and description →Enable the client-area booking link →