Enable the Upcoming Appointments widget
Display near-future appointment workload on the staff dashboard using the configured upcoming range.
What this feature does
Display near-future appointment workload on the staff dashboard using the configured upcoming range. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How the module flow works
The upcoming widget is registered separately from today's widget.
Its query uses the configured future range and appointment access context.
Opening an item continues to the permission-aware appointment detail page.
Step-by-step workflow
- Open widget settings.
- Enable Upcoming Appointments.
- Set the future range.
- Save.
- Open the dashboard and verify the date span.
Important fields and decisions
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
- Avoid an excessively large dashboard range.
- Do not confuse the widget with the Upcoming table filter if ranges differ.
- Check timezone around the range boundary.
- 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.