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Appointments & Scheduling · How-to guide

Filter appointments by status, date and source

Find the exact appointment set using the module's built-in status, date, assignment, relationship and source filters.

Audience: Staff who manage appointmentsFeature: Table filtersModule v1.3.6
Feature pathAppointments > Appointment list
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

Find the exact appointment set using the module's built-in status, date, assignment, relationship and source filters. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The table accepts named filters for All, each status, today, tomorrow, this week, next week, this month and upcoming appointments.

Additional filters isolate records created internally or externally, recurring appointments, lead-related records, staff-only records, records created by the current user and records assigned to the current user.

Filters alter the server-side query and preserve the module's permission checks.

Step-by-step workflow

  1. Open the Appointments list.
  2. Choose one status, date, source or assignment filter.
  3. Review the filter label and the resulting rows.
  4. Open a row to verify its source, relationship and status.
  5. Return to All when the task is complete.

Important fields and decisions

Status filterPending, in-progress, cancelled, completed or no-show.
Date filterToday, tomorrow, this week, next week, this month or upcoming.
Source filterInternal staff-created or external public/client booking.
Relationship filterLead-related, internal staff or customer-contact appointment.

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 combining a report period with a table filter and assuming both use identical boundaries.
  • An external appointment can later be approved without becoming an internally created record.
  • Use Assigned to me rather than My appointments when another staff member created the booking.
  • 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:appointmentschedulingcustomersleadsrecurring appointmentsinvoicepaymentcheckreportapprovalserviceprovideravailabilitycancellation
Use My appointments and Assigned to me →Understand appointment statuses →Create or receive an external contact appointment →Create a lead-related appointment →Use the Appointments dashboard →Understand Appointments summary cards →Show Google Calendar events in the appointment table →Choose the default Appointments filter →