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

Grant a contact Appointments permission

Authorise one customer contact to use the Britixo client appointment area without granting unrelated customer permissions.

Audience: Staff who manage appointmentsFeature: Contact permissionModule v1.3.6
Feature pathCustomers > Open customer > Contacts > Permissions
Before you beginThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Customer administration access. 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

Authorise one customer contact to use the Britixo client appointment area without granting unrelated customer permissions. 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 an Appointments contact permission in the CRM client permission list.

The client controller checks the signed-in contact and permission before returning appointment pages.

Global client-area enablement and individual contact permission are both required.

Step-by-step workflow

  1. Open the customer and select the contact.
  2. Open Permissions.
  3. Enable Appointments.
  4. Save the contact.
  5. Sign in as that contact and verify access.

Important fields and decisions

Global settingEnables the client appointment feature.
Contact permissionAllows the selected person to access it.
Customer relationshipLimits records to the contact/customer context.
RevocationRemoves future portal access when permission is disabled.

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 grant access to contacts who should not see appointment details.
  • Revoking permission does not cancel appointments.
  • Test direct URLs after revocation.
  • 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 portalcustomersappointmentinvoicepaymentcheckreportapprovalschedulingserviceprovideravailabilitybooking formrescheduling
Enable the client-area booking link →Client Appointments portal overview →Understand appointment data, public links and security boundaries →Troubleshoot public booking and Appointments permissions →Book an appointment from the client portal →View a public appointment link →Request appointment cancellation as a client →Approve a client cancellation request →