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

Mark an appointment Completed

Close a successfully delivered appointment and make it eligible for completed-work reporting and configured feedback activity.

Audience: Staff who manage appointmentsFeature: CompletionModule v1.3.6
Feature pathAppointments > Open appointment > Status
Before you beginThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: Edit or Approve as configured. 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

Close a successfully delivered appointment and make it eligible for completed-work reporting and configured feedback activity. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

Completion writes the Completed status and lifecycle history.

Completed records feed completion-rate and staff-performance reports and may later enter feedback request processing.

Invoice and payment status remain separate; completing an appointment does not automatically mark its linked invoice paid.

Step-by-step workflow

  1. Open the delivered appointment.
  2. Review service, provider, actual outcome and any linked invoice.
  3. Choose Completed.
  4. Confirm the saved status and history.
  5. Check whether a feedback request or follow-up message is configured.

Important fields and decisions

Completed statusConfirms the scheduled work was delivered.
Feedback stateTracks whether feedback was requested or submitted.
Invoice linkFinancial record that remains governed by invoice status.
Completion dateUsed by reports and operational review.

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

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:appointmentfeedbackreportnotificationsinvoicepaymentcheckapprovalschedulingserviceprovideravailabilitycancellationreminders
Request appointment feedback →Use the Appointments analytics dashboard →View the invoice linked to an appointment →Understand appointment statuses →Approve a pending appointment →Mark an appointment In Progress →Mark an appointment No Show →Cancel an appointment as staff →