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

Mark an appointment In Progress

Move an approved or pending operational record into active delivery when the appointment begins.

Audience: Staff who manage appointmentsFeature: In-progress statusModule 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

Move an approved or pending operational record into active delivery when the appointment begins. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The status action validates permission and the appointment record before changing the stored status to in-progress.

The update becomes visible in summary cards, table filters, calendar styling and reports.

The module records lifecycle history so staff can distinguish scheduled work from work actively being delivered.

Step-by-step workflow

  1. Open the appointment at the start of delivery.
  2. Confirm the customer, service and provider.
  3. Choose In Progress.
  4. Save or confirm the status action.
  5. Verify the record appears in the In Progress filter.

Important fields and decisions

Current statusStarting lifecycle state before the transition.
In ProgressActive delivery state.
ProviderStaff member accountable for the appointment.
HistoryRecords when and by whom the status changed.

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 use In Progress as a substitute for approval when approval is required.
  • Avoid leaving finished appointments in this state because reports will be inaccurate.
  • Record meaningful notes separately where operational context is needed.
  • 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:appointmentprovidernotificationsreportinvoicepaymentcheckapprovalschedulingserviceavailabilitycancellationremindersfeedback
Understand appointment statuses →Mark an appointment Completed →Use Appointments history →Filter appointments by status, date and source →Approve a pending appointment →Mark an appointment No Show →Cancel an appointment as staff →Change appointment status from the detail view →