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

Override company hours for a provider

Give one provider a different recurring weekly schedule without changing the organisation's baseline.

Audience: Staff who manage appointmentsFeature: Provider overrideModule v1.3.6
Feature pathAppointments > Staff Working Hours
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

Give one provider a different recurring weekly schedule without changing the organisation's baseline. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

Turning off company-schedule inheritance activates the provider's own weekday configuration.

Public and staff slot generation uses the provider-specific window.

The override does not bypass blocked dates, service assignment or busy-time checks.

Step-by-step workflow

  1. Open the provider's Staff Working Hours.
  2. Disable Use company schedule.
  3. Enable the provider's working weekdays.
  4. Enter provider-specific opening and closing times.
  5. Save and test several days.

Important fields and decisions

Override modeUses staff-specific weekly hours.
Provider weekdayIndividual recurring availability.
Company scheduleNo longer the direct baseline for this provider.
Blocked dateStill removes availability when applicable.

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

  • Document unusual provider hours for scheduling staff.
  • Do not use an override to bypass organisation-wide closure without approval.
  • Review the override when the provider changes role.
  • 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:providerschedulingavailabilitybooking forminvoicepaymentcheckreportapprovalappointmentserviceremindersfeedbacktimezones
Configure staff working hours →Close the company on specific weekdays →Configure blocked days and holidays →Troubleshoot no available appointment time slots →Company schedule overview →Configure company working hours →Use the company schedule for staff →Understand appointment time-slot generation →