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Appointments & Scheduling · How-to guide

Public booking form overview

Publish a secure, responsive appointment form that offers only eligible services, providers, dates and times and creates external Britixo appointment records.

Audience: Staff who manage appointmentsFeature: Public booking formModule v1.3.6
Feature pathAppointments > Booking Form
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

Publish a secure, responsive appointment form that offers only eligible services, providers, dates and times and creates external Britixo appointment records. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The public controller loads active services allowed by the form configuration and eligible providers for the selected service.

Date and time choices are generated from schedule, blocked-date, duration, buffer and busy-time checks.

Submission validates contact details, selected records, availability, optional terms and reCAPTCHA before storing an external appointment.

Step-by-step workflow

  1. Configure services, providers and availability.
  2. Open Booking Form and review the public URL.
  3. Configure heading, description, service scope, guest access, terms and verification.
  4. Complete a test booking in a private browser.
  5. Approve and inspect the created external appointment.

Important fields and decisions

Public URLShareable booking endpoint.
Service scopeAll active services or a configured subset.
Contact fieldsVisitor identity and communication details.
Submission securityServer validation, terms and optional reCAPTCHA.

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 publish before completing an end-to-end test.
  • A public page must not expose internal notes or unauthorised staff data.
  • Availability is rechecked at submission to prevent stale-slot 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:booking formappointmentserviceprovideravailabilityinvoicepaymentcheckreportapprovalschedulingremindersfeedbacktimezones
Choose services shown on the public booking form →Allow guest appointment booking →Enable booking terms and conditions →Enable reCAPTCHA on the public booking form →Embed the appointment booking form on a website →Customise the booking form heading and description →Enable the client-area booking link →Show provider email or phone on the public form →