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

Request appointment feedback

Invite the customer to rate or comment on a completed appointment through the module's feedback flow.

Audience: Staff who manage appointmentsFeature: Feedback requestModule v1.3.6
Feature pathAppointments > Open completed appointment / Cron
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

Invite the customer to rate or comment on a completed appointment through the module's feedback flow. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

Feedback requests apply to eligible completed appointments and use the configured feedback options and message template.

The module stores request/sent state and later associates the submitted response with the appointment.

Feedback is separate from appointment status and invoice payment.

Step-by-step workflow

  1. Complete an eligible appointment.
  2. Confirm feedback options and template are configured.
  3. Send the request manually or allow cron processing.
  4. Open the customer feedback link.
  5. Verify the response on the appointment.

Important fields and decisions

EligibilityCompleted appointment with required customer context.
Feedback optionsConfigured rating/response choices.
Request stateWhether feedback was requested or sent.
ResponseCustomer submission stored against the appointment.

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 request feedback for cancelled or no-show outcomes unless your policy permits.
  • Keep public feedback links confidential.
  • Do not confuse payment status with feedback eligibility.
  • 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:feedbackappointmentemailcustomersreportinvoicepaymentcheckapprovalschedulingserviceprovideravailabilitycancellation
Configure default appointment feedback options →Submit or update client appointment feedback →Mark an appointment Completed →Understand appointment cron reminders →Appointment email templates overview →Configure appointment email merge fields →Configure appointment SMS triggers →Send an appointment reminder early →