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

Show provider email or phone on the public form

Control whether provider contact information is visible to visitors selecting a service provider.

Audience: Staff who manage appointmentsFeature: Provider contact displayModule v1.3.6
Feature pathAppointments > Booking Form / Settings
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

Control whether provider contact information is visible to visitors selecting a service provider. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

Separate module options determine whether provider email and telephone details are rendered on the public form.

The values come from staff records and therefore require deliberate privacy review.

Hiding contact details does not affect provider eligibility or booking.

Step-by-step workflow

  1. Open Booking Form settings.
  2. Review the provider email and phone display options.
  3. Enable only the fields approved for public use.
  4. Save.
  5. Inspect the signed-out booking form for multiple providers.

Important fields and decisions

Provider email displayPublic visibility of staff email.
Provider phone displayPublic visibility of staff telephone.
Staff profile valueSource of the displayed contact detail.
Provider selectionRemains functional when contact details are hidden.

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 expose personal staff contact details without approval.
  • Use business contact data in staff profiles when public display is enabled.
  • Retest after staff profile changes.
  • 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 formprovidercustomersinvoicepaymentcheckreportapprovalappointmentschedulingserviceavailabilityremindersfeedback
Understand appointment data, public links and security boundaries →Assign providers to a service →Public booking form overview →Customise the booking form heading and description →Choose services shown on the public booking form →Allow guest appointment booking →Enable the client-area booking link →Enable booking terms and conditions →