Connected Britixo help topic

Public booking form help index

Every Britixo help article connected to booking form is collected here. Open a guide for the exact workflow, then follow linked terms and related guides across CRM features, Accounting & Bookkeeping and Appointments & Scheduling.

42 connected guidesLive-search indexedBritixo only

01Appointments & Scheduling module overviewUnderstand the complete appointment workspace, its staff, customer and public booking areas, and the records that connect services, providers, calendars, reminders, invoices and feedback.Appointments & Scheduling 02Understand the Appointments menuLearn which staff menu options appear and the permission required for each one.Appointments & Scheduling 03Prepare Appointments & Scheduling for production useComplete the operational checklist required before staff or customers begin making bookings.Appointments & Scheduling 04Use the Appointments dashboardReview live appointment totals, status distribution, upcoming work and the shortcuts that lead to the operational list, calendar and reports.Appointments & Scheduling 05Create a staff-only appointmentSchedule an internal meeting or blocked work item without attaching it to a customer contact or lead.Appointments & Scheduling 06Create or receive an external contact appointmentUnderstand how a public or client booking becomes an external appointment associated with contact details and a pending or approved workflow.Appointments & Scheduling 07Add and use appointment custom fieldsCapture organisation-specific appointment information through the module's supported custom-field integration.Appointments & Scheduling 08Approve a pending appointmentAccept an eligible pending booking and allow configured confirmation, calendar and meeting actions to run.Appointments & Scheduling 09Appointments services overviewUnderstand how bookable services control provider eligibility, duration, buffers, price, colour and public availability.Appointments & Scheduling 10Create an appointment serviceAdd a new bookable service with the duration, price, colour and provider relationships required by staff and public scheduling.Appointments & Scheduling 11Assign providers to a serviceControl which staff members appear as eligible providers when a service is selected.Appointments & Scheduling 12Activate or disable an appointment serviceControl whether a service can be selected for new bookings without removing historical appointment references.Appointments & Scheduling 13Delete an unused appointment serviceRemove a service only after confirming it is not needed for appointment history, reporting or future bookings.Appointments & Scheduling 14Troubleshoot service and provider availabilityIdentify why a service, provider or time slot is missing from staff or public booking choices.Appointments & Scheduling 15Understand appointment time-slot generationSee how Britixo turns schedule data into selectable appointment starts and why a visually open period may not produce a valid slot.Appointments & Scheduling 16Allow authorised staff bookings outside normal availabilityUnderstand the staff-side exception that can permit manual scheduling beyond standard hours while keeping public bookings constrained.Appointments & Scheduling 17Troubleshoot no available appointment time slotsDiagnose an empty slot list systematically across service, provider, schedule, blocked-date, duration, buffer, conflict and timezone rules.Appointments & Scheduling 18Public booking form overviewPublish a secure, responsive appointment form that offers only eligible services, providers, dates and times and creates external Britixo appointment records.Appointments & Scheduling 19Choose services shown on the public booking formLimit the public form to the active services appropriate for website visitors while keeping other services available to staff.Appointments & Scheduling 20Customise the booking form heading and descriptionPresent clear Britixo-branded instructions above the public scheduling form without changing booking logic.Appointments & Scheduling 21Allow guest appointment bookingPermit visitors without a Britixo client login to submit the public appointment form while retaining validation and staff approval controls.Appointments & Scheduling 22Enable the client-area booking linkShow eligible logged-in customer contacts a Britixo Appointments entry and booking action in the client portal.Appointments & Scheduling 23Show provider email or phone on the public formControl whether provider contact information is visible to visitors selecting a service provider.Appointments & Scheduling 24Enable booking terms and conditionsRequire visitors to accept the organisation's booking terms before an external appointment is submitted.Appointments & Scheduling 25Enable reCAPTCHA on the public booking formReduce automated submissions by activating the module's reCAPTCHA check with the CRM's configured Google keys.Appointments & Scheduling 26Enable the public booking language selectorAllow visitors to switch supported interface language on the public appointment form.Appointments & Scheduling 27Embed the appointment booking form on a websitePlace the standalone Britixo booking experience inside an external website through the module's iframe-ready public URL.Appointments & Scheduling 28Change the embedded booking form width and layoutAdjust the iframe-friendly public form container so it fits the website column without altering appointment logic.Appointments & Scheduling 29Grant a contact Appointments permissionAuthorise one customer contact to use the Britixo client appointment area without granting unrelated customer permissions.Appointments & Scheduling 30View a public appointment linkUse the secure appointment hash link supplied after booking to review the permitted appointment information without exposing the numeric record identifier.Appointments & Scheduling 31Auto-add approved external appointments to Google CalendarAutomatically create a Google event when an external booking is approved, subject to the connected staff account and module settings.Appointments & Scheduling 32Automatically create an invoice for an eligible bookingGenerate a CRM invoice after a qualifying paid-service booking by an authenticated client contact.Appointments & Scheduling 33Use Appointments historyReview the module-wide chronology of appointment creation, updates, approvals, status changes, requests and communications.Appointments & Scheduling 34Edit appointment history notesCorrect or clarify the editable note content attached to appointment history without rewriting the underlying lifecycle action.Appointments & Scheduling 35Use the Appointments analytics dashboardReview operational appointment volume, outcomes, completion rate, staff activity and service demand across a selected period.Appointments & Scheduling 36Filter appointment reports by date rangeApply a defined reporting period and compare like-for-like appointment performance.Appointments & Scheduling 37Review staff performance and popular servicesUse provider and service report sections to understand workload and demand without treating counts as standalone quality or revenue measures.Appointments & Scheduling 38Enable the Today's Appointments widgetShow a compact list of appointments scheduled for the current day on the staff dashboard.Appointments & Scheduling 39Enable the Upcoming Appointments widgetDisplay near-future appointment workload on the staff dashboard using the configured upcoming range.Appointments & Scheduling 40Configure the Upcoming Appointments widget rangeChoose how far ahead the dashboard widget looks so it stays useful and fast.Appointments & Scheduling 41Troubleshoot appointment timezone and date displayResolve appointments appearing on the wrong day or time across staff, client, calendar, reminder and report views.Appointments & Scheduling 42Troubleshoot public booking and Appointments permissionsDiagnose missing menus, forbidden pages, hidden services and failed public submissions without weakening Britixo access controls.Appointments & Scheduling