Connected Britixo help topic

Calendar file help index

Every Britixo help article connected to calendar files 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.

19 connected guidesLive-search indexedBritixo only

01Understand appointment data, public links and security boundariesLearn what appointment information is stored, how public hash links work and which actions remain permission-controlled.Appointments & Scheduling 02Open appointment details from the tableMove from a summary row into the full permission-aware appointment record to review status, people, timing, service, reminders, calendar and invoice data.Appointments & Scheduling 03Create a staff-only appointmentSchedule an internal meeting or blocked work item without attaching it to a customer contact or lead.Appointments & Scheduling 04View the complete appointment recordAudit every part of an appointment from one detail screen, including relationship, service, provider, participants, timing, status, reminders, calendar, invoice, feedback and history.Appointments & Scheduling 05Client Appointments portal overviewGive authorised customer contacts a self-service area to view, book, cancel, reschedule and download calendar information for their Britixo appointments.Appointments & Scheduling 06View 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 07Appointments calendar integrations overviewUnderstand how native Britixo appointments connect to Google Calendar, Google Meet, Outlook and downloadable ICS files without becoming the same record.Appointments & Scheduling 08Connect Google CalendarAuthorise an individual staff Google account so Britixo can create, update, delete or display calendar events for that user.Appointments & Scheduling 09Synchronise an appointment to Google CalendarCreate a Google Calendar event from a Britixo appointment and retain the remote reference for later updates.Appointments & Scheduling 10Auto-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 11Update or delete a Google Calendar eventKeep the remote event aligned after an appointment changes or remove it when calendar presence is no longer required.Appointments & Scheduling 12Configure the Google Calendar date range in the appointment tableLimit how much remote Google event data is loaded around the current date for useful context and responsive performance.Appointments & Scheduling 13Enable Google Meet automaticallyCreate online meeting details for eligible appointments according to Britixo's Google Meet defaults and connected Google account.Appointments & Scheduling 14Configure Google Meet recording, waiting and reminder defaultsSet the module's default meeting options for new eligible Google Meet appointments.Appointments & Scheduling 15Send a Google Meet invitationDeliver the appointment's Google Meet link and schedule to intended participants without relying on Google's own email when that option is disabled.Appointments & Scheduling 16Configure Outlook CalendarPrepare the Microsoft application connection required for staff Outlook calendar event actions.Appointments & Scheduling 17Add, update or delete an Outlook calendar eventMaintain a Microsoft Outlook event connected to the Britixo appointment through the module's calendar actions.Appointments & Scheduling 18Download an appointment ICS calendar fileExport appointment timing and details as a portable calendar file for Apple Calendar, Outlook, Google Calendar and other compatible applications.Appointments & Scheduling 19Troubleshoot appointment timezone and date displayResolve appointments appearing on the wrong day or time across staff, client, calendar, reminder and report views.Appointments & Scheduling