Britixo CRMBritixo CRM Enterprise Help Centre
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Client portal appointment help index

Every Britixo help article connected to client portal 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.

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01Britixo CRM workspace overviewUnderstand how customers, sales, projects, support and reporting connect in one workspace.Getting started02Sign in to the staff admin areaAccess the secure staff workspace and understand login, password and two-factor prompts.Getting started03Complete the initial company setupConfigure identity, locale, company information, branding and essential operational defaults.Getting started04Understand roles, permissions and visible menusLearn why different users see different menu options and how permissions protect customer and financial data.Getting started05Use global search to find CRM recordsFind customers, contacts, leads, invoices, projects, tasks and other records without opening each module.Getting started06Set your profile, language and passwordKeep personal details, interface language, signature, password and two-factor settings current.Getting started07Understand record statuses and activity historyRead status labels, timelines, notes and audit information before changing a record.Getting started08Prepare Britixo CRM for production useFollow a practical readiness checklist covering email, cron, permissions, payments, backups and testing.Getting started09Use the corporate dashboardRead high-level business metrics, recent activity and permission-aware widgets from one screen.Dashboard and navigation10Customise dashboard widgetsShow, hide, reorder and reset personal dashboard widgets without changing other users.Dashboard and navigation11Use the top navigation and second headerMove quickly between configured menu groups and understand the administrator-controlled second header.Dashboard and navigation12Use the calendarReview and create calendar events alongside tasks, projects and other dated CRM activity.Dashboard and navigation13Create and manage remindersCreate time-based reminders linked to customers, sales records and other supported items.Dashboard and navigation14Manage your to-do listAdd, reorder, complete and remove personal to-do items.Dashboard and navigation15Use the media libraryUpload, organise and reuse media files available to supported editor fields.Dashboard and navigation16Use bulk PDF exportCreate downloadable PDF packages for supported sales records in a controlled batch.Dashboard and navigation17Create a customerCreate a company or individual customer record with billing, shipping and account details.Customers and contacts18Edit customer profile and account informationUpdate customer identity, address, website, currency, language and account settings.Customers and contacts19Add and manage customer contactsCreate portal-enabled contacts, assign email permissions and control contact status.Customers and contacts20Configure customer contact permissionsChoose which portal areas a contact may access, including invoices, estimates, projects, contracts and support.Customers and contacts21Manage customer billing and shipping addressesMaintain reusable billing and shipping details for accurate documents and tax handling.Customers and contacts22Use customer groupsSegment customers for reporting, pricing context and operational organisation.Customers and contacts23Assign staff members to customersRestrict or organise customer ownership by assigning responsible staff.Customers and contacts24Upload and share customer filesStore attachments and control whether each file is visible in the client portal.Customers and contacts25Add notes and reminders to a customerRecord internal context and schedule follow-up without exposing private notes to the client.Customers and contacts26Import customers and contactsPrepare a structured import file, map fields and review results before using imported records.Customers and contacts27Deactivate or delete a customer safelyUnderstand the difference between status changes and deletion, including linked-record restrictions.Customers and contacts28Create a lead manuallyCapture prospect details, source, status, value, tags and assigned staff.Leads and sales pipeline29Use the leads list viewFilter, sort, search and perform controlled bulk actions across lead records.Leads and sales pipeline30Use the leads Kanban pipelineMove leads between statuses visually and focus on active opportunities.Leads and sales pipeline31Configure lead statusesCreate and order pipeline stages that match the organisation’s qualification process.Leads and sales pipeline32Configure lead sourcesTrack where prospects originate for attribution and performance reporting.Leads and sales pipeline33Assign and reassign leadsTransfer ownership while preserving notes, activity and communication history.Leads and sales pipeline34Add lead notes, activities and attachmentsBuild a complete internal timeline of calls, decisions, files and follow-up actions.Leads and sales pipeline35Mark leads as lost or junkRemove unsuitable leads from the active pipeline without immediately deleting their history.Leads and sales pipeline36Convert a lead to a customerCreate a customer and contact from a qualified lead while carrying forward relevant information.Leads and sales pipeline37Create a web-to-lead formBuild an embeddable form that creates leads automatically from a website.Leads and sales pipeline38Configure lead email integrationCreate leads from incoming email after mailbox, cron and routing settings are correctly configured.Leads and sales pipeline39Create a proposalPrepare a persuasive sales proposal linked to a lead or customer.Proposals, estimates and requests40Edit proposal content and itemsUpdate subject, recipient, dates, currency, items, terms and rich proposal content.Proposals, estimates and requests41Send a proposal by emailSend the client-facing proposal link using the configured email template.Proposals, estimates and requests42Track proposal status and acceptanceReview open, revised, accepted and declined activity and preserve acceptance information.Proposals, estimates and requests43Convert a proposal to an estimate or invoiceReuse accepted proposal information to create the next sales document without retyping items.Proposals, estimates and requests44Create an estimateBuild a priced estimate for a customer with items, taxes, discount, dates and terms.Proposals, estimates and requests45Send and manage an estimateEmail, download, copy, update status and review client acceptance or decline activity.Proposals, estimates and requests46Convert an estimate to an invoiceGenerate an invoice from an approved estimate while preserving customer and line-item details.Proposals, estimates and requests47Use estimate pipeline viewReview estimates visually by status and open records directly from the pipeline.Proposals, estimates and requests48Receive and manage estimate requestsReview customer or public requests, assign staff, change status and convert qualified requests.Proposals, estimates and requests49Create an estimate request formDesign and publish a request form with the fields needed to qualify work.Proposals, estimates and requests50Configure estimate request statusesCreate a clear internal workflow for new, reviewed, qualified and closed requests.Proposals, estimates and requests51Create an invoiceIssue a customer invoice with accurate dates, currency, items, tax, discount and payment terms.Invoices, payments and credit notes52Edit a draft invoiceCorrect customer details, line items, dates and terms before the invoice is finalised or paid.Invoices, payments and credit notes53Send an invoice to a customerDeliver the client portal link and PDF using the invoice email template.Invoices, payments and credit notes54Create and edit a recurring invoiceConfigure an invoice template that generates future invoices on a defined schedule.Invoices, payments and credit notes55Understand recurring invoice generationLearn how cron, next invoice date and recurrence limits control automated invoice creation.Invoices, payments and credit notes56Record an invoice paymentApply an offline or manually confirmed payment with amount, date, mode and transaction reference.Invoices, payments and credit notes57Record a batch paymentAllocate one received amount across multiple outstanding invoices when supported by the selected records.Invoices, payments and credit notes58Manage payment records and receiptsReview, email, download or remove payment records according to permissions and accounting controls.Invoices, payments and credit notes59Send overdue invoice noticesSend a controlled reminder and understand automated overdue reminder settings.Invoices, payments and credit notes60Pause and resume overdue remindersTemporarily stop automatic overdue messages for a specific invoice and resume them later.Invoices, payments and credit notes61Create a credit noteIssue a credit against a customer account with items, taxes and an explanatory reference.Invoices, payments and credit notes62Create a credit note from an invoiceReuse invoice lines when reversing or adjusting all or part of a billed amount.Invoices, payments and credit notes63Apply credit to an invoiceAllocate available customer credit to one or more outstanding invoices.Invoices, payments and credit notes64Record and manage a credit note refundDocument money returned to the customer and maintain the remaining credit balance.Invoices, payments and credit notes65Export invoices and sales PDFsDownload individual or grouped invoice documents for audit, customer service or archiving.Invoices, payments and credit notes66Understand subscriptions in Britixo CRMLearn how recurring online billing differs from recurring invoices and when each model is appropriate.Subscriptions and recurring revenue67Create a customer subscriptionConfigure a recurring plan with customer, billing interval, amount, tax and gateway information.Subscriptions and recurring revenue68Edit and synchronise a subscriptionUpdate supported local settings and synchronise the CRM record with its payment provider.Subscriptions and recurring revenue69Send a subscription link by emailInvite the customer to review and complete the subscription flow through the client-facing link.Subscriptions and recurring revenue70Cancel or resume a subscriptionControl recurring billing while preserving the history and gateway relationship.Subscriptions and recurring revenue71Configure online payment gatewaysEnable supported gateways, add credentials, select currencies and test checkout before production use.Subscriptions and recurring revenue72Troubleshoot subscription and webhook updatesDiagnose missing status changes, failed charges and webhook or cron communication problems.Subscriptions and recurring revenue73Create an expenseRecord a business cost with category, date, amount, tax, payment mode, customer or project relationship.Expenses, items and finance setup74Attach a receipt to an expenseUpload supporting evidence and keep the file linked to the expense record.Expenses, items and finance setup75Create a recurring expenseSchedule repeat costs and understand how cron creates the future expense records.Expenses, items and finance setup76Convert a billable expense to an invoiceCharge a customer for an eligible expense while preserving the source relationship.Expenses, items and finance setup77Import expensesPrepare and validate expense data for controlled bulk import.Expenses, items and finance setup78Configure expense categoriesCreate consistent categories for entry, filtering and reporting.Expenses, items and finance setup79Create products and servicesMaintain reusable descriptions, rates, tax defaults and item groups for sales documents.Expenses, items and finance setup80Import and organise invoice itemsBulk-load items, group them logically and keep standard rates current.Expenses, items and finance setup81Configure taxesCreate named tax rates that can be selected on items, invoices, estimates and expenses.Expenses, items and finance setup82Configure currencies and base currencyAdd supported currencies and understand the restrictions around the system base currency.Expenses, items and finance setup83Configure payment modesDefine offline payment methods and control which options are shown to customers.Expenses, items and finance setup84Create a projectSet up a customer project with dates, billing type, members, progress and visibility options.Projects, tasks and time tracking85Configure project members and permissionsChoose the staff who can access and work on the project.Projects, tasks and time tracking86Create and manage project milestonesBreak delivery into ordered stages with due dates and visual status.Projects, tasks and time tracking87Use project overview and progressReview project health, tracked time, tasks, milestones, financials and recent activity.Projects, tasks and time tracking88Use the project Gantt chartVisualise task dates, dependencies and delivery sequence on a timeline.Projects, tasks and time tracking89Manage project files and client visibilityUpload internal or client-visible files and update file descriptions.Projects, tasks and time tracking90Use project discussionsCreate threaded project conversations and control client visibility.Projects, tasks and time tracking91Record project expensesCreate project-related costs and mark eligible expenses billable to the customer.Projects, tasks and time tracking92Create a taskDefine work with assignees, followers, dates, priority, relation and description.Projects, tasks and time tracking93Use task list and Kanban viewsFilter tasks, change view and move work through statuses.Projects, tasks and time tracking94Use task checklists and attachmentsBreak work into verifiable steps and keep supporting files with the task.Projects, tasks and time tracking95Track time with task timersStart, stop, edit and review time entries while respecting permissions.Projects, tasks and time tracking96Create billable task time on an invoiceSelect eligible unbilled time and convert it into invoice line items.Projects, tasks and time tracking97Copy tasks and manage recurring tasksReuse task structures and automate repeat work without duplicating setup manually.Projects, tasks and time tracking98Create a support ticketLog a customer or internal support request with contact, department, service, priority and message.Support and knowledge base99Reply to and manage a ticketSend replies, add private notes, change status and coordinate ownership.Support and knowledge base100Use ticket statuses, priorities and servicesConfigure the controlled values used to route and report support work.Support and knowledge base101Configure support departmentsCreate teams, assign members and configure department email piping where required.Support and knowledge base102Configure email piping for ticketsTurn incoming support email into tickets after mailbox and cron settings are tested.Support and knowledge base103Use predefined ticket repliesCreate reusable response content and insert it into ticket replies.Support and knowledge base104Configure ticket spam filtersBlock unwanted senders, subjects or message patterns from creating support work.Support and knowledge base105Use AI ticket summary and reply suggestionsGenerate an assisted summary or draft response while keeping staff responsible for final review.Support and knowledge base106Create a knowledge base articleWrite a searchable self-service article and assign it to a group.Support and knowledge base107Organise knowledge base groupsCreate, reorder, colour and publish article groups.Support and knowledge base108Publish or hide knowledge base contentControl whether an article is available to customers and public visitors.Support and knowledge base109Review knowledge base performanceUse article views and usefulness feedback to improve self-service content.Support and knowledge base110Create a contractCreate a customer contract with subject, value, dates, type and rich contract content.Contracts and documents111Use contract templatesReuse approved wording when drafting a new or existing contract.Contracts and documents112Send a contract for review and signatureEmail the secure client link and monitor signature status.Contracts and documents113Manage contract signaturesReview signed information and clear or update signature state only when operationally justified.Contracts and documents114Renew a contractCreate a renewal entry with revised dates, value and notes while keeping history.Contracts and documents115Manage contract comments, notes and attachmentsKeep internal context, customer collaboration and supporting files organised.Contracts and documents116Configure contract typesCreate consistent contract classifications for filtering and reporting.Contracts and documents117Create a staff accountAdd a team member with contact details, role, departments and access status.Staff, roles and organisation118Edit staff profile and statusUpdate profile information, language, signature and active status.Staff, roles and organisation119Create and manage rolesDefine reusable permission sets for CRM modules and sensitive actions.Staff, roles and organisation120Assign individual staff permissionsApply role permissions and any supported user-specific adjustments carefully.Staff, roles and organisation121Assign staff to support departmentsControl which staff receive and work on departmental tickets.Staff, roles and organisation122Review a staff member profile and activityView assigned work, activity, projects, tasks and timesheets according to permissions.Staff, roles and organisation123Manage staff timesheetsReview time entries by member, date and related task before billing or reporting.Staff, roles and organisation124Configure staff two-factor authenticationEnable and verify an additional authentication factor for staff login.Staff, roles and organisation125Deactivate staff access safelyRemove login access while preserving ownership history and reassigning active work.Staff, roles and organisation126Configure SMTP email deliveryConnect the approved mail service and send a test message before enabling live workflows.Email and communications127Connect Google or Microsoft SMTP OAuthAuthorise supported providers without storing a normal mailbox password.Email and communications128Edit email templatesCustomise subjects and content while preserving required merge fields and links.Email and communications129Enable or disable email templatesControl individual messages or entire template groups without deleting content.Email and communications130Review queued email and delivery issuesInspect pending messages and clear the queue only after identifying the underlying problem.Email and communications131Schedule an invoice emailChoose a future date and time for an invoice message.Email and communications132Schedule an estimate emailPrepare a future estimate delivery while keeping the document available for review.Email and communications133Create and publish an announcementSend time-limited internal announcements to selected staff audiences.Email and communications134Use sales reportsAnalyse invoices, payments, estimates, proposals, items, taxes and credit notes.Reports, goals and surveys135Use expenses and income reportsCompare operational costs and revenue over selected periods.Reports, goals and surveys136Use customer reportsReview customer acquisition, groups and account-level performance.Reports, goals and surveys137Use lead reportsMeasure lead volume, source, status, conversion and monthly trends.Reports, goals and surveys138Use timesheet reportsReview tracked time by staff, project, task and period.Reports, goals and surveys139Create and manage goalsSet measurable targets, assign responsibility and review progress toward the selected goal type.Reports, goals and surveys140Create a surveyBuild a questionnaire with ordered questions, descriptions and publication settings.Reports, goals and surveys141Send a survey and manage mailing listsInvite selected contacts or imported email lists and avoid duplicate sends.Reports, goals and surveys142Review survey resultsAnalyse individual answers and aggregate response patterns.Reports, goals and surveys143Client portal overviewUnderstand the areas a contact can see and how staff permissions differ from contact permissions.Client portal144Invite a contact to the client portalCreate login access and send the contact the appropriate account or password setup message.Client portal145Help a client view and pay invoicesGuide a customer through invoice details, PDF download and available online payment options.Client portal146Help a client review estimates and proposalsExplain how customers view, comment, accept or decline supported sales documents.Client portal147Help a client sign a contractGuide an authorised contact through review and electronic signature.Client portal148Help a client follow projects and tasksShow client-visible milestones, tasks, discussions, files and progress.Client portal149Help a client create and follow support ticketsExplain ticket creation, replies, attachments and status updates.Client portal150Troubleshoot missing client portal sectionsCheck contact permissions, customer relationship, document status and visibility settings.Client portal151Configure GDPR and consent purposesDefine consent purposes and enable the privacy tools required by the organisation.Data, privacy and security152Record and review contact consentCapture opt-in or opt-out evidence for configured consent purposes.Data, privacy and security153Handle a data removal requestReview the request, assess linked records and update status using the organisation’s legal process.Data, privacy and security154Export CRM dataGenerate supported data exports for portability, audit or controlled analysis.Data, privacy and security155Create and restore database backups safelyCreate, download, schedule and retain database backups according to an approved recovery policy.Data, privacy and security156Review the activity logAudit important staff and system actions and clear logs only under an approved retention policy.Data, privacy and security157Configure password, session and two-factor securityApply strong authentication practices and understand session-clearing controls.Data, privacy and security158Manage spam filters and blocked sendersReduce unwanted support traffic while avoiding over-broad rules that block valid customers.Data, privacy and security159Configure general system settingsManage company, localisation, finance, customers, tasks, support, cron and other application options.System settings and customisation160Create custom fieldsAdd structured fields to supported record types and choose visibility and validation behaviour.System settings and customisation161Manage installed modulesActivate, deactivate, update or uninstall modules while protecting data and compatibility.System settings and customisation162Customise the main and setup menusReorder, hide or reset supported admin menu items through the menu setup module.System settings and customisation163Configure the second header menuRename, reorder and show or hide second-header groups and links.System settings and customisation164Customise theme and interface stylingApply supported visual settings and reset them without editing core application files.System settings and customisation165Configure company logos and faviconUpload production-ready brand assets and verify light and dark interface contexts.System settings and customisation166Run and verify the cron jobConfigure scheduled processing for reminders, recurring records, email and automation.System settings and customisation167Use the Enterprise Solutions catalogueBrowse bundled product, module and integration information and manage catalogue requests.Enterprise modules and integrations168Generate and export an e-invoiceValidate the configured template and create the supported electronic invoice output.Enterprise modules and integrations169Use AI text enhancement and ticket assistanceImprove draft text, summarise tickets and suggest replies with human review before use.Enterprise modules and integrations170Configure and use the iDEAL payment integrationEnable the bundled iDEAL integration, configure webhook handling and test payment callbacks.Enterprise modules and integrations171Troubleshoot a hidden Appointments menuIdentify why the Appointments parent menu or one of its child pages is not visible to a staff member.Appointments & Scheduling172Understand appointment data, public links and security boundariesLearn what appointment information is stored, how public hash links work and which actions remain permission-controlled.Appointments & Scheduling173Create a lead-related appointmentSchedule follow-up activity against a lead before that person becomes a customer contact.Appointments & Scheduling174Create a staff-only appointmentSchedule an internal meeting or blocked work item without attaching it to a customer contact or lead.Appointments & Scheduling175Create 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 & Scheduling176Process a pending client cancellation requestApprove or reject a customer's request without allowing the client portal to bypass staff control over the appointment lifecycle.Appointments & Scheduling177Enable the client-area booking linkShow eligible logged-in customer contacts a Britixo Appointments entry and booking action in the client portal.Appointments & Scheduling178Client Appointments portal overviewGive authorised customer contacts a self-service area to view, book, cancel, reschedule and download calendar information for their Britixo appointments.Appointments & Scheduling179Grant a contact Appointments permissionAuthorise one customer contact to use the Britixo client appointment area without granting unrelated customer permissions.Appointments & Scheduling180Book an appointment from the client portalCreate an external appointment from an authenticated customer's Britixo portal using the contact already associated with the session.Appointments & Scheduling181View 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 & Scheduling182Request appointment cancellation as a clientSubmit a cancellation request from the client-facing appointment view while leaving the final decision to authorised staff.Appointments & Scheduling183Approve a client cancellation requestReview the customer's pending request and apply the authorised cancellation flow with history and communication.Appointments & Scheduling184Request appointment rescheduling as a clientPropose a new date and time through the client portal without directly overwriting the approved appointment.Appointments & Scheduling185Approve a client reschedule requestApply a valid requested date and time after checking provider availability, reminders, calendar events and participant communication.Appointments & Scheduling186Deny a client reschedule requestReject an unsuitable proposed time while retaining the original appointment schedule and a clear request decision.Appointments & Scheduling187View appointments on customer and lead recordsUse the module tabs added to customer and lead screens to see related appointment history in context.Appointments & Scheduling188Submit or update client appointment feedbackAllow an authorised appointment participant to provide or revise feedback through the protected feedback link or client flow.Appointments & Scheduling189Automatically create an invoice for an eligible bookingGenerate a CRM invoice after a qualifying paid-service booking by an authenticated client contact.Appointments & Scheduling

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