Connected Britixo help topic

Appointment custom field help index

Every Britixo help article connected to custom fields 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.

25 connected guidesLive-search indexedBritixo only

01Configure currencies and base currencyAdd supported currencies and understand the restrictions around the system base currency.Expenses, items and finance setup 02Configure general system settingsManage company, localisation, finance, customers, tasks, support, cron and other application options.System settings and customisation 03Create custom fieldsAdd structured fields to supported record types and choose visibility and validation behaviour.System settings and customisation 04Manage installed modulesActivate, deactivate, update or uninstall modules while protecting data and compatibility.System settings and customisation 05Customise the main and setup menusReorder, hide or reset supported admin menu items through the menu setup module.System settings and customisation 06Configure the second header menuRename, reorder and show or hide second-header groups and links.System settings and customisation 07Customise theme and interface stylingApply supported visual settings and reset them without editing core application files.System settings and customisation 08Configure company logos and faviconUpload production-ready brand assets and verify light and dark interface contexts.System settings and customisation 09Run and verify the cron jobConfigure scheduled processing for reminders, recurring records, email and automation.System settings and customisation 10Create an internal customer appointmentBook an appointment from the staff area for an existing customer contact while retaining the customer, service, provider and communication links.Appointments & Scheduling 11Create a lead-related appointmentSchedule follow-up activity against a lead before that person becomes a customer contact.Appointments & Scheduling 12Create a staff-only appointmentSchedule an internal meeting or blocked work item without attaching it to a customer contact or lead.Appointments & Scheduling 13Create 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 14Choose a service and providerSelect a compatible service and responsible provider so pricing, duration, buffers and availability are calculated correctly.Appointments & Scheduling 15Select appointment date, time, duration and timezoneStore the appointment at the intended real-world time and ensure availability, reminders and calendar events use the correct timezone.Appointments & Scheduling 16Add appointment subject, description, location and notesRecord clear operational context for staff and participants while keeping internal notes separate from customer-facing content.Appointments & Scheduling 17Add staff attendees to an appointmentInvite additional Britixo staff members while preserving the selected provider as the responsible service owner.Appointments & Scheduling 18Configure email and SMS reminders on an appointmentSet record-level reminder timing and communication choices that the module's cron and notification flows can process.Appointments & Scheduling 19Add and use appointment custom fieldsCapture organisation-specific appointment information through the module's supported custom-field integration.Appointments & Scheduling 20Update an appointmentChange permitted appointment details while keeping status, calendar, recurrence, reminders and participants consistent.Appointments & Scheduling 21View 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 22Book 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 & Scheduling 23Configure appointment email merge fieldsInsert supported dynamic values into messages so customers and staff receive the correct subject, timing, location, provider and meeting information.Appointments & Scheduling 24Recurring appointments overviewUse Britixo recurrence to generate future appointment records through cron while preserving cycle limits, service/provider relationships and individual appointment histories.Appointments & Scheduling 25Create a recurring appointmentConfigure a parent appointment to generate future appointments at a supported interval.Appointments & Scheduling