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Connected Britixo help topic

Appointments dashboard widget help index

Every Britixo help article connected to dashboard widgets 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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01Use the corporate dashboardRead high-level business metrics, recent activity and permission-aware widgets from one screen.Dashboard and navigation02Customise dashboard widgetsShow, hide, reorder and reset personal dashboard widgets without changing other users.Dashboard and navigation03Use the top navigation and second headerMove quickly between configured menu groups and understand the administrator-controlled second header.Dashboard and navigation04Use the calendarReview and create calendar events alongside tasks, projects and other dated CRM activity.Dashboard and navigation05Create and manage remindersCreate time-based reminders linked to customers, sales records and other supported items.Dashboard and navigation06Manage your to-do listAdd, reorder, complete and remove personal to-do items.Dashboard and navigation07Use the media libraryUpload, organise and reuse media files available to supported editor fields.Dashboard and navigation08Use bulk PDF exportCreate downloadable PDF packages for supported sales records in a controlled batch.Dashboard and navigation09Customise the main and setup menusReorder, hide or reset supported admin menu items through the menu setup module.System settings and customisation10Configure the second header menuRename, reorder and show or hide second-header groups and links.System settings and customisation11Customise theme and interface stylingApply supported visual settings and reset them without editing core application files.System settings and customisation12Configure general appointment settingsSet the default table view, summary, staff availability rules, date restrictions, dashboard widgets, calendar behaviour and customer-facing options.Appointments & Scheduling13Use the Appointments dashboardReview live appointment totals, status distribution, upcoming work and the shortcuts that lead to the operational list, calendar and reports.Appointments & Scheduling14Understand Appointments summary cardsInterpret the status and workload totals shown above appointment lists without confusing live operational counts with financial or performance reports.Appointments & Scheduling15Filter appointments by status, date and sourceFind the exact appointment set using the module's built-in status, date, assignment, relationship and source filters.Appointments & Scheduling16Use My appointments and Assigned to meSeparate appointments created by you from appointments where you are the responsible provider or attendee.Appointments & Scheduling17Show Google Calendar events in the appointment tableInclude imported Google Calendar events beside Britixo appointments for a wider workload view without converting those events into native appointment records.Appointments & Scheduling18Choose the default Appointments filterSet the appointment list to open with the most useful operational view, such as upcoming, assigned or all records.Appointments & Scheduling19Open 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 & Scheduling20Use appointment tooltips and the universal calendarReview appointment timing and essential context from calendar entries while keeping access controlled by the Britixo Appointments & Scheduling module.Appointments & Scheduling21Mark an appointment In ProgressMove an approved or pending operational record into active delivery when the appointment begins.Appointments & Scheduling22Use the Appointments analytics dashboardReview operational appointment volume, outcomes, completion rate, staff activity and service demand across a selected period.Appointments & Scheduling23Enable the Today's Appointments widgetShow a compact list of appointments scheduled for the current day on the staff dashboard.Appointments & Scheduling24Enable the Upcoming Appointments widgetDisplay near-future appointment workload on the staff dashboard using the configured upcoming range.Appointments & Scheduling25Configure the Upcoming Appointments widget rangeChoose how far ahead the dashboard widget looks so it stays useful and fast.Appointments & Scheduling