Connected Britixo help topic

Google Calendar appointment help index

Every Britixo help article connected to Google Calendar 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.

34 connected guidesLive-search indexedBritixo only

01Configure general appointment settingsSet the default table view, summary, staff availability rules, date restrictions, dashboard widgets, calendar behaviour and customer-facing options.Appointments & Scheduling 02Use the Appointments dashboardReview live appointment totals, status distribution, upcoming work and the shortcuts that lead to the operational list, calendar and reports.Appointments & Scheduling 03Understand Appointments summary cardsInterpret the status and workload totals shown above appointment lists without confusing live operational counts with financial or performance reports.Appointments & Scheduling 04Filter appointments by status, date and sourceFind the exact appointment set using the module's built-in status, date, assignment, relationship and source filters.Appointments & Scheduling 05Use My appointments and Assigned to meSeparate appointments created by you from appointments where you are the responsible provider or attendee.Appointments & Scheduling 06Show 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 & Scheduling 07Choose the default Appointments filterSet the appointment list to open with the most useful operational view, such as upcoming, assigned or all records.Appointments & Scheduling 08Open 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 09Use 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 & Scheduling 10Create a staff-only appointmentSchedule an internal meeting or blocked work item without attaching it to a customer contact or lead.Appointments & Scheduling 11Add staff attendees to an appointmentInvite additional Britixo staff members while preserving the selected provider as the responsible service owner.Appointments & Scheduling 12Update an appointmentChange permitted appointment details while keeping status, calendar, recurrence, reminders and participants consistent.Appointments & Scheduling 13View 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 14Approve a pending appointmentAccept an eligible pending booking and allow configured confirmation, calendar and meeting actions to run.Appointments & Scheduling 15Cancel an appointment as staffCancel an appointment directly with authorised staff access and preserve the cancellation outcome, communication and history.Appointments & Scheduling 16Process 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 & Scheduling 17Delete an appointment safelyRemove an appointment only when deletion is appropriate and the organisation does not need its status, history, invoice, calendar or feedback evidence.Appointments & Scheduling 18Understand busy-time conflict checksPrevent overlapping appointments by understanding how provider bookings, schedule boundaries and connected calendar data affect availability.Appointments & Scheduling 19Approve a client cancellation requestReview the customer's pending request and apply the authorised cancellation flow with history and communication.Appointments & Scheduling 20Approve a client reschedule requestApply a valid requested date and time after checking provider availability, reminders, calendar events and participant communication.Appointments & Scheduling 21Appointments 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 22Connect Google CalendarAuthorise an individual staff Google account so Britixo can create, update, delete or display calendar events for that user.Appointments & Scheduling 23Synchronise an appointment to Google CalendarCreate a Google Calendar event from a Britixo appointment and retain the remote reference for later updates.Appointments & Scheduling 24Auto-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 25Update 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 26Configure 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 27Enable Google Meet automaticallyCreate online meeting details for eligible appointments according to Britixo's Google Meet defaults and connected Google account.Appointments & Scheduling 28Configure Google Meet recording, waiting and reminder defaultsSet the module's default meeting options for new eligible Google Meet appointments.Appointments & Scheduling 29Send 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 30Configure Outlook CalendarPrepare the Microsoft application connection required for staff Outlook calendar event actions.Appointments & Scheduling 31Add, update or delete an Outlook calendar eventMaintain a Microsoft Outlook event connected to the Britixo appointment through the module's calendar actions.Appointments & Scheduling 32Download 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 33Edit a recurring appointmentChange the recurrence parent carefully and understand that previously generated appointments remain independent records.Appointments & Scheduling 34Troubleshoot appointment timezone and date displayResolve appointments appearing on the wrong day or time across staff, client, calendar, reminder and report views.Appointments & Scheduling