Britixo CRMBritixo CRM Enterprise Help Centre
Connected Britixo help topic

Scheduling help index

Every Britixo help article connected to scheduling 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.

141 connected guidesLive-search indexedBritixo only
01Prepare Britixo CRM for production useFollow a practical readiness checklist covering email, cron, permissions, payments, backups and testing.Getting started02Add notes and reminders to a customerRecord internal context and schedule follow-up without exposing private notes to the client.Customers and contacts03Create and edit a recurring invoiceConfigure an invoice template that generates future invoices on a defined schedule.Invoices, payments and credit notes04Create a recurring expenseSchedule repeat costs and understand how cron creates the future expense records.Expenses, items and finance setup05Use AI ticket summary and reply suggestionsGenerate an assisted summary or draft response while keeping staff responsible for final review.Support and knowledge base06Configure SMTP email deliveryConnect the approved mail service and send a test message before enabling live workflows.Email and communications07Connect Google or Microsoft SMTP OAuthAuthorise supported providers without storing a normal mailbox password.Email and communications08Edit email templatesCustomise subjects and content while preserving required merge fields and links.Email and communications09Enable or disable email templatesControl individual messages or entire template groups without deleting content.Email and communications10Review queued email and delivery issuesInspect pending messages and clear the queue only after identifying the underlying problem.Email and communications11Schedule an invoice emailChoose a future date and time for an invoice message.Email and communications12Schedule an estimate emailPrepare a future estimate delivery while keeping the document available for review.Email and communications13Create and publish an announcementSend time-limited internal announcements to selected staff audiences.Email and communications14Create and restore database backups safelyCreate, download, schedule and retain database backups according to an approved recovery policy.Data, privacy and security15Run and verify the cron jobConfigure scheduled processing for reminders, recurring records, email and automation.System settings and customisation16Supplier bills overviewCreate, approve, pay and track supplier bills inside Accounting while maintaining vendor, tax and ledger connections.Accounting & Bookkeeping17Create a recurring supplier billConfigure a bill to generate future supplier liabilities on a repeat schedule without re-entering the template each period.Accounting & Bookkeeping18Appointments & Scheduling module overviewUnderstand the complete appointment workspace, its staff, customer and public booking areas, and the records that connect services, providers, calendars, reminders, invoices and feedback.Appointments & Scheduling19Enable Appointments permissionsGrant the minimum View, Create, Edit, Delete, Approve and View Reports capabilities required by each staff role.Appointments & Scheduling20Understand the Appointments menuLearn which staff menu options appear and the permission required for each one.Appointments & Scheduling21Prepare Appointments & Scheduling for production useComplete the operational checklist required before staff or customers begin making bookings.Appointments & Scheduling22Configure general appointment settingsSet the default table view, summary, staff availability rules, date restrictions, dashboard widgets, calendar behaviour and customer-facing options.Appointments & Scheduling23Troubleshoot a hidden Appointments menuIdentify why the Appointments parent menu or one of its child pages is not visible to a staff member.Appointments & Scheduling24Understand appointment data, public links and security boundariesLearn what appointment information is stored, how public hash links work and which actions remain permission-controlled.Appointments & Scheduling25Use the Appointments dashboardReview live appointment totals, status distribution, upcoming work and the shortcuts that lead to the operational list, calendar and reports.Appointments & Scheduling26Understand Appointments summary cardsInterpret the status and workload totals shown above appointment lists without confusing live operational counts with financial or performance reports.Appointments & Scheduling27Filter appointments by status, date and sourceFind the exact appointment set using the module's built-in status, date, assignment, relationship and source filters.Appointments & Scheduling28Use My appointments and Assigned to meSeparate appointments created by you from appointments where you are the responsible provider or attendee.Appointments & Scheduling29Show 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 & Scheduling30Choose the default Appointments filterSet the appointment list to open with the most useful operational view, such as upcoming, assigned or all records.Appointments & Scheduling31Open 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 & Scheduling32Use 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 & Scheduling33Create 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 & Scheduling34Create a lead-related appointmentSchedule follow-up activity against a lead before that person becomes a customer contact.Appointments & Scheduling35Create a staff-only appointmentSchedule an internal meeting or blocked work item without attaching it to a customer contact or lead.Appointments & Scheduling36Create 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 & Scheduling37Choose a service and providerSelect a compatible service and responsible provider so pricing, duration, buffers and availability are calculated correctly.Appointments & Scheduling38Select 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 & Scheduling39Add appointment subject, description, location and notesRecord clear operational context for staff and participants while keeping internal notes separate from customer-facing content.Appointments & Scheduling40Add staff attendees to an appointmentInvite additional Britixo staff members while preserving the selected provider as the responsible service owner.Appointments & Scheduling41Configure 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 & Scheduling42Add and use appointment custom fieldsCapture organisation-specific appointment information through the module's supported custom-field integration.Appointments & Scheduling43Update an appointmentChange permitted appointment details while keeping status, calendar, recurrence, reminders and participants consistent.Appointments & Scheduling44View 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 & Scheduling45Understand appointment statusesUse Pending, In Progress, Completed, Cancelled and No Show consistently so notifications, reports, feedback and calendar actions reflect the real outcome.Appointments & Scheduling46Approve a pending appointmentAccept an eligible pending booking and allow configured confirmation, calendar and meeting actions to run.Appointments & Scheduling47Mark an appointment In ProgressMove an approved or pending operational record into active delivery when the appointment begins.Appointments & Scheduling48Mark an appointment CompletedClose a successfully delivered appointment and make it eligible for completed-work reporting and configured feedback activity.Appointments & Scheduling49Mark an appointment No ShowRecord that the participant did not attend while retaining the appointment for accurate service and staff reporting.Appointments & Scheduling50Cancel an appointment as staffCancel an appointment directly with authorised staff access and preserve the cancellation outcome, communication and history.Appointments & Scheduling51Change appointment status from the detail viewUse the state-aware controls on the appointment record instead of editing status indirectly through unrelated fields.Appointments & Scheduling52Process 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 & Scheduling53Understand status notifications and appointment activityTrace which lifecycle actions create history and which configured messages may be sent to customers, providers or attendees.Appointments & Scheduling54Delete 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 & Scheduling55Appointments services overviewUnderstand how bookable services control provider eligibility, duration, buffers, price, colour and public availability.Appointments & Scheduling56Create an appointment serviceAdd a new bookable service with the duration, price, colour and provider relationships required by staff and public scheduling.Appointments & Scheduling57Edit service duration, price and colourUpdate how a service appears and behaves in future booking choices without changing past appointment facts.Appointments & Scheduling58Configure service buffersReserve preparation and follow-up time around appointments so adjacent bookings do not overlap operational work.Appointments & Scheduling59Assign providers to a serviceControl which staff members appear as eligible providers when a service is selected.Appointments & Scheduling60Choose a primary service providerSet the preferred provider for a service while retaining other eligible staff as alternatives.Appointments & Scheduling61Activate or disable an appointment serviceControl whether a service can be selected for new bookings without removing historical appointment references.Appointments & Scheduling62Delete an unused appointment serviceRemove a service only after confirming it is not needed for appointment history, reporting or future bookings.Appointments & Scheduling63Troubleshoot service and provider availabilityIdentify why a service, provider or time slot is missing from staff or public booking choices.Appointments & Scheduling64Company schedule overviewUnderstand the organisation-wide working windows used as the baseline for provider availability and public slot generation.Appointments & Scheduling65Configure company working hoursSet the normal opening and closing windows used when staff inherit the organisation schedule.Appointments & Scheduling66Close the company on specific weekdaysDisable normal booking availability on recurring closed weekdays such as weekends.Appointments & Scheduling67Configure staff working hoursDefine provider-specific weekly availability or choose to inherit the company schedule.Appointments & Scheduling68Use the company schedule for staffMake a provider inherit the organisation's current working hours and closures.Appointments & Scheduling69Override company hours for a providerGive one provider a different recurring weekly schedule without changing the organisation's baseline.Appointments & Scheduling70Configure blocked days and holidaysRemove one-off dates from booking availability without rewriting the normal weekly schedule.Appointments & Scheduling71Understand appointment time-slot generationSee how Britixo turns schedule data into selectable appointment starts and why a visually open period may not produce a valid slot.Appointments & Scheduling72Understand busy-time conflict checksPrevent overlapping appointments by understanding how provider bookings, schedule boundaries and connected calendar data affect availability.Appointments & Scheduling73Allow authorised staff bookings outside normal availabilityUnderstand the staff-side exception that can permit manual scheduling beyond standard hours while keeping public bookings constrained.Appointments & Scheduling74Troubleshoot no available appointment time slotsDiagnose an empty slot list systematically across service, provider, schedule, blocked-date, duration, buffer, conflict and timezone rules.Appointments & Scheduling75Public booking form overviewPublish a secure, responsive appointment form that offers only eligible services, providers, dates and times and creates external Britixo appointment records.Appointments & Scheduling76Choose services shown on the public booking formLimit the public form to the active services appropriate for website visitors while keeping other services available to staff.Appointments & Scheduling77Customise the booking form heading and descriptionPresent clear Britixo-branded instructions above the public scheduling form without changing booking logic.Appointments & Scheduling78Allow guest appointment bookingPermit visitors without a Britixo client login to submit the public appointment form while retaining validation and staff approval controls.Appointments & Scheduling79Enable the client-area booking linkShow eligible logged-in customer contacts a Britixo Appointments entry and booking action in the client portal.Appointments & Scheduling80Show provider email or phone on the public formControl whether provider contact information is visible to visitors selecting a service provider.Appointments & Scheduling81Enable booking terms and conditionsRequire visitors to accept the organisation's booking terms before an external appointment is submitted.Appointments & Scheduling82Enable reCAPTCHA on the public booking formReduce automated submissions by activating the module's reCAPTCHA check with the CRM's configured Google keys.Appointments & Scheduling83Enable the public booking language selectorAllow visitors to switch supported interface language on the public appointment form.Appointments & Scheduling84Embed the appointment booking form on a websitePlace the standalone Britixo booking experience inside an external website through the module's iframe-ready public URL.Appointments & Scheduling85Change the embedded booking form width and layoutAdjust the iframe-friendly public form container so it fits the website column without altering appointment logic.Appointments & Scheduling86Client Appointments portal overviewGive authorised customer contacts a self-service area to view, book, cancel, reschedule and download calendar information for their Britixo appointments.Appointments & Scheduling87Grant a contact Appointments permissionAuthorise one customer contact to use the Britixo client appointment area without granting unrelated customer permissions.Appointments & Scheduling88Book 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 & Scheduling89View 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 & Scheduling90Request appointment cancellation as a clientSubmit a cancellation request from the client-facing appointment view while leaving the final decision to authorised staff.Appointments & Scheduling91Approve a client cancellation requestReview the customer's pending request and apply the authorised cancellation flow with history and communication.Appointments & Scheduling92Request appointment rescheduling as a clientPropose a new date and time through the client portal without directly overwriting the approved appointment.Appointments & Scheduling93Approve a client reschedule requestApply a valid requested date and time after checking provider availability, reminders, calendar events and participant communication.Appointments & Scheduling94Deny a client reschedule requestReject an unsuitable proposed time while retaining the original appointment schedule and a clear request decision.Appointments & Scheduling95View appointments on customer and lead recordsUse the module tabs added to customer and lead screens to see related appointment history in context.Appointments & Scheduling96Appointments calendar integrations overviewUnderstand how native Britixo appointments connect to Google Calendar, Google Meet, Outlook and downloadable ICS files without becoming the same record.Appointments & Scheduling97Connect Google CalendarAuthorise an individual staff Google account so Britixo can create, update, delete or display calendar events for that user.Appointments & Scheduling98Synchronise an appointment to Google CalendarCreate a Google Calendar event from a Britixo appointment and retain the remote reference for later updates.Appointments & Scheduling99Auto-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 & Scheduling100Update 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 & Scheduling101Configure 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 & Scheduling102Enable Google Meet automaticallyCreate online meeting details for eligible appointments according to Britixo's Google Meet defaults and connected Google account.Appointments & Scheduling103Configure Google Meet recording, waiting and reminder defaultsSet the module's default meeting options for new eligible Google Meet appointments.Appointments & Scheduling104Send 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 & Scheduling105Configure Outlook CalendarPrepare the Microsoft application connection required for staff Outlook calendar event actions.Appointments & Scheduling106Add, update or delete an Outlook calendar eventMaintain a Microsoft Outlook event connected to the Britixo appointment through the module's calendar actions.Appointments & Scheduling107Download 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 & Scheduling108Appointment email templates overviewManage the Britixo email templates used for appointment approval, cancellation, reminders, updates, feedback and other participant communications.Appointments & Scheduling109Configure appointment email merge fieldsInsert supported dynamic values into messages so customers and staff receive the correct subject, timing, location, provider and meeting information.Appointments & Scheduling110Configure appointment SMS triggersChoose which appointment events send SMS through the main Britixo SMS gateway, including approval, cancellation, reminders and updates.Appointments & Scheduling111Send an appointment reminder earlyManually send a reminder before its scheduled cron time when operational circumstances require earlier participant contact.Appointments & Scheduling112Send a custom appointment emailSend an authorised ad-hoc message from the appointment context while keeping standard automated templates unchanged.Appointments & Scheduling113Understand appointment cron remindersEnsure scheduled reminders, recurring appointments and feedback tasks are processed by the server cron at the required time.Appointments & Scheduling114Request appointment feedbackInvite the customer to rate or comment on a completed appointment through the module's feedback flow.Appointments & Scheduling115Submit or update client appointment feedbackAllow an authorised appointment participant to provide or revise feedback through the protected feedback link or client flow.Appointments & Scheduling116Configure default appointment feedback optionsDefine the response choices presented when Britixo requests feedback after eligible appointments.Appointments & Scheduling117Track appointment email read statusInterpret the module's email-read tracking signal as delivery engagement evidence rather than guaranteed human acknowledgement.Appointments & Scheduling118Recurring appointments overviewUse Britixo recurrence to generate future appointment records through cron while preserving cycle limits, service/provider relationships and individual appointment histories.Appointments & Scheduling119Create a recurring appointmentConfigure a parent appointment to generate future appointments at a supported interval.Appointments & Scheduling120Choose an appointment recurrence frequencySelect weekly, monthly, yearly or custom recurrence based on the actual service schedule.Appointments & Scheduling121Configure custom appointment recurrenceRepeat an appointment every specified number of days, weeks, months or years.Appointments & Scheduling122Set limited or unlimited recurrence cyclesControl when appointment recurrence stops automatically or continues until staff end it.Appointments & Scheduling123Edit a recurring appointmentChange the recurrence parent carefully and understand that previously generated appointments remain independent records.Appointments & Scheduling124Stop a recurring appointmentPrevent future cycles while preserving the parent and all appointments already generated.Appointments & Scheduling125Appointment invoicing overviewUnderstand how an eligible Britixo appointment can be converted or automatically linked to a CRM invoice without merging appointment status and financial status.Appointments & Scheduling126Configure appointment invoice and tax settingsChoose whether eligible client bookings can create invoices and whether service amounts use no tax, a custom tax or a system tax.Appointments & Scheduling127Convert an appointment to an invoiceCreate a Britixo CRM invoice manually from a supported customer appointment and retain the link on the appointment record.Appointments & Scheduling128Automatically create an invoice for an eligible bookingGenerate a CRM invoice after a qualifying paid-service booking by an authenticated client contact.Appointments & Scheduling129Understand appointment invoice eligibilityIdentify why an invoice button or automatic invoice is available, hidden or skipped for a particular appointment.Appointments & Scheduling130View the invoice linked to an appointmentMove between the Britixo appointment and its CRM invoice to compare service delivery with billing and payment status.Appointments & Scheduling131Understand provider notification after appointment invoice paymentNotify the assigned provider after the linked appointment invoice is paid when the module's payment hook and required relationships are available.Appointments & Scheduling132Use Appointments historyReview the module-wide chronology of appointment creation, updates, approvals, status changes, requests and communications.Appointments & Scheduling133Edit appointment history notesCorrect or clarify the editable note content attached to appointment history without rewriting the underlying lifecycle action.Appointments & Scheduling134Use the Appointments analytics dashboardReview operational appointment volume, outcomes, completion rate, staff activity and service demand across a selected period.Appointments & Scheduling135Filter appointment reports by date rangeApply a defined reporting period and compare like-for-like appointment performance.Appointments & Scheduling136Review staff performance and popular servicesUse provider and service report sections to understand workload and demand without treating counts as standalone quality or revenue measures.Appointments & Scheduling137Enable the Today's Appointments widgetShow a compact list of appointments scheduled for the current day on the staff dashboard.Appointments & Scheduling138Enable the Upcoming Appointments widgetDisplay near-future appointment workload on the staff dashboard using the configured upcoming range.Appointments & Scheduling139Configure the Upcoming Appointments widget rangeChoose how far ahead the dashboard widget looks so it stays useful and fast.Appointments & Scheduling140Troubleshoot appointment timezone and date displayResolve appointments appearing on the wrong day or time across staff, client, calendar, reminder and report views.Appointments & Scheduling141Troubleshoot public booking and Appointments permissionsDiagnose missing menus, forbidden pages, hidden services and failed public submissions without weakening Britixo access controls.Appointments & Scheduling