Britixo CRMBritixo CRM Enterprise Help Centre
Appointments & Scheduling · How-to guide

Understand appointment statuses

Use Pending, In Progress, Completed, Cancelled and No Show consistently so notifications, reports, feedback and calendar actions reflect the real outcome.

Audience: Staff who manage appointmentsFeature: Appointment lifecycleModule v1.3.6
Feature pathAppointments > Open appointment
Before you beginThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: View. A menu, button, provider, time slot or client action can remain hidden when the signed-in user lacks the required permission, the module setting is disabled, the related record is in an ineligible state, or availability validation rejects the request.

What this feature does

Use Pending, In Progress, Completed, Cancelled and No Show consistently so notifications, reports, feedback and calendar actions reflect the real outcome. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

Status is stored on the appointment and controls which actions the module exposes.

Pending supports an approval decision, In Progress represents active delivery, Completed closes successful work, Cancelled records a stopped booking and No Show records non-attendance.

Status changes can add history, send configured messages, update remote calendars or trigger later feedback and reporting behaviour.

Step-by-step workflow

  1. Open the appointment detail page.
  2. Confirm the current status and source.
  3. Choose the next valid lifecycle action.
  4. Add a reason or note where the interface requests one.
  5. Save and verify history, notifications and calendar state.

Important fields and decisions

PendingAwaiting approval or initial handling.
In ProgressThe appointment has started or is being delivered.
CompletedThe intended appointment finished successfully.
Cancelled / No ShowSeparate unsuccessful outcomes used by reporting.

What happens after completion

After this workflow completes, Britixo keeps the appointment and its supported relationships connected. Reopen the appointment and verify the saved status, date, timezone, customer or lead, service, provider, attendees, reminder state, calendar or meeting reference, invoice reference and history that apply to this feature. External email, SMS, Google, Microsoft or payment outcomes must be checked separately from the Britixo database save.

  • Open the saved appointment and confirm the final status and source.
  • Check the participant, provider, timing and timezone from the full detail page.
  • Review the relevant table filter, calendar, history, report or linked invoice instead of relying only on a success message.

Controls, checks and common mistakes

  • Do not mark a cancellation as No Show merely to avoid an approval flow.
  • Completed status should reflect delivered work, not only a past date.
  • Review communication triggers before changing a customer-facing appointment.
  • Use the least destructive correction and retain the appointment history when the booking existed operationally.
  • Never bypass a permission, availability, approval, client-access or verification control by changing an unrelated route or setting.
Scheduling and data safetyAppointment changes can notify customers, reserve provider time, update remote calendars, create meeting links or invoices and alter reports. Confirm the exact record, timezone, status and recipients before saving.
Browse connected topics:appointmentapprovalcancellationfeedbackreportinvoicepaymentcheckschedulingserviceprovideravailabilityremindersnotifications
Approve a pending appointment →Mark an appointment In Progress →Mark an appointment Completed →Mark an appointment No Show →Cancel an appointment as staff →Change appointment status from the detail view →Process a pending client cancellation request →Understand status notifications and appointment activity →