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Appointments & Scheduling · How-to guide

Understand the Appointments menu

Learn which staff menu options appear and the permission required for each one.

Audience: Staff who manage appointmentsFeature: Menu navigationModule v1.3.6
Feature pathStaff sidebar → Appointments
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

Learn which staff menu options appear and the permission required for each one. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The parent menu links to the Appointments list and is shown when the user has View access.

Services, Company Schedule, Staff Working Hours and Settings are added only for users with Edit access.

History is added as a module child, Reports requires View Reports, and Booking Form opens the public form in a new browser tab.

Step-by-step workflow

  1. Open the Appointments parent menu.
  2. Use Appointments for the table, filters and record actions.
  3. Use Services to define duration, price, providers and buffers.
  4. Use Company Schedule and Staff Working Hours to control availability.
  5. Use History and Reports for operational review.
  6. Use Booking Form to preview the customer-facing experience.
  7. Use Settings to configure module-wide behaviour.

Important fields and decisions

AppointmentsMain list, dashboard summary, filters and appointment actions.
ServicesBookable service catalogue and provider assignment.
Company ScheduleDefault weekly opening hours.
Staff Working HoursProvider-specific overrides.
HistoryHistorical appointment list and notes.
ReportsDate-filtered operational analytics.
Booking FormPublic scheduling page.
SettingsGeneral, form, schedule and invoice configuration.

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

  • A missing child menu normally indicates insufficient permission.
  • The public booking form can open even when the staff user lacks Create permission because it is a public preview link.
  • Do not confuse the module Settings link with general CRM settings.
  • 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:appointmentschedulingservicereportbooking forminvoicepaymentcheckapprovalprovideravailabilityremindersfeedbacktimezones
Enable Appointments permissions →Use the Appointments dashboard →Appointments services overview →Company schedule overview →Public booking form overview →Appointments & Scheduling module overview →Prepare Appointments & Scheduling for production use →Configure general appointment settings →