Appointments & Scheduling · How-to guide

Understand appointment cron reminders

Ensure scheduled reminders, recurring appointments and feedback tasks are processed by the server cron at the required time.

Audience: Staff who manage appointmentsFeature: Cron processingModule v1.3.6

Feature pathServer cron / Appointments settings

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

Ensure scheduled reminders, recurring appointments and feedback tasks are processed by the server cron at the required time. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The module hooks into the CRM cron and queries records whose reminder, recurrence or feedback work is due.

Processing records notification/cycle state to avoid uncontrolled repetition.

A configured reminder cannot run if the CRM cron itself is not executing.

Step-by-step workflow

Confirm the CRM cron command is installed and running.
Configure a test appointment reminder.
Wait for the due processing window.
Check CRM logs, appointment activity and delivery.
Test recurrence and feedback separately.

Important fields and decisions

Cron scheduleServer frequency for CRM background processing.

Due conditionRecord date/time that makes work eligible.

Processed stateFlag or timestamp preventing duplicates.

Delivery/integration resultOutcome of the attempted background action.

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 create a second cron without understanding the existing schedule.
Timezone affects when records become due.
Review failures without repeatedly resetting notification state.
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:reminders recurring appointments feedback notifications scheduling invoice payment check report approval appointment service provider availability

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Understand appointment cron reminders

What this feature does

How the module flow works

Step-by-step workflow

Important fields and decisions

What happens after completion

Controls, checks and common mistakes

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