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Appointments & Scheduling · How-to guide

Use the company schedule for staff

Make a provider inherit the organisation's current working hours and closures.

Audience: Staff who manage appointmentsFeature: Schedule inheritanceModule v1.3.6
Feature pathAppointments > Staff Working Hours
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

Make a provider inherit the organisation's current working hours and closures. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The staff schedule setting marks the provider to use company schedule values instead of a separate weekly pattern.

Future availability reflects later company schedule changes automatically.

Service assignments, blocked dates, buffers and busy records still apply.

Step-by-step workflow

  1. Open Staff Working Hours.
  2. Select the provider.
  3. Enable Use company schedule.
  4. Save.
  5. Search slots for an assigned service on open and closed company days.

Important fields and decisions

Inheritance flagUses the company schedule as the weekly baseline.
Company changeLater baseline update affecting inherited providers.
Service eligibilityProvider must still be assigned to the service.
Conflict checkRemoves times occupied by existing work.

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 expect inheritance to copy values into a permanent separate schedule.
  • A company closure can remove future slots for all inherited providers.
  • Existing appointments remain and should be reviewed separately.
  • 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:providerschedulingavailabilityinvoicepaymentcheckreportapprovalappointmentserviceremindersfeedbacktimezonesemail
Company schedule overview →Configure company working hours →Configure staff working hours →Understand busy-time conflict checks →Close the company on specific weekdays →Override company hours for a provider →Configure blocked days and holidays →Understand appointment time-slot generation →