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Appointments & Scheduling · How-to guide

Use My appointments and Assigned to me

Separate appointments created by you from appointments where you are the responsible provider or attendee.

Audience: Staff who manage appointmentsFeature: Assignment filtersModule v1.3.6
Feature pathAppointments > Appointment list
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

Separate appointments created by you from appointments where you are the responsible provider or attendee. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

My appointments filters by the staff user associated with creation or ownership according to the table query.

Assigned to me focuses on appointments where the current staff member is the selected provider or assigned participant.

The two sets can overlap, but they answer different operational questions.

Step-by-step workflow

  1. Open the Appointments list.
  2. Select My appointments to review records you originated or own.
  3. Select Assigned to me to review the delivery workload allocated to you.
  4. Open overlapping records and confirm provider and attendee details.
  5. Use the calendar to check timing across the assigned set.

Important fields and decisions

Creator / ownerThe staff member who initiated or owns the record.
ProviderThe service provider responsible for delivery.
AttendeesAdditional staff participants invited to the appointment.
Current userThe signed-in staff account used by both filters.

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

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:appointmentproviderschedulingcustomersinvoicepaymentcheckreportapprovalserviceavailabilityremindersfeedbackGoogle Calendar
Filter appointments by status, date and source →Choose a service and provider →Add staff attendees to an appointment →Use appointment tooltips and the universal calendar →Use the Appointments dashboard →Understand Appointments summary cards →Show Google Calendar events in the appointment table →Choose the default Appointments filter →