Appointments & Scheduling · How-to guide

View appointments on customer and lead records

Use the module tabs added to customer and lead screens to see related appointment history in context.

Audience: Staff who manage appointmentsFeature: Related record tabsModule v1.3.6

Feature pathCustomers or Leads > Open record > 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

Use the module tabs added to customer and lead screens to see related appointment history in context. 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 registers customer and lead tab hooks.

Each tab queries appointments related to the opened CRM record and respects staff module permissions.

Opening an appointment continues into the normal full detail controller.

Step-by-step workflow

Open the customer or lead record.
Select the Appointments tab.
Review related appointment status and timing.
Open a specific appointment for full details.
Use the main appointment filters for cross-customer analysis.

Important fields and decisions

Customer tabAppointments related to customer contacts.

Lead tabAppointments linked directly to a lead.

PermissionStaff Appointments access required.

Detail linkOpens the native appointment record.

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 assume every customer contact's data should be visible to every staff role.
Lead-related appointments do not automatically gain client portal access.
Use the appointment detail page before editing.
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:customers leads appointment scheduling invoice payment check report approval service provider availability client portal rescheduling

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View appointments on customer and lead records

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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