Britixo CRMBritixo CRM Enterprise Help Centre
Appointments & Scheduling · How-to guide

View a public appointment link

Use the secure appointment hash link supplied after booking to review the permitted appointment information without exposing the numeric record identifier.

Audience: Customers and public booking participantsFeature: Public appointment detailModule v1.3.6
Feature pathPublic appointment URL
Before you beginThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Valid appointment hash. 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 secure appointment hash link supplied after booking to review the permitted appointment information without exposing the numeric record identifier. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The public detail controller resolves an appointment through its hash value.

It renders a restricted public view rather than the full staff record.

Available actions and information depend on status and module settings.

Step-by-step workflow

  1. Open the appointment link from the confirmation.
  2. Confirm the subject, date, time, timezone and status.
  3. Use only the public actions shown.
  4. Download calendar information where offered.
  5. Contact staff if the link no longer resolves or a change requires approval.

Important fields and decisions

HashNon-sequential public reference.
Public viewRestricted appointment presentation.
StatusCurrent customer-visible lifecycle state.
Calendar downloadICS file where enabled.

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

  • Treat the link as confidential.
  • Do not infer that a hidden field is missing from the staff record.
  • A cancelled or deleted appointment may no longer provide the same actions.
  • 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:appointmentbooking formcustomerscalendar filesinvoicepaymentcheckreportapprovalschedulingserviceprovideravailabilityclient portal
Download an appointment ICS calendar file →Request appointment cancellation as a client →Request appointment rescheduling as a client →Understand appointment data, public links and security boundaries →Client Appointments portal overview →Grant a contact Appointments permission →Book an appointment from the client portal →Approve a client cancellation request →