Appointments & Scheduling · How-to guide

Add and use appointment custom fields

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Capture organisation-specific appointment information through the module's supported custom-field integration.

Audience: Staff who manage appointmentsFeature: Appointment custom fieldsModule v1.3.6

Jump to steps

Where to goSetup > Custom fields / Appointments form

Before you startThis guide follows the supplied Pixie CRM Appointments & Scheduling module version 1.3.6. The relevant access is Administrator for field setup; Appointments access for use. 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 you’ll accomplish

Capture organisation-specific appointment information through the module's supported custom-field integration. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

The module registers appointments as a custom-field context and loads enabled fields into supported staff and public forms.

Submitted values are saved through the CRM custom-field value system and returned with the appointment record.

Visibility and required behaviour depend on each custom-field configuration and the form context.

Follow these steps

Go to the CRM custom-field configuration.
Create a field for the Appointments context.
Set its type, label, order, required status and visibility.
Go to a staff or public appointment form and test the field.
Save an appointment and verify the value on the detail view.

Settings to check

Field typeText, number, date, selection or another supported CRM type.

RequiredPrevents submission when the context enforces the field.

VisibilityControls whether staff, customers or public visitors can see it.

Stored valueSaved against the appointment through the CRM field-value system.

Check it worked

After this workflow completes, Pixie CRM 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 Pixie CRM 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.

Common mistakes to avoid

Do not expose staff-only or sensitive fields on the public form.
Changing a field type after data exists can make old values harder to interpret.
Test required fields in every enabled booking context.
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:custom fields appointment booking form customers invoice payment check report approval scheduling service provider availability reminders

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Add and use appointment custom fields

What you’ll accomplish

How it works

Follow these steps

Settings to check

Check it worked

Common mistakes to avoid

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