Appointments & Scheduling module overview
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
This guide explains the complete appointment workspace, its staff, customer and public booking areas, and the records that connect services, providers, calendars, reminders, invoices and feedback.
What you’ll accomplish
Understand the complete appointment workspace, its staff, customer and public booking areas, and the records that connect services, providers, calendars, reminders, invoices and feedback. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The module adds a permission-aware Appointments menu for staff, an optional Appointments area for customer contacts and a public booking form for external visitors.
Every appointment stores its source, related contact or lead, service, provider, attendees, date, start and end time, timezone, status, reminder settings and optional calendar or invoice references.
Company hours, staff-specific working hours, service duration, preparation and clean-up buffers, blocked dates and existing busy records are combined before a slot is offered.
Follow these steps
- Go to the Appointments menu from the staff sidebar.
- Check the Appointments list and summary before creating records.
- Configure services, company schedule and staff working hours.
- Go to Settings and choose the public form, calendar, reminder and invoice behaviour.
- Test one internal appointment and one public booking before publishing the form.
Settings to check
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
- Confirm the server cron runs so reminders and recurring appointments can be processed.
- Do not publish the booking form until providers and availability are configured.
- Use role permissions rather than administrator access for routine scheduling.
- 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.