Appointments services 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 how bookable services control provider eligibility, duration, buffers, price, colour and public availability.
What you’ll accomplish
Understand how bookable services control provider eligibility, duration, buffers, price, colour and public availability. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
Services are first-class module records used by staff forms and the public booking controller.
Each active service can define description, duration, pre/post buffers, price, colour, assigned providers and one primary provider.
A service must be active and have an eligible provider before it can produce normal public booking slots.
Follow these steps
- Go to Appointments > Services.
- Check active and inactive service records.
- Go to a service and inspect its duration, buffers, price and provider assignments.
- Verify the service appears in the intended booking forms.
- Test one available slot before publishing.
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
- Do not publish a service without provider availability.
- Price alone does not create an invoice unless all automatic-invoice conditions pass.
- Use inactive status instead of deleting a service still referenced by history.
- 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.