Approve a client reschedule request
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Apply a valid requested date and time after checking provider availability, reminders, calendar events and participant communication.
What you’ll accomplish
Apply a valid requested date and time after checking provider availability, reminders, calendar events and participant communication. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The approval action requires the module Approve permission and a pending reschedule request.
It updates appointment timing and request state after validation.
Calendar events, meeting details, reminders and notifications may require update through configured integrations.
Follow these steps
- Go to the appointment with the pending request.
- Check the proposed time, provider schedule and conflicts.
- Approve the request.
- Verify updated date, time, timezone and history.
- Verify notifications and remote calendar updates.
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 approve without rechecking availability.
- Review service buffers.
- Confirm the customer received the revised schedule.
- 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.