Assign providers to a service
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Control which staff members appear as eligible providers when a service is selected.
What you’ll accomplish
Control which staff members appear as eligible providers when a service is selected. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
Service-provider relationships are stored separately from the service record.
The booking form and staff appointment form use those relationships to limit provider choices.
Provider availability still depends on working hours, blocked dates and busy records after assignment.
Follow these steps
- Go to the service.
- Select every staff member authorised to provide it.
- Select the primary provider when one should be preferred.
- Save the provider relationships.
- Go to a booking form and verify only eligible providers appear.
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
- Assigning a provider does not create working hours.
- Remove departed or unauthorised staff promptly.
- Check public display settings before exposing provider contact details.
- 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.