Choose a primary service provider
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to set the preferred provider for a service while retaining other eligible staff as alternatives.
What you’ll accomplish
Set the preferred provider for a service while retaining other eligible staff as alternatives. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The primary provider is stored alongside the service-provider relationships.
Interfaces can use it as the preferred provider, but availability must still be confirmed for the chosen slot.
Other assigned providers remain eligible unless removed or inactive.
Follow these steps
- Go to the service.
- Verify the preferred person is already in the assigned provider list.
- Select that person as Primary provider.
- Save the service.
- Test booking behaviour when the primary provider is available and unavailable.
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 select a primary provider who is not assigned to the service.
- A primary designation should not bypass an unavailable schedule.
- Review the primary provider when responsibilities change.
- 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.