Choose a service and provider
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Select a compatible service and responsible provider so pricing, duration, buffers and availability are calculated correctly.
What you’ll accomplish
Select a compatible service and responsible provider so pricing, duration, buffers and availability are calculated correctly. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
Active services define duration, buffers, price, colour and the staff members allowed to provide them.
The provider selector is narrowed by service-provider relationships; the primary provider can be used as the preferred default.
Availability is calculated against company hours, provider working hours, blocked dates, existing busy periods and service buffers.
Follow these steps
- Select the required active service.
- Check its duration, price and buffer expectations.
- Select an eligible provider from the service provider list.
- Request or select an available time slot.
- Verify the provider remains selected before saving.
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 manually shorten duration to bypass a genuine conflict.
- A provider must be assigned to the service to appear in normal booking choices.
- Inactive services should not be used for new bookings.
- 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.