Choose services shown on the public booking form
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Limit the public form to the active services appropriate for website visitors while keeping other services available to staff.
What you’ll accomplish
Limit the public form to the active services appropriate for website visitors while keeping other services available to staff. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The booking-form configuration can expose all eligible active services or store a selected subset.
The public controller intersects that configuration with active service and provider eligibility.
A hidden public service can still remain available on staff appointment forms.
Follow these steps
- Go to Booking Form settings.
- Select all active services or select the permitted subset.
- Save.
- Go to the public form in a signed-out browser.
- Verify only intended services and their 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
- Do not assume selecting an inactive service makes it public.
- Review the list after adding or retiring services.
- Use staff-only services outside the public subset.
- 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.