Configure appointment email merge fields
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Insert supported dynamic values into messages so customers and staff receive the correct subject, timing, location, provider and meeting information.
What you’ll accomplish
Insert supported dynamic values into messages so customers and staff receive the correct subject, timing, location, provider and meeting information. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The module registers merge data for the appointment, related contact or lead, provider, service and supported meeting information.
The CRM template parser replaces recognised tags when the message is prepared.
Unavailable relationships produce empty values, so templates should be written to remain readable.
Follow these steps
- Go to an Appointments email template.
- Use the available merge-field picker.
- Add the required appointment and participant fields.
- Preview with representative customer, lead and staff-only records.
- Send tests and correct empty or duplicated wording.
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 paste unrecognised tags from another module.
- Avoid exposing internal notes.
- Test templates for records without a service or customer.
- 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.