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Appointments & Scheduling · How-to guide

Configure blocked days and holidays

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Remove one-off dates from booking availability without rewriting the normal weekly schedule.

Audience: Staff who manage appointmentsFeature: Blocked datesModule v1.3.6
Jump to steps
Where to goAppointments > Settings / Schedule
Before you startThis guide follows the supplied Pixie CRM Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: View. A menu, button, provider, time slot or client action can remain hidden when the signed-in user lacks the required permission, the module setting is disabled, the related record is in an ineligible state, or availability validation rejects the request.

What you’ll accomplish

Remove one-off dates from booking availability without rewriting the normal weekly schedule. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

Blocked-date data is checked during slot generation after the requested date is received.

A blocked date can prevent slots despite otherwise open company or provider hours.

Existing appointments on a newly blocked date are not automatically resolved and require operational review.

Follow these steps

  1. Go to the module schedule or blocked-days settings.
  2. Add the holiday, closure or unavailable date.
  3. Apply the block to the intended scope where the interface permits.
  4. Save.
  5. Test the date and review any appointments already scheduled there.

Settings to check

Blocked dateOne-off date excluded from availability.
ScopeCompany-wide or provider-specific effect supported by the configuration.
ReasonOperational explanation for staff.
Existing appointmentRecord requiring separate cancellation or reschedule decision.

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 change weekly hours for a single holiday.
  • Blocking a date does not automatically notify existing participants.
  • Check timezones when the closure crosses regional dates.
  • 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.
Scheduling and data safetyAppointment changes can notify customers, reserve provider time, update remote calendars, create meeting links or invoices and alter reports. Confirm the exact record, timezone, status and recipients before saving.
Browse connected topics:availabilityschedulingproviderbooking forminvoicepaymentcheckreportapprovalappointmentservicereschedulingcancellationreminders
Close the company on specific weekdaysRequest appointment rescheduling as a clientCancel an appointment as staffTroubleshoot no available appointment time slotsCompany schedule overviewConfigure company working hoursConfigure staff working hoursUse the company schedule for staff

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