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Appointments & Scheduling · How-to guide

Configure company working hours

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 normal opening and closing windows used when staff inherit the organisation schedule.

Audience: Staff who manage appointmentsFeature: Working hoursModule v1.3.6
Jump to steps
Where to goAppointments > Company 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

Set the normal opening and closing windows used when staff inherit the organisation schedule. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

Each weekday can be enabled with a start and end time or disabled.

Saved values are read by provider availability when the provider uses company schedule.

A requested slot must fit fully inside the applicable working window after service duration and buffers are considered.

Follow these steps

  1. Go to Company Schedule.
  2. Enable each normal operating weekday.
  3. Set opening and closing times.
  4. Disable days when the organisation is normally closed.
  5. Save and test opening, middle and closing-edge slots.

Settings to check

WeekdayDay-specific schedule row.
StartEarliest normal working time.
EndLatest boundary for a complete appointment interval.
Use company scheduleProvider setting that applies these hours.

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 set an end time that leaves no space for the service duration.
  • Use blocked days for one-off closures rather than changing the weekly pattern repeatedly.
  • Test the boundary with service buffers included.
  • 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:schedulingavailabilitybooking formtimezonesinvoicepaymentcheckreportapprovalappointmentserviceproviderremindersfeedback
Close the company on specific weekdaysConfigure blocked days and holidaysUse the company schedule for staffConfigure service buffersCompany schedule overviewConfigure staff working hoursOverride company hours for a providerUnderstand appointment time-slot generation

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