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Appointments & Scheduling · How-to guide

Configure default appointment feedback options

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

Define the response choices presented when Pixie CRM requests feedback after eligible appointments.

Audience: Staff who manage appointmentsFeature: Feedback settingsModule v1.3.6
Jump to steps
Where to goAppointments > Settings > Feedback
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

Define the response choices presented when Pixie CRM requests feedback after eligible appointments. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

The module stores default feedback choices used by the customer feedback form.

Those options determine the structured value stored with the appointment.

Changing options affects future presentation and should be considered when comparing historical results.

Follow these steps

  1. Go to Feedback settings.
  2. Check the current response choices.
  3. Add or edit organisation-approved options.
  4. Save.
  5. Submit test feedback and review the stored result.

Settings to check

Option labelCustomer-visible response choice.
OrderPresentation sequence.
Active stateWhether the choice is offered.
Historical valuePrior feedback that should remain interpretable.

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 rename options in a way that changes historical meaning.
  • Keep the list concise and accessible.
  • Test the public/client feedback form.
  • 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:feedbackappointmentcustomersreportinvoicepaymentcheckapprovalschedulingserviceprovideravailabilityremindersnotifications
Request appointment feedbackSubmit or update client appointment feedbackUse the Appointments analytics dashboardReview staff performance and popular servicesAppointment email templates overviewConfigure appointment email merge fieldsConfigure appointment SMS triggersSend an appointment reminder early

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