Configure email and SMS reminders on an appointment
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 record-level reminder timing and communication choices that the module's cron and notification flows can process.
What you’ll accomplish
Set record-level reminder timing and communication choices that the module's cron and notification flows can process. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
Appointment reminder fields store whether and when communication should be sent before the scheduled start.
The cron process checks eligible future appointments and records notification state to avoid sending the same reminder repeatedly.
Email and SMS delivery also depend on active templates, gateway configuration, valid recipient details and module trigger settings.
Follow these steps
- Go to the appointment form.
- Enable the required reminder option.
- Select the reminder interval supported by the form.
- Verify the recipient has a valid email address or telephone number.
- Save and verify the server cron and templates are active.
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
- A saved reminder will not run without a functioning cron.
- SMS requires the main CRM SMS gateway and the module trigger to be enabled.
- Changing appointment time should be followed by a reminder review.
- 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.