Create an appointment service
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 add a new bookable service with the duration, price, colour and provider relationships required by staff and public scheduling.
What you’ll accomplish
Add a new bookable service with the duration, price, colour and provider relationships required by staff and public scheduling. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The Services controller requires the appropriate create access and validates submitted service data.
The service row is saved first, followed by provider relationships and the optional primary provider.
Once active, the service is available to permitted booking forms and appointment forms when at least one provider is eligible.
Follow these steps
- Go to Services and select New service.
- Enter the service name and description.
- Set duration, pre/post buffers, price, colour and active status.
- Assign one or more providers and choose a primary provider where required.
- Save and test the service in a new appointment and public form.
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
- Use a realistic duration and account for preparation separately through buffers.
- Assign only staff who actually provide the service.
- Test timezone and working hours after adding the service.
- 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.