Create an internal customer appointment
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Book an appointment from the staff area for an existing customer contact while retaining the customer, service, provider and communication links.
What you’ll accomplish
Book an appointment from the staff area for an existing customer contact while retaining the customer, service, provider and communication links. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The staff create action validates Appointments Create permission and loads eligible customers, contacts, services, staff and availability data.
Selecting a customer contact stores the appointment relationship against that contact while the source remains internal because staff created it.
Saving writes the appointment, service/provider relations, attendees, reminders and history before optional calendar or notification actions run.
Follow these steps
- Go to Appointments and select New appointment.
- Select Customer contact as the relationship and select the correct contact.
- Select a service and eligible provider, then select date, start time, duration and timezone.
- Enter the subject, description, location, reminders and attendees.
- Save, reopen the record and confirm the customer and provider links.
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
- Confirm the contact belongs to the intended customer before saving.
- Do not choose a provider whose working hours exclude the slot unless outside-hours booking is authorised.
- Check the stored timezone when the customer is in another region.
- 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.