Delete an appointment safely
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Remove an appointment only when deletion is appropriate and the organisation does not need its status, history, invoice, calendar or feedback evidence.
What you’ll accomplish
Remove an appointment only when deletion is appropriate and the organisation does not need its status, history, invoice, calendar or feedback evidence. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The delete action requires Appointments Delete permission and targets the native appointment record.
Related attendee, service, custom-field, history or integration data may be cleaned by module logic, while external calendar or financial records can require separate handling.
Deletion differs from cancellation because it removes operational evidence instead of preserving a cancelled outcome.
Follow these steps
- Go to the full appointment and confirm its identity.
- Check status, customer relationship, invoice, recurrence, feedback and remote calendar references.
- Prefer Cancel when the booking existed operationally and history matters.
- Use Delete only with authorised reason and confirmation.
- Check the record and any orphaned remote event are no longer accessible.
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
- Never delete merely to improve report figures.
- Do not delete a recurrence parent without reviewing future cycles.
- Confirm legal, audit and customer-service retention requirements.
- 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.