Edit service duration, price and colour
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 update how a service appears and behaves in future booking choices without changing past appointment facts.
What you’ll accomplish
Update how a service appears and behaves in future booking choices without changing past appointment facts. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The service edit flow loads the existing record and updates the supported fields under edit permission.
New appointments use the current service settings, while existing appointments retain the timing and price-related data already stored or invoiced.
Colour is presentation metadata used in service and calendar interfaces.
Follow these steps
- Go to the service from the Services list.
- Check existing appointments before changing operational values.
- Change duration, price, colour or description as required.
- Save the service.
- Create a test appointment and confirm the updated behaviour.
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
- Do not expect editing a service price to rewrite existing invoices.
- A shorter duration can expose new slots; review provider workload.
- Use change-control notes outside the service form when pricing history matters.
- 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.