Appointments & Scheduling · How-to guide

Embed the appointment booking form on a website

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Place the standalone Pixie CRM booking experience inside an external website through the module's iframe-ready public URL.

Audience: Staff who manage appointmentsFeature: Website embedModule v1.3.6

Jump to steps

Where to goAppointments > Booking Form

Before you startThis guide follows the supplied Pixie CRM Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: View. A menu, button, provider, time slot or client action can remain hidden when the signed-in user lacks the required permission, the module setting is disabled, the related record is in an ineligible state, or availability validation rejects the request.

What you’ll accomplish

Place the standalone Pixie CRM booking experience inside an external website through the module's iframe-ready public URL. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

The module provides a public booking URL suitable for direct linking or iframe embedding.

The embedded page still uses the server-side public controller for service, availability and submission validation.

A width query parameter can adjust Bootstrap container behaviour for the embedding context.

Follow these steps

Go to Booking Form and copy the public or embed URL.
Add it to the approved website iframe or integration block.
Set an appropriate width/layout parameter where needed.
Test scrolling, keyboard use and mobile display.
Complete a live test booking and verify the Pixie CRM appointment.

Settings to check

Embed URLPublic appointment form endpoint.

iframeWebsite element that hosts the form.

Width parameterLayout hint supported by the public view.

Parent pageExternal website responsible for iframe size and surrounding content.

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 HTTPS on both the parent page and Pixie CRM.
Do not modify the form endpoint to bypass validation.
Test browser privacy and content-security restrictions.
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.

Scheduling and data safetyAppointment changes can notify customers, reserve provider time, update remote calendars, create meeting links or invoices and alter reports. Confirm the exact record, timezone, status and recipients before saving.

Browse connected topics:booking form scheduling customers invoice payment check report approval appointment service provider availability reminders feedback

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Embed the appointment booking form on a website

What you’ll accomplish

How it works

Follow these steps

Settings to check

Check it worked

Common mistakes to avoid

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