Appointments & Scheduling · How-to guide

Enable the Upcoming Appointments widget

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

Display near-future appointment workload on the staff dashboard using the configured upcoming range.

Audience: Staff who manage appointmentsFeature: Upcoming widgetModule v1.3.6

Jump to steps

Where to goAppointments > Settings > Dashboard widgets

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

Display near-future appointment workload on the staff dashboard using the configured upcoming range. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

The upcoming widget is registered separately from today's widget.

Its query uses the configured future range and appointment access context.

Opening an item continues to the permission-aware appointment detail page.

Follow these steps

Go to widget settings.
Enable Upcoming Appointments.
Set the future range.
Save.
Go to the dashboard and verify the date span.

Settings to check

Widget enabledShows or hides upcoming appointments.

Future rangeNumber or period of days loaded.

User contextLimits visible records.

Appointment linkOpens operational detail.

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

Avoid an excessively large dashboard range.
Do not confuse the widget with the Upcoming table filter if ranges differ.
Check timezone around the range boundary.
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:dashboard widgets appointment scheduling provider invoice payment check report approval service availability booking form reminders feedback

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Enable the Upcoming Appointments widget

What you’ll accomplish

How it works

Follow these steps

Settings to check

Check it worked

Common mistakes to avoid

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