Filter appointments by status, date and source
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Find the exact appointment set using the module's built-in status, date, assignment, relationship and source filters.
What you’ll accomplish
Find the exact appointment set using the module's built-in status, date, assignment, relationship and source filters. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The table accepts named filters for All, each status, today, tomorrow, this week, next week, this month and upcoming appointments.
Additional filters isolate records created internally or externally, recurring appointments, lead-related records, staff-only records, records created by the current user and records assigned to the current user.
Filters alter the server-side query and preserve the module's permission checks.
Follow these steps
- Go to the Appointments list.
- Select one status, date, source or assignment filter.
- Check the filter label and the resulting rows.
- Go to a row to verify its source, relationship and status.
- Return to All when the task is complete.
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
- Avoid combining a report period with a table filter and assuming both use identical boundaries.
- An external appointment can later be approved without becoming an internally created record.
- Use Assigned to me rather than My appointments when another staff member created the booking.
- 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.