Appointments & Scheduling · How-to guide

Mark an appointment Completed

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

Close a successfully delivered appointment and make it eligible for completed-work reporting and configured feedback activity.

Audience: Staff who manage appointmentsFeature: CompletionModule v1.3.6

Jump to steps

Where to goAppointments > Open appointment > Status

Before you startThis guide follows the supplied Pixie CRM Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: Edit or Approve as configured. 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

Close a successfully delivered appointment and make it eligible for completed-work reporting and configured feedback activity. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

Completion writes the Completed status and lifecycle history.

Completed records feed completion-rate and staff-performance reports and may later enter feedback request processing.

Invoice and payment status remain separate; completing an appointment does not automatically mark its linked invoice paid.

Follow these steps

Go to the delivered appointment.
Check service, provider, actual outcome and any linked invoice.
Select Completed.
Verify the saved status and history.
Check whether a feedback request or follow-up message is configured.

Settings to check

Completed statusConfirms the scheduled work was delivered.

Feedback stateTracks whether feedback was requested or submitted.

Invoice linkFinancial record that remains governed by invoice status.

Completion dateUsed by reports and operational review.

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 complete a booking that was cancelled or unattended.
Keep invoice payment and appointment completion as separate facts.
Check customer communication before triggering feedback immediately.
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:appointment feedback report notifications invoice payment check approval scheduling service provider availability cancellation reminders

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Mark an appointment Completed

What you’ll accomplish

How it works

Follow these steps

Settings to check

Check it worked

Common mistakes to avoid

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