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Appointments & Scheduling · How-to guide

Mark an appointment No Show

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

Record that the participant did not attend while retaining the appointment for accurate service and staff reporting.

Audience: Staff who manage appointmentsFeature: No-show outcomeModule 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

Record that the participant did not attend while retaining the appointment for accurate service and staff reporting. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

No Show is a distinct stored status rather than a deletion or cancellation.

The record remains available in its dedicated table filter and contributes to report data.

Calendar and notification behaviour depends on the module configuration and should be reviewed after the status update.

Follow these steps

  1. Go to the scheduled appointment after the attendance window.
  2. Verify that the participant did not attend and the appointment was not cancelled beforehand.
  3. Select No Show.
  4. Add an internal note where your organisation requires a reason.
  5. Save and verify the record under the No Show filter.

Settings to check

No ShowOutcome for a scheduled participant who did not attend.
Internal noteOptional evidence or follow-up context.
Customer relationshipRetained for future communication and reporting.
Report effectKeeps the outcome separate from cancelled and completed work.

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 use No Show for staff cancellation or technical rescheduling.
  • Avoid deleting the record because it removes useful performance evidence.
  • Follow your customer communication policy before sending a no-show message.
  • 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.

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