Prepare Appointments & Scheduling for production use
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Complete the operational checklist required before staff or customers begin making bookings.
What you’ll accomplish
Complete the operational checklist required before staff or customers begin making bookings. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The module installs default services and assigns them to the first administrator, but those defaults must be reviewed before real use.
Public slot calculation depends on active services, assigned active providers, valid weekly hours, blocked dates and non-conflicting appointments.
Email reminders and recurring generation depend on the CRM cron; Google and Outlook features require their own application credentials.
Follow these steps
- Check or replace every default service.
- Assign the correct providers and select a primary provider.
- Set company opening hours and provider overrides.
- Add holidays and blocked dates.
- Configure appointment permissions and customer contact permission.
- Check public form text, terms, reCAPTCHA and service visibility.
- Configure email templates, SMS triggers and cron.
- Test calendar integration and invoice behaviour only if required.
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
- Use a test customer and provider before publishing.
- Do not assume default services match the organisation's commercial offer.
- Check timezone, date format and calendar first-day settings.
- Confirm email and SMS delivery with a non-production record.
- 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.