Appointments & Scheduling · How-to guide

Request appointment feedback

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

Invite the customer to rate or comment on a completed appointment through the module's feedback flow.

Audience: Staff who manage appointmentsFeature: Feedback requestModule v1.3.6

Jump to steps

Where to goAppointments > Open completed appointment / Cron

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

Invite the customer to rate or comment on a completed appointment through the module's feedback flow. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

Feedback requests apply to eligible completed appointments and use the configured feedback options and message template.

The module stores request/sent state and later associates the submitted response with the appointment.

Feedback is separate from appointment status and invoice payment.

Follow these steps

Complete an eligible appointment.
Verify feedback options and template are configured.
Send the request manually or allow cron processing.
Go to the customer feedback link.
Verify the response on the appointment.

Settings to check

EligibilityCompleted appointment with required customer context.

Feedback optionsConfigured rating/response choices.

Request stateWhether feedback was requested or sent.

ResponseCustomer submission stored against the appointment.

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 request feedback for cancelled or no-show outcomes unless your policy permits.
Keep public feedback links confidential.
Do not confuse payment status with feedback eligibility.
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:feedback appointment email customers report invoice payment check approval scheduling service provider availability cancellation

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Request appointment feedback

What you’ll accomplish

How it works

Follow these steps

Settings to check

Check it worked

Common mistakes to avoid

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