Select appointment date, time, duration and timezone
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Store the appointment at the intended real-world time and ensure availability, reminders and calendar events use the correct timezone.
What you’ll accomplish
Store the appointment at the intended real-world time and ensure availability, reminders and calendar events use the correct timezone. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The module combines the selected date, start time, duration and timezone to calculate the appointment start and end.
Service duration can supply the default, while availability adds service buffers and checks existing busy periods.
Calendar display and reminder processing use stored time data, so an incorrect timezone can shift the visible appointment or notification.
Follow these steps
- Select the appointment date.
- Select an offered start time or enter an authorised staff time.
- Verify the duration derived from the service or adjust it where the form permits.
- Select the timezone that represents the booking context.
- Save and compare the detail page, calendar and customer confirmation.
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
- Check daylight-saving changes for future bookings.
- Do not confuse service buffers with the displayed customer duration.
- Verify both staff and customer views when participants use different timezones.
- 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.