Appointments & Scheduling · How-to guide

Synchronise an appointment to Google Calendar

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

Follow this guide to create a Google Calendar event from a Pixie CRM appointment and retain the remote reference for later updates.

Audience: Staff who manage appointmentsFeature: Google event creationModule v1.3.6

Jump to steps

Where to goAppointments > Open appointment > Add to Google Calendar

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

Create a Google Calendar event from a Pixie CRM appointment and retain the remote reference for later updates. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

The action reads appointment subject, description, location, start/end and timezone.

Google returns a remote event identifier that the module stores against the appointment or related calendar record.

Later update or delete actions use that identifier rather than creating another event.

Follow these steps

Connect the responsible staff Google Calendar.
Go to the appointment.
Select Add to Google Calendar.
Verify the event appears with correct time and content.
Check Pixie CRM shows the remote calendar state.

Settings to check

Event titleDerived from appointment subject.

Start/endAppointment timing passed to Google.

TimezoneControls remote event placement.

Remote IDStored reference for future synchronisation.

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 click create repeatedly when the remote response is slow.
Check event timezone and invited attendees.
Update the existing event after appointment changes.
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:Google Calendar appointment provider timezones invoice payment check report approval scheduling service availability reminders feedback

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Synchronise an appointment to Google Calendar

What you’ll accomplish

How it works

Follow these steps

Settings to check

Check it worked

Common mistakes to avoid

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