Appointments dashboard widget help index
All Pixie CRM help articles related to dashboard widgets.
Use the corporate dashboard
Use the corporate dashboardRead high-level business metrics, recent activity and permission-aware widgets from one screen.Dashboard and navigation
Open guide →GuideCustomise dashboard widgets
Customise dashboard widgetsShow, hide, reorder and reset personal dashboard widgets without changing other users.Dashboard and navigation
Open guide →GuideUse the top navigation and second header
Use the top navigation and second headerMove quickly between configured menu groups and understand the administrator-controlled second header.Dashboard and navigation
Open guide →GuideUse the calendar
Use the calendarReview and create calendar events alongside tasks, projects and other dated CRM activity.Dashboard and navigation
Open guide →GuideCreate and manage reminders
Create and manage remindersCreate time-based reminders linked to customers, sales records and other supported items.Dashboard and navigation
Open guide →GuideManage your to-do list
Manage your to-do listAdd, reorder, complete and remove personal to-do items.Dashboard and navigation
Open guide →GuideUse the media library
Use the media libraryUpload, organise and reuse media files available to supported editor fields.Dashboard and navigation
Open guide →GuideUse bulk PDF export
Use bulk PDF exportCreate downloadable PDF packages for supported sales records in a controlled batch.Dashboard and navigation
Open guide →GuideCustomise the main and setup menus
Customise the main and setup menusReorder, hide or reset supported admin menu items through the menu setup module.System settings and customisation
Open guide →GuideConfigure the second header menu
Configure the second header menuRename, reorder and show or hide second-header groups and links.System settings and customisation
Open guide →GuideCustomise theme and interface styling
Customise theme and interface stylingApply supported visual settings and reset them without editing core application files.System settings and customisation
Open guide →GuideConfigure general appointment settings
Configure general appointment settingsSet the default table view, summary, staff availability rules, date restrictions, dashboard widgets, calendar behaviour and customer-facing options.Appointments & Scheduling
Open guide →GuideUse the Appointments dashboard
Use the Appointments dashboardReview live appointment totals, status distribution, upcoming work and the shortcuts that lead to the operational list, calendar and reports.Appointments & Scheduling
Open guide →GuideUnderstand Appointments summary cards
Understand Appointments summary cardsInterpret the status and workload totals shown above appointment lists without confusing live operational counts with financial or performance reports.Appointments & Scheduling
Open guide →GuideFilter appointments by status, date and source
Filter appointments by status, date and sourceFind the exact appointment set using the module's built-in status, date, assignment, relationship and source filters.Appointments & Scheduling
Open guide →GuideUse My appointments and Assigned to me
Use My appointments and Assigned to meSeparate appointments created by you from appointments where you are the responsible provider or attendee.Appointments & Scheduling
Open guide →GuideShow Google Calendar events in the appointment table
Show Google Calendar events in the appointment tableInclude imported Google Calendar events beside Pixie CRM appointments for a wider workload view without converting those events into native appointment records.Appointments & Scheduling
Open guide →GuideChoose the default Appointments filter
Choose the default Appointments filterSet the appointment list to open with the most useful operational view, such as upcoming, assigned or all records.Appointments & Scheduling
Open guide →GuideOpen appointment details from the table
Open appointment details from the tableMove from a summary row into the full permission-aware appointment record to review status, people, timing, service, reminders, calendar and invoice data.Appointments & Scheduling
Open guide →GuideUse appointment tooltips and the universal calendar
Use appointment tooltips and the universal calendarReview appointment timing and essential context from calendar entries while keeping access controlled by the Pixie CRM Appointments & Scheduling module.Appointments & Scheduling
Open guide →GuideMark an appointment In Progress
Mark an appointment In ProgressMove an approved or pending operational record into active delivery when the appointment begins.Appointments & Scheduling
Open guide →GuideUse the Appointments analytics dashboard
Use the Appointments analytics dashboardReview operational appointment volume, outcomes, completion rate, staff activity and service demand across a selected period.Appointments & Scheduling
Open guide →GuideEnable the Today's Appointments widget
Enable the Today's Appointments widgetShow a compact list of appointments scheduled for the current day on the staff dashboard.Appointments & Scheduling
Open guide →GuideEnable the Upcoming Appointments widget
Enable the Upcoming Appointments widgetDisplay near-future appointment workload on the staff dashboard using the configured upcoming range.Appointments & Scheduling
Open guide →GuideConfigure the Upcoming Appointments widget range
Configure the Upcoming Appointments widget rangeChoose how far ahead the dashboard widget looks so it stays useful and fast.Appointments & Scheduling
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