Use appointment tooltips and the universal calendar
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Follow this guide to review appointment timing and essential context from calendar entries while keeping access controlled by the Pixie CRM Appointments & Scheduling module.
What you’ll accomplish
Review appointment timing and essential context from calendar entries while keeping access controlled by the Appointments module. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The module contributes appointment events to Pixie CRM's universal calendar and can supply tooltip data for visible events.
Calendar entries use appointment start/end data and status styling, while detail access still passes through the module's permission checks.
Remote Google or Outlook items and native Pixie CRM appointments remain separate record types even when displayed together.
Follow these steps
- Go to the CRM calendar or the Appointments calendar view.
- Navigate to the required date range.
- Hover or select an appointment event to inspect the tooltip.
- Go to the full appointment before editing or changing status.
- Compare provider availability before adding overlapping work.
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
- Always open the full record before a destructive action.
- Check user timezone when calendar placement appears shifted.
- Do not treat remote calendar events as native appointments.
- 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.