Use My appointments and Assigned to me
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Separate appointments created by you from appointments where you are the responsible provider or attendee.
What you’ll accomplish
Separate appointments created by you from appointments where you are the responsible provider or attendee. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
My appointments filters by the staff user associated with creation or ownership according to the table query.
Assigned to me focuses on appointments where the current staff member is the selected provider or assigned participant.
The two sets can overlap, but they answer different operational questions.
Follow these steps
- Go to the Appointments list.
- Select My appointments to review records you originated or own.
- Select Assigned to me to review the delivery workload allocated to you.
- Go to overlapping records and confirm provider and attendee details.
- Use the calendar to check timing across the assigned set.
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
- Do not assume creating an appointment automatically makes you its provider.
- Provider assignment can change after creation.
- Staff-only appointments may have no customer contact but can still appear in assignment filters.
- 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.