Appointments and communications overview

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Open Clients and CRM, then Appointments. The summary shows appointment totals and statuses, with a separate review process for appointment requests. Review a request and the available time before confirming a booking.

Appointment Services defines the services available for booking. Company Schedule and Staff Working Hours provide the scheduling context. Keep these settings aligned with the team and service durations before offering appointments to clients.

Open Pixie CRM WhatsApp and choose Inbox. Conversations, CRM activity and conversation controls are brought into the same workspace. This training connection is awaiting private setup, so no message delivery or completed WhatsApp connection is represented.

Standard Replies provides reusable message wording. Audit Trail records the module activity available to your account. Review recipients and message content carefully before sending any real communication. Connection setup and QR scanning should be completed privately.

Open MailboxAI from Support. With no mailbox connected, the application directs this training workspace to Mailbox Accounts. Add Account begins provider setup. Complete sign-in, consent and any credentials privately, then return to the inbox after the connection is ready.

MailboxAI also contains Email Templates, Auto Replies, Categories, Drafts and Scheduled messages. Open Email Templates for reusable email content, then Scheduled to review the scheduled queue. Sending and provider delivery are separate from preparing a draft.

Open Pixie CRM Google Workspace. The integration presents Google Meet, Calendar, Gmail, Drive and related collaboration tools. Access depends on configured provider integration and user consent. This training account is not connected; authentication should be completed privately.

Open Pixie CRM Calling to review provisioned identities, extension readiness and registration status. Browser calling also needs the authorised microphone permission and a ready calling service. This overview does not place a real call or grant microphone access.

Open Support Tickets to review ticket status queues, assignment context and the weekly overview. New Ticket starts a support case, while the Ticket Compliance Pack has a separate evidence workflow. Use a clear subject and the correct customer context when recording a real issue.