Appointly – Perfex CRM Appointments

Appointly – Appointments Module for Perfex CRM

NOTE:
This just isn’t a standalone appointments module. It
requires Perfex CRM software model 3.0.0 or greater put in, as that is
a module for Perfex CRM.

Introduction

Transform your small business scheduling with Appointly — a
highly effective and intuitive appointment administration module seamlessly built-in
with Perfex CRM. Designed for service-based mostly groups, Appointly streamlines
appointment reserving, automates reminders, and syncs effortlessly with Google
Calendar and Outlook. From exterior reserving varieties and customizable providers to
in-depth analytics and CRM-native workflows, Appointly helps you save time,
keep organized, and ship distinctive shopper experiences—each time.

Streamline
your appointments with Appointly for Perfex CRM. Sync calendars, automate
bookings, and enhance shopper satisfaction effortlessly.

iDev Elite Author Perfex CRM

Appointly - Perfex CRM Appointments - 1

Key Features

Services Management

Customizable Service Types: Create and handle completely different appointment providers
with distinctive durations, pricing, and availability
Staff Assignment: Assign particular employees members as service suppliers for
several types of appointments
Working Hours Configuration: Set particular working hours for every service
Client-Facing Selection: Allow purchasers to pick out their most popular service
when reserving

Convert to Invoice

Convert appointment to bill after completion (Customer contact)
(Upcoming) Support for changing leads/exterior to clients
earlier than invoicing

Calendar Integration

Google Calendar Synchronization : Create, replace, or delete
occasions instantly from the CRM
Google Meet Integration: Connect with purchasers through Google Meet together with
customized e-mail invites
Outlook Calendar Synchronization: Full integration with Microsoft Outlook
Calendar
Two-Way Calendar View: View all appointments in an intuitive calendar
interface

Appointment Management

Multiple Appointment Types: Internal (employees, contacts, leads) and exterior
appointment choices
Recurring Appointments: Schedule repeating appointments with customizable
frequency
Comprehensive Statuses: Track appointments as accredited, pending, cancelled,
completed, or upcoming
Feedback System: Collect shopper rankings and feedback after appointments;
employees can request suggestions
Appointment Notes: Add personal notes to any appointment for inner
reference

Client Experience

External Booking Form: Embed appointment varieties on any web site through iFrame
Service Selection: Clients can select providers and suppliers based mostly on
availability
Time Slot Visibility: Clear show of accessible appointment occasions with busy
slots indicated
Timezone Support: Automatic timezone conversion for correct scheduling
throughout areas

Notifications & Communication

Email and SMS Notifications: Automated alerts for appointment creation,
approval, and reminders
Email Tracking: See when purchasers have learn appointment emails
Custom Templates: Personalized e-mail and SMS templates for various
appointment statuses
Early Reminders: Option to ship guide reminders earlier than scheduled
appointments

Analytics & Reporting

Appointment Statistics: Track complete, accomplished, and cancelled appointments
Service Performance: Monitor which providers are most incessantly booked
Staff Metrics: Analyze employees efficiency with completion charges and
cancellations
Custom Date Ranges: Filter analytics by particular time durations

Additional Features

Custom Fields: Add customized fields to appointment varieties
Conversion Options: Convert appointments to duties or leads
Mobile Optimization: Fully responsive design for all display sizes
Multi-language Support: Available in 12 languages together with English, German,
French, Spanish, and extra
Permission System: Granular employees permissions for appointment administration

Changelog

Appointly – Version 1.2.5 Changelog Major Upgrade

New Features

New Services Management System

Customizable Service Types: Create and handle several types of appointment
providers with customized durations, pricing, and availability
Default Services: Comes with three pre-configured providers:
- Initial Consultation
- Business Strategy Session
- Project Review Meeting
Staff Assignment: Assign particular employees members as service suppliers
Specific Working Hours: Configure completely different working hours for every service
Service Selection: Clients can now choose particular providers when reserving
appointments

Convert to Invoice

Convert appointment to bill after completion (Customer contact)
(Upcoming) Support for changing leads/exterior to clients
earlier than invoicing

Analytics Dashboard

Appointment Statistics: Track complete, accomplished, and cancelled appointments
Monthly Performance Charts: View appointment developments over time
Service Popularity: See which providers are most incessantly booked
Staff Performance Metrics: Track completion charges and cancellations by employees
member
Date Range Filtering: Filter statistics by customized date ranges

Enhanced Booking System

End Time Calculation: Automatically calculates appointment finish occasions based mostly
on service period
Provider Selection: Clients can choose particular employees members based mostly on
service experience
Improved Time Slot Selection: Better visibility of accessible time slots
Service Details Display: Shows service description, period and pricing
throughout reserving
Enhanced Timezone Support: Automatic timezone conversion for correct
scheduling throughout areas
Customizable External Form: Personalize reserving kind headings and
descriptions

Improved Administration

Centralized Settings: Appointment settings now built-in with important Perfex
settings
New Permission System: Added ‘Approve’ and ‘View Reports’ permissions for
finer entry management

Additional Language Support

New languages added: Vietnamese, Russian, Romanian, and Turkish complete of 12
languages
Improved translations for current languages

Removed Features

Callbacks Feature

The callbacks performance has been fully eliminated, together with:

Callbacks administration interface
Callbacks database tables
Callbacks kind choices

This streamlines the module to focus purely on appointment reserving and
administration

Simplified Permissions

Removed ‘view_own’ permission in favor of a less complicated permissions mannequin
Replaced with extra particular motion-based mostly permissions

Improvements

User Interface

Redesigned Dashboard: Modern, cleaner interface with improved statistics
visualization
Enhanced Booking Form: More consumer-pleasant appointment reserving expertise
Mobile Optimization: Better responsive design for all screens with optimized
calendar views
Visual Indicators: Clearer standing indicators for appointments

System Performance

Optimized Database Structure: Improved desk construction for higher
efficiency
Enhanced Calendar Integration: More dependable synchronization with calendar
occasions
Better Notification System: Improved appointment notifications for all
attendees
Updated Email and SMS Templates: Refreshed notification designs and content material
Enhanced Google API Integration: Improved reliability and connection
stability