Introduction to Appointly – Appointments Module for Perfex CRM
Appointly is a versatile appointment scheduling module seamlessly integrated into Perfex CRM. It’s perfect for any appointment type and features easy integration with external forms across multiple websites. Manage appointments, add staff as attendees, set subjects, descriptions, dates, and times effortlessly.The module allows for direct synchronization with Google Calendar and Outlook Calendar. Individual users can manage appointments in both calendars—create, update, or delete events right from the CRM.
Appointly offers the flexibility to include various types of attendees: internal contacts, external contacts, or leads. With a simple, user-friendly design, the module supports Email and SMS Notifications, appointment approval, cancellation, and completion confirmations.
The unique Callback feature in Appointly lets clients request callbacks, catering to international clientele. Admins or designated assignees can manage and take notes for these callbacks. The feature is toggleable to suit your needs.
Starting from version 1.1.4, Appointly also supports Custom Fields, Email Tracking, and Live Notifications, and introduces a feedback system for appointments.
Features
- Google Calendar API (One way Sync)
- Google Meet Integration
- Invite Client and Staff to Google Meet (via email) with custom message
- Outlook Calendar API (One way Sync)
- Past Appointments
- Recurring Appointments
- Request a Callback
- External leads / clients can requests callbacks
- Callbacks assignee’s
- Callbacks notes
- Custom Fields
- Email Tracking
- Convert to task (can be related to Project, Invoice, Customer, Estimate, Contract, Ticket, Expense, Lead and Proposal)
- Convert to lead
- Appointment Feedback’s. Clients with finished appointments can add feedback rating and comment. Staff can request a feedback.
- Embed (iFrame) form to any of your websites (can be added to multiple websites)
- Staff permissions ( View-Global, View-Own, Edit, Delete )
- Live push notifications (Reminders, New Appointment, Appointment Cancelled, Request Cancellation, Updated, Feedback notifications, Callbacks notifications)
- Dashboard Widget
- Google Calendar API
- Today’s Appointments Calendar sync
- Option to Edit Appointment
- Option to Delete Appointment
- Option to Cancel appointment
- Option set default table filter
- Option set clients to book appointments logged in or before login
- Calendar type events
- Appointment Notes
- Appointment Types
- Calendar type color events in staff and clients area
- Books appointments directly from customers area
- General appointment view
- General appointment view separate for external public client url client (hashed and unique)
- General appointment view separate for internal staff private CRM url attendee
- Assign Multiple Staff Attendees
- Internal Appointment (Contacts)
- Internal Appointment (Leads)
- External Appointment
- External iFrame Form (Contact)
- SMS Notifications and Notification reminders
- Email Notifications and email reminders
- Reminder Notifications
- Send Early Reminder
- Access Logs
- Reschedule appointment (Mark as Ongoing)
- Email Templates
- Appointment Approved to (Staff and Attendees)
- Appointment Cancelled to (Staff and Attendees)
- Appointment Approved to (Contact)
- Appointment Cancelled to (Contact)
- Appointment reminder to (Staff and Attendees)
- Appointment reminder to (Contact)
- Callbacks Assigned to (Staff)
- New Callback to (Staff)
- Feedback received to (Staff)
- Feedback updated to (Staff)
- SMS Templates
- Note: Make sure that all your SMS templates in Setup->Setting->SMS are filled with some content as given in the example below or SMS will not be sent if your SMS template is empty.
- Appointment Approved to (Contact)
- Appointment Cancelled to (Contact)
- Appointment Reminder to (Contact)
- SMS Action hooks
- Dashboard Today’s Appointments Widget
- Add today’s appointments widget to your dashboard
- All your appointments are shown and synced with your calendar
- Directly open appointment from calendar
- Calendar colored events
- Flexible date and time manipulation
- Busy hours and dates indicator
- Also available in external form
- Email and SMS notifications :
- Send Email and SMS notifications to contact / attendees on creation, approval or editing existing appointment
- Email Templates for Appointments (translate ready)
- Custom content and subject
- Custom Fields
- Feedback’s
- Callbacks
- Custom admin email templates and SMS
- Appointment Confirmation
- Appointment Cancellation
- HTML content via Tiny MCE editor in Email Templates
- Custom statuses for different status of appointments : pending, approved, cancelled, confirmed, upcoming
- Template merge fields, in SMS and Email templates
- Action Hooks
- Table Filters
- All
- Approved
- Not Approved
- Cancelled
- Finished
- Upcoming
- Missed
- Recurring
- Lead
- Internal Staff
- Live Search, Live Search Leads
- Source: eg. Internal (Contact) / External / Lead (Can be marked as External from Inside CRM or External Contact from any website you added Appointly embed form)
- Appointment due date pointers
- Appointment busy dates pointers (can be disabled)
- Responsive Bootstrap Layout
- Available languages: English, German, French, Dutch, Italian, Spanish, Portuguese Brazil and Polish
- Translate ready
