Appointly – Perfex CRM Appointments

Description

NOTE: This is not a standalone appointments module, module requires Perfex CRM application version 3.0.0 installed, this is a module for Perfex CRM.

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.

iDev Elite Author Perfex CRM

Appointly - Perfex CRM Appointments - 1

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

Screenshots Overview

Appointment Calendar

Table View

Appointment Settings

New Appointment

New Lead Appointment

Appointment View

Edit Appointment / Convert to Task / Lead

Email Tracking, Custom Fields

Convert to Lead

Appointment Cancelled

Appointment External iFrame Form

Appointment Google Meet

Past Appointments

Appointment Public URL

Templates

Callbacks

Feedbacks

Mobile Ready

Changelog

Version 1.2.4 25/07/2023

Updated: PHP 8.2 Dynamic properties declaration updates and improvements in email templates and libraries.
Updated: Compatibility with Perfex CRM latest version 3.0.6
Fixed: Issue with leads, staff and customers. Create an appointment link on hover in table after Perfex updates was not showing.
Update: Google API and Calendar API libraries with all dependencies for compatibility with all latest versions.
Miscellaneous: Code improvements, prepare for next update 1.2.5

Version 1.2.3 03/11/2022

FIxed: Weekend times enable / disable bug 16.11.2022
Added: Option to export appointments in PDF, Excel, CSV and Print with included Custom fields
Added: Custom fields will be shown in table for appointments in marked as Show in table in Custom fields area.
Added: New merge field in customer reminders template for appointments {appointment_google_meet_link}, include in email template if there will be always google meeting for an appointment, otherwise remove the field from the template.
Fixed: Migrations file for specific columns in database to be inserted when upgrading / reinstalling
Fixed: Issue with leads address not fetching every time in modal
Fixed: Issue after source is lead when meeting is created, bug if phone is empty
Fixed: Issue after source is lead add to google meeting after creation, now working.
Fixed: When appointment is saved sometimes if it’s not recurring got stuck and guests doesn’t receive an email
Fixed: Minor issue, external clients were able to book weekends. Now fixed.
Fixed: External contact don’t receive recurring appointment SMS notifications. Now fixed.
Fixed: Attendees sometimes receive recurring email event if email is not checked for current appointment. Now fixed.
Fixed: External contacts was not receiving SMS when is set for reminders in appointment. Now fixed.
Updated: Thanks to contribution, fully translated Brazilian Portuguese language

Version 1.2.2 15/01/2022

Updated: Compatibility with Google API Client latest compatible libraries and Perfex CRM 2.9.2 version.
Modified: External form spacing and improvements
Improved: Speed and security

Version 1.2.1 20/11/2021

New: Edit button to edit the appointment when located in single appointment view
New: Google Maps Embed API in Appointment Overview, documentation included
Added: New language Turkish 99% Translated
Updated: Module PHP 8 Compatibility
Updated: Google API
Updated: German Language translated 99%
Updated: Item Documentation/li>
Minor Fix: Issue with calendar sometimes fetching incorrect / empty data from database.
Various: Code improvements, optimizations

Version 1.2.0 07/04/2021

Added: Admins and Responsible person can now see all appointments in calendar
Added: In Appointment Overview included Customer (Company name and link)
Improved: Compatibility with Office Theme, Light Theme and Dark Theme
Updated: Appointments link in customers area now have proper menu icon
Updated: Compatibility with Perfex CRM latest version 2.8.4
Fixed: Bug with module updates, sometimes column was not adding in database
Fixed: Bug with hours button dropdown in Appointly settings
Fixed: Minor issue with language characters due to DOMDocument extension not converting to UTF-8

Version 1.1.9 09/05/2021

New: Added new feature Recurring Appointments (Creates Google appointment also)
New: Added new feature to create internal meetings with Staff Members
Added: New feature to create appointment directly from leads view [See note below]
Added: New feature to create appointment directly from staff view [See note below]
Added: New feature to create appointment directly from contacts view [See note below]
Added: Two new email templates for recurring
Updated: French Language is now 99% translated
Changed: Due to request of clients table filters now can be used each filter separately
Modified: Ordered appointments by descending order (Newest at top) by default
Improved: In appointment summaries labels can be clicked to directly show selected value
Improved: Changed default table filter to all
Fixed: Issue when appointment is marked as cancelled or finished it still send reminders
Fixed: Minor bug fix only inactive contacts where shown in dropdown
Various: CSS / JS Stability improvements
NOTE: In order buttons for creating direct appointments for Staff, Leads and Contacts DOMDocument(dom) extension must be loaded and Perfex CRM version 2.8.0 or above
Changed minor UI / UX Styling

Version 1.1.8 08/02/2021

Added: New link to open external form directly from sidebar menu
Added: Top bar menu on clients side on schedule appointment form
Added: Focus effects on callbacks form show/hide
Updated: Portuguese language
Updated: Google Calendar API documentation
Fixed: Issue with busy dates on clients side
Fixed: When appointment was approved sometimes table was not reloaded
Fixed: Minor issue with phone required field in external form
Fixed: External form redirect on success is now shown after scheduling
Various CSS / HTML improvements

Version 1.1.7 10/14/2020

Added: Option to directly open customer from appointment view
Added: Option to directly open lead from appointment view
Updated: (Google Client Updated) – Google API new updates to support Google Meet (Hangouts Meet) creation while new appointment is created.

Version 1.1.6 09/24/2020

New: Fully redesigned and refactored the code for tables functionality and looks, more like Perfex CRM UI / UX
Added: New language Spanish
Added: Option to use multiple filters
Added: Status dropdown, now users can directly change the status from the appointments table
Updated: French language updated and translated 99%
Fixed: Appointment and Callbacks date sorting
Fixed: Date formats bug for Outlook API, now all date formats are supported
Fixed: When new external appointment is submitted if option automatically approve appointment is set now client will receive email notification
Removed: Delete button removed from appointment single view due to better module functionality, now is shown in table view
Improvements: Various improvements and fixes

Version 1.1.5 06/18/2020

New: Added Google Calendar Meet functionality for clients and staff
New: Option to send email to client to request to meet via Google Meet – Can send custom email message via modal
New: Outlook Calendar API Integration
New: Sync – Update, Delete and Create Outlook appointments
New: Outlook calendar link in appointments table
New: Added past / finished appointments history page with separate notes tab so staff can manage appointment notes easily, request feedback’s etc…
Added: New action hook for custom SMS messages after new appointment is submitted via external form
Added: New action hook for custom header for callbacks form
Added: If client is logged in when navigate to appointments from data will be auto filled
Added: If client is logged in after appointment submission will be redirected to clients area
Added: Back to dashboard button for logged in clients
Added: New filters statuses Upcoming and Missed
Added: New language Dutch fully translated
Updated: French language was 85% translated now 100%
Improved: Create modal is now wider for better UX
Fixed: Client cancellation modal toggle issue
Improvements: UI/UX

Version 1.1.4 03/22/2020

New: Added Custom Fields support in admin and appointments external form area
New: Added Email Tracking (is appointment email to client read or not read), applies for appointment approved email
New: Added Feedback and comments for finished appointment
New: Added Feedback custom statuses, min 1 – total 7 (can be translated)
New: Email templates for appointments feedback’s, New feedback Received, Existing feedback Updated, Request feedback from client
New: Added option to Convert and relate appointment to Lead
New: Added option to Convert and relate appointment Task from appointment (can be related to Project, Invoice, Customer, Estimate, Contract, Ticket, Expense, Lead and Proposal)
Fixed: Appointments->Settings minor fix when there is no staff members added
Fixed: Bug when updating internal appointment to Google Calendar attendees (was not updated properly)
Fixed: Minor fix in when appointments are exported initiated by heading if created by admin name was shown in list
Improved: Fully refactored responsible person permissions for Appointments, now responsible person will have full permissions over appointments, except delete permissions that will be require as added from permissions.

Version 1.1.3 03/01/2020

New: Callbacks feature for Appointly
New: Callbacks email templates and live notifications
New: Callbacks assignee’s
New: Callbacks Responsible Person
New: Callbacks notes
New: Appointments reCAPTCHA
New: Added option to disable / enable Appointments busy times
New: Added new email template / feature so responsible person will receive email when new appointment is submitted via external form
Fixed: Applied date time fix for specific date format time zones

Version 1.1.2 02/13/2020

Fixed: minor fix with language files

Version 1.1.1 02/13/2020

New: Google Calendar API Integration
New: Options to add appointment to own Google Calendar (separate for each staff member) (Requires Google Authenticated)
New: Options when appointment is updated or deleted will be also applied directly in your Google Calendar (Requires Google Authenticated)
New: Google Calendar busy dates shown with yellowish color
New: Option to add own booking hours (Admin)
New: Option to disable weekends (Admin)
New: Option to enable hours buffering (Admin)
New: Option to auto approve external appointments (Admin)
New: Appointment types (if any) are now shown in clients external form
New: Feature if appointment is in my Google Calendar will be shown as icon link in dashboard (Only for own appointments, requires Google authenticated)
New: Google busy date / time are now synced from Google Calendar API (Requires Google Authenticated)
New: Added option to click SMS or Email and call or send SMS in appointment single view appointment
New: Added option to click client address and separately open in Google Maps in appointment single view
Improved: UI / UX
Changed: Reversed font back to Roboto
Updated: French and Portuguese language to full translation
Fixed: Busy hours not always shown minor bug
Fixed: Reminders feature minor bug
Fixed: Appointment cancellation description not included in staff view after client requested cancellation, fixed minor bug when client is trying to cancel an appointment there is no response

Version 1.1.0 01/22/2020

New: Added busy dates (booked hours) lookup in clients external form and calendar language
New: Customers can book appointments if not logged in from customers area (Admin can enable disable this option)
New: Customers can book appointments when logged in from customers area (Admin can enable disable this option)
New: Added meeting notes with Tiny MCE editor, option to upload images.
New: Added new option to set default table filter (per user)
New: Added new option Appointments Summary can be enabled or disabled (per user)
New: Added staff roles in appointment external clients view
New: Added new option Send Early Appointment reminders Email and SMS (Can be reused per your needs)
New: Appointment Types (Option to create custom appointment types)
New: Appointment types will be shown in staff and clients calendar (own if not Admin)
New: Added new languages German, French, Italian, Portuguese Brazil and Polish
Improved: Changed date format for all appointments according to default date format due to better and global readability for all clients. Date format is in Setup->Settings->Localization
Improved: Added half hours to already existing booking hours
Fixed: Notification not send always when creating internal meeting