Appointly - Perfex CRM Appointments

Free Download Appointly v1.2.5 Perfex CRM Appointments

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NOTE: This is not a standalone appointments module, module requires Perfex CRM application version 2.4.1 installed, this is a module for Perfex CRM.

Introduction

Introduction to Dating-Dating ModuleCustomer Relationship Management System

Appointment is perfectly suitable for any type of appointment and can be integrated into the form on your website.

Appointly is a moduleCustomer Relationship Management SystemYou canSchedule an appointmentTo your CRM and calendar, you can also easily manage your appointments from external forms on multiple websites. This module is designed to quickly create appointments to simplify communication with your contacts. You can also use employees as attendees, topics , Description, date and time, and many other functions.

Can specify connectionGoogle Calendar and Outlook calendarEach individual user can log in to their Google or Outlook calendar and directly manage appointments, create, update, and delete the two calendars.

Appointly allows users to add an appointment request form to any of your websites, and customers can directly request an appointment.You can create appointments with a specific start time and location, and you can choose to include internal or external contacts or potential customers, and you can also include employees as attendees.The module design is flexible, the design is simple and beautiful, and it is easy to use. Provide options as an external form that can be embedded (added) to any website, internal, internal contacts, external contacts, potential customers,Email and SMS notifications, Name, email, location, approve appointment, cancel appointment (reason), confirm completed and many more features.

Specify also include additional optionsCallbacksThis is a new feature of Appointly, where external or internal customers can request a call back from your company, because not all customers are located in the same country where we work.The module also supportsRegular appointment

The callback can be managed from the administrator or the person in charge of the callback, and the callback trustee can be assigned to manage a single callback and take notes.You can enable/disable this option according to your needs.Custom fields, email tracking and feedbackIt can also be used for appointments in version 1.1.4, it also supports real-time notifications and email templates.

Features

  • Google Calendar API (one-way synchronization)
  • Google Meet integration
  • Use custom messages to invite customers and employees to Google Meet (via email)
  • Outlook Calendar API (one-way synchronization)
  • Past appointments
  • Regular appointment
  • Request a call back
  • External leads/customers can request callbacks
  • Callback assignee
  • Callback notes
  • Custom field
  • Email tracking
  • Switch to task(Can be related to projects, invoices, customers, estimates, contracts, work orders, expenses, leads, and proposals)
  • Switch to lead
  • Make an appointment for feedback. Customers who have completed an appointment can add feedback ratings and comments. Staff can request feedback.
  • Embed the (iFrame) form into any of your websites (can be added to multiple websites)
  • Employee permissions (view-global, view-own, edit, delete)
  • Real-time push notifications (reminders, new appointments, appointment cancellations, request cancellations, updates, feedback notifications, callback notifications)
  • Dashboard widget
  • Google Calendar API
  • Today’s appointment calendar synchronization
  • Options for editing appointments
  • Option to delete appointment
  • Options to cancel appointments
  • Option to set default table filter
  • Option set customers to book appointments before logging in or before logging in
  • Calendar type event
  • Appointment notice
  • Dating type
  • Calendar type color events in the employee and customer areas
  • Make an appointment directly from the client area
  • General appointment view
  • External public client url Separate regular appointment view for client (hash and unique)
  • Separate view of regular appointments for internal employees’ private CRM url participants
  • Assign multiple employee participants
  • Internal appointment (contact)
  • Internal appointments (potential customers)
  • External appointment
  • External iFrame form (contact information)
  • SMS notifications and notification reminders
  • Email notifications and email reminders
  • Reminder notification
  • Send advance reminder
  • Access log
  • Reschedule appointment (marked as in progress)
  • Email template
    • Appointment approved (staff and participants)
    • Cancel appointment (staff and attendees)
    • Appointment has been approved (contact information)
    • Cancel the appointment to (contact information)
    • Appointment reminder (staff and attendees)
    • Appointment reminder (contact information)
    • Callback assigned to (employee)
    • New Call (Employee)
    • Receive feedback to (staff)
    • Feedback has been updated to (staff)
  • SMS template
    • 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 has been approved (contact information)
    • Cancel the appointment to (contact information)
    • Appointment reminder (contact)
    • SMS operation hook
  • Dashboard today’s appointment widget
    • Add today’s appointment widget to your dashboard
  • All your appointments will be displayed and synchronized with your calendar
    • Open appointments directly from the calendar
    • Calendar colored events
  • Flexible date and time operation
    • Busy time and date indicator
    • Also available in external form
  • Email and SMS notifications:
    • Send email and SMS notifications to contacts/attendees when creating, approving or editing existing appointments
    • Appointment email template (translation ready)
    • Custom content and themes
    • Custom field
    • Feedback
    • Callbacks
    • Customize admin email templates and SMS
    • Appointment confirmation
    • Appointment cancellation
    • HTML content via Tiny MCE editor in email template
    • Custom status for different appointment status: Pending, Approved, Canceled, Confirmed, Coming soon
    • Template merge fields in SMS and email templates
    • Action hook
  • Table filter
    • All
    • Approved
    • not approved
    • Cancelled
    • Finished
    • Upcoming
    • Missed
    • Recurring
    • Lead
    • Insider
  • Real-time search, real-time search for potential customers
  • 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 deadline pointer
  • Appointment busy date pointer (can be disabled)
  • Responsive boot layout
  • Available languages:English, German, French, Dutch, Italian, Spanish, Portuguese, Brazilian and Polish
  • Ready for translation

Screenshot overview

Dating dashboard widget

Appointment calendar

Table view

Appointment settings

New appointment

New leadership appointment

Appointment view

Edit appointment/convert to task/lead

Email tracking, custom fields

Convert to lead

Appointment cancellation

Appointment external iFrame form

Book Google Meet

Past appointments

Appointment public website

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

Initial version compatible with the latest versionCustomer Relationship Management System2.4.1 and PHP 7.X.X

Appointly – Perfex CRM Appointments [Free Download]
Appointly – Perfex CRM Appointments [Nulled]

PHP Scripts » Add-ons

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