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 task (can be related to all features)

Convert to lead

Appointment cancellation

Appointment external iFrame form

Book Google Meet

Past appointments

Appointment public website

Templates

Callbacks

Feedbacks

Mobile ready

Changelog

Version 1.2.0

• 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>
• Small fix: Calendar issue sometimes gets incorrect/empty data from the database.
• Various: Code improvements, optimizations

Version 1.2.0

• 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

• 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:To create direct appointment buttons for employees, prospects, and contacts, the DOMDocument(dom) extension must be loaded andPerfex CRM version 2.8.0Or above to change the secondary UI / UX style

Version 1.1.8

• 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 enhancements

Version 1.1.7

• 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

• 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

• 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

• New: Added Custom fieldSupport management and appointment external form area
• New: Added Email tracking(Whether the appointment email to the customer is read or not), apply for appointment approval email
• New: Added FeedbackAnd complete dating comments
• New: Added FeedbackCustom status, at least 1-7 in total (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 associate the appointment to Lead
• New: Added option to Convert related tasksFrom a date (can be withProjects, invoices, customers, estimates, contracts, work orders, expenses, leads, and proposals)
• 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

• 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

• Fixed: minor fix with language files

Version 1.1.1

• 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

• 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, Brazilian 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

Date published 01/13/2020

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]
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