Appointly - Perfex CRM Appointments

Product Details

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 Appointly – Appointments module for Perfex CRM

APPOINTLY FITS PERFECTLY FOR ANY TYPE OF APPOINTMENT WITH ABILITY TO INTEGRATE A FORM ON YOU WEBSITE .

Appointly is a module for Perfex CRM that you can schedule appointments to your CRM and schedule also from external forms on multiple websites and manage your Appointments with ease, the appointments module is designed for fast creating appointments to ease your communication with your contacts, also you can include staff as attendees with details as subject, description, date and time and many other features. Appointly offers users to add request appointment form to any of your websites and clients can directly ask for an appointment. Appointments can be created with a specific start time and location with option to include Internal or External Contact and also include staff as attendees. The module is flexbile with simple nice looking design and easy to use. Offers options as External Form can be embed(added) to any website, Internal Contact, External Contact and as some of very handy and best features for an appointment Email Notifications, SMS Notifications, Reminders, Cancel Appointment (Reason), Confirm as Finished and many more other features to come.

Features

  • 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 (New Appointment, Appointment Cancelled, Request Cancellation)
  • Dashboard Widget
  • Today’s Appointments Calendar sync
  • Option to Edit Appointment
  • Option to Delete Appointment
  • Option to Cancel appointment
  • 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)
  • External Appointment
  • External iFrame Form (Contact)
  • SMS Notifications and Notification reminders
  • Email Notifications and email reminders
  • Reminder Notifications
  • 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)
  • 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)
  • Dashboard Todays 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
  • Flexible date and time manipulation
    • Busy hours and dates indicator
  • 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 admin email templates and SMS
    • Appointment Confirmation
    • Appointment Cancellation
    • HTML content via WYSIWYG 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
    • Finished
  • Live Search
  • Source: eg. Internal (Contact) / External (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
  • Responsive Bootstrap Layout
  • Translate ready

Screenshots Overview

Appointment Dashboard Widget

Appointly - Perfex CRM Appointments - 1

Appointment Calendar

Appointly - Perfex CRM Appointments - 2

Table View

Appointly - Perfex CRM Appointments - 3

Appointment Settings

Appointly - Perfex CRM Appointments - 4

New Appointment

Appointly - Perfex CRM Appointments - 5

Appointment View

Appointly - Perfex CRM Appointments - 6

Edit Appointment

Appointly - Perfex CRM Appointments - 7

Appointment Date

Appointly - Perfex CRM Appointments - 8

Appointment Cancelled

Appointly - Perfex CRM Appointments - 9

Appointment External iFrame Form

Appointly - Perfex CRM Appointments - 10

Appointment Public URL

Appointly - Perfex CRM Appointments - 11

Templates

Appointly - Perfex CRM Appointments - 12 Appointly - Perfex CRM Appointments - 13

Mobile Ready

Appointly - Perfex CRM Appointments - 14 Appointly - Perfex CRM Appointments - 15

Changelog

Date published 01.13.2020

Initial release compatible with latest version of Perfex CRM 2.4.1 and PHP 7.X.X

New
36 sales • Released: Jan 13, 2020, 10:48 PM

Appointly - Perfex CRM Appointments

$26
8 reviews

Top Features

  • • perfex crm
  • • perfex crm appointments
  • • perfex crm embed
  • • perfex crm meeting
  • • perfex crm meetings
  • • perfex crm module
  • • perfex crm schedule
  • • perfex meetings

Compatibility

High Resolution: Yes, Compatible Browsers: IE11, Firefox, Opera, Chrome, Edge, Software Version: PHP 7.x, PHP 5.6

Attributes

compatible-browsers
IE11,Firefox,Opera,Chrome,Edge
compatible-software
PHP 7.x,PHP 5.6
demo-url
null
high-resolution
Yes
software-framework
CodeIgniter
source-files-included
JavaScript JS,HTML,CSS,PHP
video-preview-resolution
null