Description

Appointly – Perfex CRM Appointments

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 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 module is designed for fast creating appointments to ease your communication with your contacts and also you can include staff as attendees, subject, description, date and time and many other features.

Appointly can be connected with Google Calendar and Outlook Calendar each separate user will be able to login to his own Google or Outlook calendar and directly manage appointments to both calendars, create, update and delete.

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, External Contact or Lead and also include staff as attendees. The module is flexible with simple nice looking design and easy to use. Offers options as External Form can be embed(added) to any website, Internal, Internal Contact, External Contact, Lead, Email and SMS Notifications, Name, Email, Location, Approve Appointment, Cancel Appointment (Reason), Confirm as Finished and many more other features to come.

Appointly also includes extra option Callbacks that is new feature in Appointly where external clients or internal can request a callback from your company, because not all clients are located in the same country as we work in. The module also have support for Recurring Appointments

Callbacks can be managed from admins or responsible person for callbacks callbacks assignee’s can be assigned to manage an individual callbacks and take notes. This option can be enabled / disabled per your needs. Custom Fields, Email Tracking, and Feedback’s are also available for Appointment from version 1.1.4 which also support live notification and email templates.

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