Note: 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
Appointment Calendar
Table View
Appointment Settings
New Appointment
Appointment View
Edit Appointment
Appointment Date
Appointment Cancelled
Appointment External iFrame Form
Appointment Public URL
Templates
Mobile Ready
Changelog
Date published 01.13.2020
Initial release compatible with latest version of Perfex CRM 2.4.1 and PHP 7.X.X
Kindly Note: We update new contents like WordPress Themes, Plugins, PHP Scripts everyday. But remember that you should never use this items in a commercial website. All the contents posted here for development & testing purpose only. We’re not responsible for any damage, use at your own RISK! We highly recommend to buy Appointly – Perfex CRM Appointments from the The Developer ( i-Dev ) website. Thank you.
Download = Appointly – Perfex CRM Appointments-[Updated].zip
