Description
Appointly – Perfex CRM Appointments
Appointly – Advanced Appointments Module for Perfex CRM
Transform your Perfex CRM with the most advanced appointment booking system featuring Google Calendar sync, Outlook integration, and powerful analytics dashboard.
NOTE: This is not a standalone appointments module. It requires Perfex CRM application version 3.0.0 or higher installed, as this is a module for Perfex CRM.
Introduction
Appointly is a comprehensive appointment management solution that seamlessly integrates with Perfex CRM to revolutionize your business scheduling. This powerful module combines advanced service management, analytics reports, appointment to invoice, leads, tasks conversion, and intelligent calendar synchronization to create the ultimate appointment booking experience for service-based businesses.
Whether you’re running a consulting firm, healthcare practice, beauty salon, or any service-based business, Appointly streamlines your entire appointment workflow from initial booking to final invoicing. With support for Google Calendar, Outlook Calendar, SMS and Email notifications, and mobile-responsive design, your clients can book appointments anytime, anywhere.
NEW: Services Management System
- Unlimited Service Types: Create custom appointment services with durations, pricing, descriptions, and visual color coding
- Multi-Provider Support: Assign multiple staff members to each service with primary provider designation
- Buffer Time Management: Configure buffer times before and after appointments to prevent scheduling conflicts
- Service-Specific Availability: Control which services appear in public booking forms
- Advanced Pricing: Set different pricing for each service with automatic invoice integration
NEW: Comprehensive Analytics & Reports Dashboard
- Real-Time Statistics: Track total, completed, and cancelled appointments with visual charts and graphs
- Advanced Date Filtering: Analyze performance by custom date ranges, months, quarters, or years
- Service Performance Metrics: Identify your most popular services and revenue generators
- Staff Performance Analytics: Monitor individual staff completion rates and productivity metrics
- Monthly Trend Analysis: Visualize appointment patterns and business growth over time
- Export Capabilities: Generate detailed reports for business analysis and accounting
- Revenue Tracking: Monitor income from appointments and converted invoices
NEW: Interactive Calendar Tooltips
- Rich Hover Information: Beautiful tooltips showing service details, provider info, and appointment status
- Quick Actions: Direct access to view appointment details without page navigation
- Smart Detection: Tooltips appear only on Appointly events, not interfering with other calendar items
- Professional Design: Status-based color coding and mobile-responsive tooltip design
- Performance Optimized: AJAX-powered data loading for fast, smooth user experience
NEW: Direct Conversion System
- Convert to Invoice: Transform completed appointments into invoices with pre-filled service details and client information
- Convert to Task: Create tasks from appointments with complete appointment context and details
- Convert to Lead: Generate leads from appointment data including contact information and appointment history
- Smart Conversion Logic: Automatic data mapping and validation for seamless workflow transitions
- Conversion Options: Choose to convert only or convert and immediately view the created record
NEW: Advanced Working Hours Management
- Company-Wide Schedule: Set default working hours for your entire organization
- Individual Staff Hours: Override company schedule with custom hours for each staff member
- Flexible Time Slots: 15-minute interval precision for accurate scheduling and availability
- Weekend/Holiday Management: Easy configuration of non-working days and special schedules
- Schedule Synchronization: Staff can sync with company schedule or maintain custom hours
- Timezone Support: Handle appointments across different timezones automatically
NEW: Advanced Timezone Handling
- Multi-Timezone Support: Handle appointments across different time zones seamlessly
- Automatic Conversion: Display appointments in user’s local timezone
- Global Team Coordination: Perfect for distributed teams and international clients
- Timezone Validation: Prevent scheduling conflicts due to timezone mismatches
- Smart Scheduling: Intelligent time slot suggestions based on timezone preferences
NEW: Enhanced User Experience
- Improved Booking Form: Streamlined external booking experience with service selection and real-time availability
- Smart Provider Selection: Clients can choose specific providers based on service expertise and availability
- Enhanced Status Management: New appointment status system (pending, in-progress, completed, cancelled, no-show)
- Past Appointment Visual Indicators: Appointments with past dates display with subtle red background styling for better visual identification
- Improved Time Selection: External booking forms prevent selection of past time slots for better user experience
Core Features & Functionality
Advanced Appointment Management
- Multiple Appointment Types: Internal (staff, contacts, leads) and external appointment booking options
- Service-Based Appointments: Link appointments to specific services with pricing, duration, and provider assignments
- Recurring Appointments: Schedule repeating appointments with customizable frequency (daily, weekly, monthly)
- Advanced Status Tracking: Comprehensive status system (pending, in-progress, completed, cancelled, no-show) with automated workflows and notifications
- Appointment Approval System: Optional approval workflow for appointment requests
- Buffer Time Management: Configure buffer times before and after appointments to prevent scheduling conflicts
- Feedback System: Collect client ratings and comments after appointments for service improvement
- Private Notes: Add internal notes to any appointment for team reference and follow-up
- Appointment History: Complete timeline visible in client profiles with detailed tracking
- Direct Conversion: Convert appointments to invoices, tasks, or leads with pre-filled data
- Client Reschedule System: Comprehensive client reschedule request system with staff approval workflow
- Book Again Functionality: Clients can easily rebook cancelled or no-show appointments
- Professional URLs: Clean, user-friendly appointment URLs for better client experience
- Enhanced Navigation: Direct navigation between appointment view and edit pages for seamless workflow
- Calendar Integration Management: Delete Google Calendar and Outlook Calendar events directly from appointment pages
- Mobile-First Design: Fully responsive interface optimized for smartphones, tablets, and desktop devices
- Touch-Friendly Controls: Optimized for touch interactions on mobile devices
Services Management System
- Unlimited Services: Create custom appointment services with descriptions, pricing, and duration
- Multi-Provider Assignment: Assign multiple staff members to each service with primary provider designation
- Service Pricing: Set different pricing for each service with automatic invoice integration
- Color-Coded Services: Visual identification with custom colors for each service type
- Service Availability: Control which services appear in public booking forms
- Buffer Time Configuration: Set preparation and cleanup time for each service
Analytics & Reports Dashboard
- Real-Time Statistics: Track total, completed, and cancelled appointments with visual charts
- Advanced Date Filtering: Analyze performance by custom date ranges, months, quarters, or years
- Service Performance Metrics: Identify most popular services and revenue generators
- Staff Performance Analytics: Monitor individual staff completion rates and productivity
- Monthly Trend Analysis: Visualize appointment patterns and business growth over time
- Revenue Tracking: Monitor income from appointments and converted invoices
- Export Capabilities: Generate detailed reports for business analysis and accounting
Working Hours & Scheduling
- Company-Wide Schedule: Set default working hours for your entire organization
- Individual Staff Hours: Override company schedule with custom hours for each staff member
- Flexible Time Slots: 15-minute interval precision for accurate scheduling
- Weekend/Holiday Management: Configure non-working days and special schedules
- Schedule Synchronization: Staff can sync with company schedule or maintain custom hours
- Blocked Days Management: Configure company holidays and non-working days with recurring patterns
- Multi-Timezone Support: Handle appointments across different time zones seamlessly
Calendar Integration & Synchronization
- Google Calendar Integration: Two-way synchronization with automatic event creation
- Google Meet Integration: Automatic meeting links with custom email invitations for virtual appointments
- Outlook Calendar Support: Save appointments to Microsoft Outlook Calendar
- Interactive Calendar Tooltips: Beautiful hover tooltips showing appointment details with quick actions
- Calendar View: Intuitive calendar interface with multiple view options
- Conflict Detection: Automatic detection and prevention of scheduling conflicts
Client Experience & Public Booking
- External Booking Form: Embeddable appointment forms for any website with customizable styling
- Service Selection: Clients choose services and providers based on real-time availability
- Smart Time Slots: Dynamic availability display with busy slots clearly marked
- Timezone Support: Automatic timezone conversion for global scheduling and international clients
- Terms & Conditions: Configurable terms acceptance for bookings with legal compliance
- Custom Fields: Add custom fields to appointment forms for specific business needs
- reCAPTCHA Protection: Spam protection for external booking forms
Communication & Notifications
- Multi-Channel Notifications: Email and SMS alerts for all appointment events and status changes
- Email Tracking: See when clients have read appointment emails with delivery confirmations
- Custom Templates: Personalized email and SMS templates for different scenarios and languages
- Automated Reminders: Smart reminder system with customizable timing (hours, days before)
- Manual Reminders: Send early reminders before scheduled appointments
- Notification Preferences: Clients can choose their preferred notification methods
- Automatic Email Confirmations: Clients receive instant confirmation emails when booking appointments through external forms
Advanced Configuration & Customization
- Permission System: Granular staff permissions for appointment management and access control
- Appointment Management: Create, edit, delete, view, approve, and view reports for appointments
- Multi-Language Support: Available in 14+ languages including English, German, French, Spanish, Turkish, and more
- Custom Statuses: Create custom appointment statuses to match your business workflow
- Branding Options: Customize colors, logos, and styling to match your brand
- PHP 8.2 Compatibility: Full compatibility with PHP 8.2+ with improved null value handling and modern PHP standards
- Enhanced Database Integrity: Improved data validation and error handling throughout the system
Deep CRM Integration
- Customer Profile Integration: Dedicated appointments tab in customer profiles showing complete appointment history
- Lead Profile Integration: Appointments tab in lead profiles for tracking prospect meetings and consultations
- Quick Actions: Create new appointments directly from customer/lead profiles with pre-filled contact information
- Live Search & Navigation: Ajax-powered live search to quickly find and navigate to services, staff providers, and attendees
- Direct Navigation: One-click navigation to view appointment details, edit services, or manage staff assignments
- Contextual Actions: Convert appointments to tasks, leads, or invoices directly from the customer/lead interface
- Quick Appointment Management: Delete appointments directly from customer and lead profile tabs for streamlined workflow
- Dashboard Widgets: Configurable upcoming appointments widgets with customizable date ranges (7-30 days)
Business Benefits & ROI
- Increased Efficiency: Automated scheduling reduces administrative overhead by up to 70% and eliminates double-booking
- Revenue Growth: Service-based pricing and invoice conversion streamline billing processes and reduce payment delays
- Better Insights: Analytics dashboard provides actionable business intelligence for data-driven decisions
- Improved Client Satisfaction: Professional booking experience with automated confirmations and reminders
- Team Productivity: Staff performance tracking and optimized scheduling maximize resource utilization
- Reduced No-Shows: Automated reminder system significantly reduces missed appointments
- 24/7 Booking: Online booking form allows clients to schedule appointments outside business hours
- Scalable Solution: Grows with your business from single practitioner to multi-location enterprise
Perfect For These Industries
- Healthcare & Medical: Doctors, dentists, therapists, clinics, medical practices
- Beauty & Wellness: Hair salons, spas, massage therapists, beauty clinics, nail salons
- Professional Services: Consulting firms, legal offices, financial advisors, accountants
- Fitness & Sports: Personal trainers, gyms, yoga studios, sports coaches
- Education & Training: Tutoring services, driving schools, music lessons, coaching
- Real Estate: Property viewings, consultations, client meetings
- Automotive: Car dealerships, repair shops, maintenance services
- Home Services: Cleaning services, repair technicians, contractors
- Photography: Portrait sessions, wedding photography, event photography
- Any Service-Based Business: Requiring appointment scheduling and client management
Key Features Summary
- Appointment Booking System – Complete scheduling solution
- Google Calendar Integration – Two-way synchronization
- Outlook Calendar Sync – Microsoft Office integration
- Service Management – Unlimited services with pricing
- Staff Management – Multi-provider support
- Analytics Dashboard – Business intelligence reports
- Mobile Responsive – Works on all devices
- SMS Notifications – Automated text reminders
- Email Automation – Custom templates and reminders
- Public Booking Form – Embeddable on any website
- Working Hours Management – Flexible scheduling
- Multi-Language Support – 14+ languages included
- Calendar Tooltips – Interactive appointment details
- Recurring Appointments – Automated repeat bookings
- Customer Management – Integrated with Perfex CRM
- Lead Management – Integrated with Perfex CRM
- Lead Conversion – Turn appointments into sales
- Security Features – reCAPTCHA and data protection
Language Support
- English
- German
- French
- Spanish
- Italian
- Polish
- Portuguese (Brazil)
- Romanian
- Russian
- Turkish
- Vietnamese
- Dutch
- Indonesian
- Persian
Want to contribute a translation? If you want to contribute translation please send us at support@idevalex.com
Installation & Setup Guide
- Download & Extract: Download the module files and extract to your Perfex CRM installation
- Upload Module: Upload the appointly folder to /modules/ directory or use the upload section in Setup → Modules to install directly
- Activate Module: Go to Setup → Modules and activate Appointly. If available, click on “Upgrade Database”
- Database Migration: Automatic database tables creation and migration will run
- Configure Basic Settings: Set up preferences in Setup → Settings → Appointments
- Create Services: Add your appointment services in Appointly → Services with pricing and duration
- Set Working Hours: Configure company-wide and individual staff working schedules
- Assign Staff to Services: Link staff members to appropriate services as providers
- Calendar Integration (Optional): Connect Google Calendar and/or Outlook for synchronization
- Customize Communication: Modify email and SMS templates for your brand
- Test Booking Form: Preview and test the external booking form functionality
- Reschedule appointmentsClient has the option to reschedule appointment
- Cancel appointmentsClient has the option to cancel the appointment
- Go Live: Embed booking form on your website and start accepting appointments
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