Appointly – Perfex CRM Appointments. Appointly offers users to add request appointment form to any of your websites and clients can directly ask for an appointment.Appointments can..
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.
FIxed: Weekend times enable / disable bug 16.11.2022 Added: Option to export appointments in PDF, Excel, CSV and Print with included Custom fields Added: Custom fields will be shown in table for appointments in marked as Show in table in Custom fields area. Added: New merge field in customer reminders template for appointments {appointment_google_meet_link}, include in email template if there will be always google meeting for an appointment, otherwise remove the field from the template. Fixed: Migrations file for specific columns in database to be inserted when upgrading / reinstalling Fixed: Issue with leads address not fetching every time in modal Fixed: Issue after source is lead when meeting is created, bug if phone is empty Fixed: Issue after source is lead add to google meeting after creation, now working. Fixed: When appointment is saved sometimes if it’s not recurring got stuck and guests doesn’t receive an email Fixed: Minor issue, external clients were able to book weekends. Now fixed. Fixed: External contact don’t receive recurring appointment SMS notifications. Now fixed. Fixed: Attendees sometimes receive recurring email event if email is not checked for current appointment. Now fixed. Fixed: External contacts was not receiving SMS when is set for reminders in appointment. Now fixed. Updated: Thanks to contribution, fully translated Brazilian Portuguese language
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