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.
Version 1.3.0 – Major Upgrade
Key Highlights of this major release:
- Completely new booking form with service selection and real-time availability
- Completely new services management system with multi-provider support
- Full analytics & reports dashboard with real-time business intelligence
- Timezone-aware scheduling with global team coordination
- Direct conversion of appointments to invoices, tasks, or leads
- Mobile-first interface with interactive calendar tooltips
- Advanced working hours management for flexible scheduling
NEW: Revolutionary 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 & Mobile Design
- Modern Interface: Completely redesigned dashboard with intuitive navigation and clean design
- 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)
- Mobile-First Design: Fully responsive interface optimized for smartphones, tablets, and desktop devices
- Touch-Friendly Controls: Optimized for touch interactions on mobile devices
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
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
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
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
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
Support & Updates
For support, please contact us through:
- Envato Support: Use the support section on this item page for general inquiries
- Direct Email: support@idevalex.com for technical support and customization requests
We typically respond within 24-48 business hours. Regular updates ensure compatibility with the latest Perfex CRM versions and introduce new features based on user feedback.
Transform your appointment scheduling today with Appointly v1.3.0 – The most advanced appointment management solution for Perfex CRM!
Frequently Asked Questions
General Questions
- Q: Is this a standalone application?
- A: No, Appointly is a module for Perfex CRM. You need Perfex CRM v3.0.0+ installed first.
- Q: Can I use this without Perfex CRM?
- A: No, this module is specifically designed to integrate with Perfex CRM’s existing features.
- Q: Does it work with the latest Perfex CRM version?
- A: Yes, Appointly is regularly updated to maintain compatibility with the latest Perfex CRM versions.
Technical Questions
- Q: I cannot install module via upload method
- A: Please check if you have write permissions for the /modules/appointly directory and php max file upload size is set to 3MB or more.
- Q: Does it support multiple languages?
- A: Yes, Appointly includes translations for 14+ languages.
- Q: Can I integrate with my existing calendar?
- A: Yes, it supports Google Calendar with two-way synchronization and Outlook Calendar.
Business Questions
- Q: Can I manage multiple staff members?
- A: Yes, you can add unlimited staff members with individual schedules and service assignments.
- Q: Does it handle recurring appointments?
- A: Yes, you can set up daily, weekly, or monthly recurring appointments with custom patterns.
- Q: Does it send automatic reminders?
- A: Yes, it sends automated email and SMS reminders at configurable intervals before appointments.
Changelog
Version 1.3.2
- New: Implemented user-friendly appointment URLs with clean, professional structure (appointly/appointment/hash) - New: Added automatic browser cache clearing system ensuring new routes work immediately after installation/upgrade - New: Added comprehensive client reschedule request system with staff approval workflow - New: Implemented "Book Again" functionality for cancelled and no-show appointments - New: Added delete option for two-way synced appointments directly from CRM - New: Created dedicated reschedule requests table with proper referential integrity - New: Added email notification templates for reschedule approvals and denials - New: Enhanced staff dashboard with pending reschedule and cancellation request sections - New: Added multi-language support for reschedule and book again features - New: Button added to edit the appointment directly from the appointment view - Updated: Enhanced staff-only appointments with improved attendees validation and Google/Outlook integration - Updated: Improved client appointment view with modern UI and better status indicators - Updated: All email templates and system references to use new friendly URL format - Updated: Implemented time-based versioning for all JavaScript files to prevent cache issues - Fixed: Service editing and updating functionality for services currently in use - Fixed: Form submission errors and validation messaging - Fixed: Primary provider selection not displaying correctly in service management - Fixed: Time format consistency in appointment editing interface - Fixed: Hardcoded language strings throughout the module - Fixed: Time display formatting during appointment updates - Improved: Refactored appointment submission logic for better maintainability and debugging - Improved: Removed legacy backend validation while maintaining security - Improved: Maintained backward compatibility for existing appointment bookmarks and links
Version 1.3.1 – Minor Bug Fixes
- Fixed minor bug in installation and migration - Fixed Booking form issue if no blocked days available - Fixed database migration order - moved column checks after table creation - Fixed invalid status migration from 'confirmed' to 'in-progress' - Added table existence checks for all database operations
Version 1.3.0 – Major Upgrade
Services Management System
- Complete services management interface - Multi-provider assignment with primary provider designation - Default provider selection for each service - Service-specific pricing, duration, and descriptions - Buffer time configuration (before/after appointments) - Color-coded service identification - Service availability control for booking forms
Analytics & Reports Dashboard
- Comprehensive analytics dashboard with real-time statistics - Advanced date range filtering (today, week, month, year, custom) - Monthly appointment trends with visual charts - Service popularity and performance metrics - Staff performance tracking with completion rates
Direct Conversion System
- Create invoices from completed appointments - Create tasks from appointments with context preservation - Create leads from appointments with context preservation - Streamlined workflow from appointment to business processes
Working Hours Management
- Company-wide schedule configuration - Individual staff working hours override - 15-minute interval precision - Weekend and holiday management
Enhanced User Interface
- Completely redesigned dashboard with modern UI - Improved appointment creation/editing forms - Enhanced external booking form with service selection - New appointment status management system - Mobile-optimized responsive design
Improvements
- Optimized database structure with new tables for services and working hours - Improved appointment status management with enum fields - Enhanced data relationships and foreign key constraints - Modular controller structure (Appointments, Services, Reports) - Enhanced model layer with specialized service and report models - Better error handling and validation - Streamlined appointment booking workflow - Improved provider selection interface
Removed Features
- Legacy callback functionality (streamlined focus on appointments) - Outdated appointment type system (replaced with services) - Legacy status fields (replaced with modern enum system) - Deprecated working hours fields (moved to dedicated tables)
Migration & Compatibility
- Automatic data migration from v1.2.x to v1.3.0 - Backward compatibility for existing appointments - Preserved calendar integrations and settings - Maintained email template compatibility
Appointly – Version 1.2.6
- Fix: Services & Reports view permissions - Fix: Menu items list minor issues fix and reorder - Fix: Minor issues with permissions globally
