Appointly v1.2.2 – Perfex CRM Appointments

Feature of Appointly – Perfex CRM Appointments

• 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

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