Appointly – Perfex CRM Appointments

Description

NOTE This is not a standalone appointments module module requires Perfex CRM application version 3 0 0 installed this is a module for Perfex CRM Introduction to Appointly Appointments Module for Perfex CRM Appointly is a versatile appointment scheduling module seamlessly integrated into Perfex CRM It s perfect for any appointment type and features easy integration with external forms across multiple websites Manage appointments add staff as attendees set subjects descriptions dates and times effortlessly The module allows for direct synchronization with Google Calendar and Outlook Calendar Individual users can manage appointments in both calendars create update or delete events right from the CRM Appointly offers the flexibility to include various types of attendees internal contacts external contacts or leads With a simple user-friendly design the module supports Email and SMS Notifications appointment approval cancellation and completion confirmations The unique Callback feature in Appointly lets clients request callbacks catering to international clientele Admins or designated assignees can manage and take notes for these callbacks The feature is toggleable to suit your needs Starting from version 1 1 4 Appointly also supports Custom Fields Email Tracking and Live Notifications and introduces a feedback system for appointments Features 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 Screenshots Overview Appointment Dashboard Widget Appointment Calendar Table View Appointment Settings New Appointment New Lead Appointment Appointment View Edit Appointment Convert to Task Lead Email Tracking Custom Fields Convert to Task can be related to all features Convert to Lead Appointment Cancelled Appointment External iFrame Form Appointment Google Meet Past Appointments Appointment Public URL Templates Callbacks Feedbacks Mobile Ready Changelog Version 1 2 4 25 07 2023 Updated PHP 8 2 Dynamic properties declaration updates and improvements in email templates and libraries Updated Compatibility with Perfex CRM latest version 3 0 6 Fixed Issue with leads staff and customers Create an appointment link on hover in table after Perfex updates was not showing Update Google API and Calendar API libraries with all dependencies for compatibility with all latest versions Miscellaneous Code improvements prepare for next update 1 2 5 Version 1 2 3 03 11 2022 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 Version 1 2 2 15 01 2022 Updated Compatibility with Google API Client latest compatible libraries and Perfex CRM 2 9 2 version Modified External form spacing and improvements Improved Speed and security Version 1 2 1 20 11 2021 New Edit button to edit the appointment when located in single appointment view New Google Maps Embed API in Appointment Overview documentation included Added New language Turkish 99 Translated Updated Module PHP 8 Compatibility Updated Google API Updated German Language translated 99 Updated Item Documentation li Minor Fix Issue with calendar sometimes fetching incorrect empty data from database Various Code improvements optimizations Version 1 2 0 07 04 2021 Added Admins and Responsible person can now see all appointments in calendar Added In Appointment Overview included Customer Company name and link Improved Compatibility with Office Theme Light Theme and Dark Theme Updated Appointments link in customers area now have proper menu icon Updated Compatibility with Perfex CRM latest version 2 8 4 Fixed Bug with module updates sometimes column was not adding in database Fixed Bug with hours button dropdown in Appointly settings Fixed Minor issue with language characters due to DOMDocument extension not converting to UTF-8 Version 1 1 9 09 05 2021 New Added new feature Recurring Appointments Creates Google appointment also New Added new feature to create internal meetings with Staff Members Added New feature to create appointment directly from leads view See note below Added New feature to create appointment directly from staff view See note below Added New feature to create appointment directly from contacts view See note below Added Two new email templates for recurring Updated French Language is now 99 translated Changed Due to request of clients table filters now can be used each filter separately Modified Ordered appointments by descending order Newest at top by default Improved In appointment summaries labels can be clicked to directly show selected value Improved Changed default table filter to all Fixed Issue when appointment is marked as cancelled or finished it still send reminders Fixed Minor bug fix only inactive contacts where shown in dropdown Various CSS JS Stability improvements NOTE In order buttons for creating direct appointments for Staff Leads and Contacts DOMDocument dom extension must be loaded and Perfex CRM version 2 8 0 or above Changed minor UI UX Styling Version 1 1 8 08 02 2021 Added New link to open external form directly from sidebar menu Added Top bar menu on clients side on schedule appointment form Added Focus effects on callbacks form show hide Updated Portuguese language Updated Google Calendar API documentation Fixed Issue with busy dates on clients side Fixed When appointment was approved sometimes table was not reloaded Fixed Minor issue with phone required field in external form Fixed External form redirect on success is now shown after scheduling Various CSS HTML improvements Version 1 1 7 10 14 2020 Added Option to directly open customer from appointment view Added Option to directly open lead from appointment view Updated Google Client Updated Google API new updates to support Google Meet Hangouts Meet creation while new appointment is created Version 1 1 6 09 24 2020 New Fully redesigned and refactored the code for tables functionality and looks more like Perfex CRM UI UX Added New language Spanish Added Option to use multiple filters Added Status dropdown now users can directly change the status from the appointments table Updated French language updated and translated 99 Fixed Appointment and Callbacks date sorting Fixed Date formats bug for Outlook API now all date formats are supported Fixed When new external appointment is submitted if option automatically approve appointment is set now client will receive email notification Removed Delete button removed from appointment single view due to better module functionality now is shown in table view Improvements Various improvements and fixes Version 1 1 5 06 18 2020 New Added Google Calendar Meet functionality for clients and staff New Option to send email to client to request to meet via Google Meet Can send custom email message via modal New Outlook Calendar API Integration New Sync Update Delete and Create Outlook appointments New Outlook calendar link in appointments table New Added past finished appointments history page with separate notes tab so staff can manage appointment notes easily request feedback s etc Added New action hook for custom SMS messages after new appointment is submitted via external form Added New action hook for custom header for callbacks form Added If client is logged in when navigate to appointments from data will be auto filled Added If client is logged in after appointment submission will be redirected to clients area Added Back to dashboard button for logged in clients Added New filters statuses Upcoming and Missed Added New language Dutch fully translated Updated French language was 85 translated now 100 Improved Create modal is now wider for better UX Fixed Client cancellation modal toggle issue Improvements UI UX Version 1 1 4 03 22 2020 New Added Custom Fields support in admin and appointments external form area New Added Email Tracking is appointment email to client read or not read applies for appointment approved email New Added Feedback and comments for finished appointment New Added Feedback custom statuses min 1 total 7 can be translated New Email templates for appointments feedback s New feedback Received Existing feedback Updated Request feedback from client New Added option to Convert and relate appointment to Lead New Added option to Convert and relate appointment Task from appointment can be related to Project Invoice Customer Estimate Contract Ticket Expense Lead and Proposal Fixed Appointments- Settings minor fix when there is no staff members added Fixed Bug when updating internal appointment to Google Calendar attendees was not updated properly Fixed Minor fix in when appointments are exported initiated by heading if created by admin name was shown in list Improved Fully refactored responsible person permissions for Appointments now responsible person will have full permissions over appointments except delete permissions that will be require as added from permissions Version 1 1 3 03 01 2020 New Callbacks feature for Appointly New Callbacks email templates and live notifications New Callbacks assignee s New Callbacks Responsible Person New Callbacks notes New Appointments reCAPTCHA New Added option to disable enable Appointments busy times New Added new email template feature so responsible person will receive email when new appointment is submitted via external form Fixed Applied date time fix for specific date format time zones Version 1 1 2 02 13 2020 Fixed minor fix with language files Version 1 1 1 02 13 2020 New Google Calendar API Integration New Options to add appointment to own Google Calendar separate for each staff member Requires Google Authenticated New Options when appointment is updated or deleted will be also applied directly in your Google Calendar Requires Google Authenticated New Google Calendar busy dates shown with yellowish color New Option to add own booking hours Admin New Option to disable weekends Admin New Option to enable hours buffering Admin New Option to auto approve external appointments Admin New Appointment types if any are now shown in clients external form New Feature if appointment is in my Google Calendar will be shown as icon link in dashboard Only for own appointments requires Google authenticated New Google busy date time are now synced from Google Calendar API Requires Google Authenticated New Added option to click SMS or Email and call or send SMS in appointment single view appointment New Added option to click client address and separately open in Google Maps in appointment single view Improved UI UX Changed Reversed font back to Roboto Updated French and Portuguese language to full translation Fixed Busy hours not always shown minor bug Fixed Reminders feature minor bug Fixed Appointment cancellation description not included in staff view after client requested cancellation fixed minor bug when client is trying to cancel an appointment there is no response Version 1 1 0 01 22 2020 New Added busy dates booked hours lookup in clients external form and calendar language New Customers can book appointments if not logged in from customers area Admin can enable disable this option New Customers can book appointments when logged in from customers area Admin can enable disable this option New Added meeting notes with Tiny MCE editor option to upload images New Added new option to set default table filter per user New Added new option Appointments Summary can be enabled or disabled per user New Added staff roles in appointment external clients view New Added new option Send Early Appointment reminders Email and SMS Can be reused per your needs New Appointment Types Option to create custom appointment types New Appointment types will be shown in staff and clients calendar own if not Admin New Added new languages German French Italian Portuguese Brazil and Polish Improved Changed date format for all appointments according to default date format due to better and global readability for all clients Date format is in Setup- Settings- Localization Improved Added half hours to already existing booking hours Fixed Notification not send always when creating internal meeting Date published 01 13 2020 Initial release compatible with latest version of Perfex CRM 2 4 1 and PHP 7 X X