This is a module for
Perfex CRM
Demo: Click Here
Appointment Module for Perfex CRM
The Appointment Manager is a module for Perfex CRM designed to streamline the scheduling process by incorporating location-based appointments, service options, and staff selection. It offers a robust and scalable solution for efficiently
managing appointments with enhanced reliability.
Google calendar integration document available in zip
Features:
Management of Dashboard
- Book appointments
- Google calendar sync (One Way Perfex to Google)—New
- View appointments on calendar
- Location wise availability of staffs on calendar
- Holidays unavailability on calendar
- Different calendar layouts
- Staff can generate embedded code for appointment scheduling
- Staff can share public URL to anyone where user can book appointment
- Staff can create project directly from appointment for the related customer’s by clicking ‘Create opportunity’ button from appointment summary page
- Edit appointments
- Reports of appointments
- Change time format 24 to 12 and vice versa
- Disabled time picker based on unavailability of staffs
- Dynamic creation of statuses
- staffs can provide there availability and unavailability dates
- Work for multiple services
- Import appointments in any dates
- Notifications for each appointments
- More than 7 email templates you can customise for each events
- Rooms availability for each locations
- Custom Fields available in public form—New
Tables and filters
- Appointment Summary
- Reports with filter
Email Templates
- Appointment Reminder (Reminder send To staff)
- Appointment Upcoming (Changed upcoming status to the client)
- Appointment Approved (Changed approved status to the client)
- Appointment Missed (Changed missed status to the client)
- Appointment Cancelled (Changed cancelled status to the client)
- Appointment Reminder (Reminder send To client)
- Appointment Booked (Notification send To client)
- Appointment Booked (Notification send To staff)
- Appointment Booked and wait for approval (Approval Notification send To client)
- Appointment Booked and wait for approval (Approval Notification send To staff)
- Appointment Other status (Other Status Notification send To client)—New
Multi-Lingual Support -: Multiple language support for the ease of Use and globally acceptable and accessible.
Status of appointments
- Approved
- Cancelled
- Missed
- Upcoming
- Waiting for approval
PermissionsStaff Can access the Appointment module if they have permissions by Admin or Staff, to maintain security and authentication.
Public Form
Booked Appointment
Booked Appointment List
Draggable Appointment Form
Expand View
Add Location
Location List
Add staffs
services List
Perfex Dashboard
Appointment Status
View Appointment
Create opportunity
staffs Unavailibility
Permission
Change Log:-
02-01-2025
1- Added sub category for services. 2- Removed Rooms. 3- Location delete issue has been fixed.
02-12-2024
1- Credential json upload issue fixed
2- Download and remove credentials json option added
3- Calendar id input added
4- 12 hour event issue in google calendar fixed
5- Availibility/unavailibility of staff dateformat issue fixed
26-11-2024
1- Perfex to Google calendar sync 2- Custom Fields added for public form 3- Other status email template added 4- Fixed permission issue for staffs 5- Practitioner to Staff 6- Treatment to Service
