Appointment Module for Perfex CRM

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
• Office365 outlook calendar integration—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 old public form—
• New 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.

New Public Form

Old 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:-

28-07-2025

1- New Public‐Booking Form – Staff list duplication fixed. 2- CRON Job issue fixed.  3- Other modules functionality effected by JS fixed.  4- Client profile section appointment manager page issue fixed. 5- Order / dependency of “Services” vs “Service Categories” reversed in new public form. 6- already booked time slots removed from New public form.    

04-06-2025

1-New public form added .   2-Add new appointment email notification issue fixed.    

29-04-2025

 Office365 outlook calendar integration.  

22-01-2025

1-Report link fixed. 2- Core calendar issue fixed over Dashboard. 3- Staff busy hrs changes for all locations.  

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