short description
Appointly is a powerful appointment scheduling tool that integrates with Perfex CRM, allowing users to manage appointments, add attendees, and select themes, descriptions, dates, and hours. The plugin supports direct synchronization with Google Calendar and Outlook Calendar, allowing users to create, edit, and delete events directly in the CRM.
Appointly allows for a wide range of participants, including internal contacts, external contacts, and leads, and offers a user-friendly interface that supports email and SMS notifications, appointment acceptance, cancellation, and completion confirmations. It also features a unique callback capability, allowing consumers to request callbacks from clients worldwide.
Appointly now includes Custom Fields, Email Tracking, Live Notifications, and an appointment feedback system (versions 1.1.4 and up). It features Google Calendar API (one-way sync), Google Meeting Integration, Outlook Calendar API (one-way sync), and more. It also includes calendar-type events, reminder notifications, email templates, SMS templates, and action hooks for scheduling appointments.
The Appointly Nulled Script has been updated to version 1.2.4, July 25, 2023, with PHP 8.2 dynamic property declaration changes, email templates, libraries, and compatibility with Perfex CRM’s latest version, 3.0.6. The update resolves issues with leads, staff, and customers, updates the Google API and Calendar API libraries, and includes code enhancements and preparation for the next update.
Perfex CRM has undergone several updates and improvements to improve its user experience. The latest version includes the addition of migration files for specified database columns, fixed issues with leads’ addresses, and improved compatibility with Google API Client compatible libraries and Perfex CRM 2.9.2 version. The appointment overview now contains customer information, and administrators and responsible parties can now view all appointments on the calendar.
Recurring Appointments is a new feature that creates Google appointments, and new features have been added for organizing internal meetings with employees. New appointment-making options have been added directly from the staff view, and appointments can be created directly from the contacts page. The French language has been fully translated, and table filters can now be used independently per customer request.
Several CSS/JS stability improvements have been made, including the ability to open customers directly from the appointment view, the Google API for creating new Google Meet appointments, and the ability to update the status directly from the appointments table. The French language has been updated and translated 99%, and the appointment and callbacks by date sorting issue has been fixed.
In summary, Perfex CRM has undergone several updates and improvements to improve its user experience and user experience.
Appointly has undergone several updates to improve its user experience and functionality. The latest version, 1.1.5, introduced Google Calendar integration for customers and workers, allowing them to meet using Google Meet and send custom emails. It also integrated with the Outlook Calendar API, allowing users to update, delete, and create appointments. New features include an Outlook calendar link in the appointments table, a dedicated notes page for managing appointment notes and feedback requests, an action hook for custom SMS messages sent once an appointment is submitted via an external form, a custom header for the response form, appointment auto-filling from data, and redirecting customers to their area if logged in.
The new language, Dutch, has been fully translated, and the creation modal has been expanded for a better user experience. The app now includes callback functionality, email templates, live notifications, and more. Additionally, the app has fixed minor issues with language files and fixed a minor issue with language files.
Version 1.1.0, January 22, 2020, introduced a search function for busy dates, allowing customers to plan appointments even if they are not signed in. It also added staff positions to the appointment view for external clients, sent early appointment reminders by email and SMS, and introduced appointment sorts. Language support has been introduced in German, French, Italian, Portuguese, Brazilian, and Polish. The date format for all appointments has been changed to the default date format for a more consistent reading experience for all clients.
Appointly Nulled Script
Appointly – Perfex CRM Appointments
NOTE: This is not a standalone appointments module; it requires Perfex CRM application version 3.0.0 to function.
Introduction to Appointly, Perfex CRM’s Appointments Module.
Appointly is a sophisticated appointment scheduling tool that seamlessly interacts with Perfex CRM. It’s perfect for any appointment type and has easy interaction with external forms on a variety of websites. Manage appointments, add attendees, and easily select themes, descriptions, dates, and hours.
The plugin supports direct synchronization with Google Calendar and Outlook Calendar. Individual users can manage appointments on both calendars by creating, editing, and deleting events directly in the CRM.
Appointly allows you to add a wide range of participants, including internal contacts, external contacts, and leads. The module offers a simple, user-friendly interface that supports email and SMS notifications, appointment acceptance, cancellation, and completion confirmations.
Appointly’s unique callback capability enables consumers to request callbacks, catering to clients all over the world. Administrators or designated assignees can manage and take notes on these callbacks. The feature can be turned on and off as needed.
Appointly now includes Custom Fields, Email Tracking, Live Notifications, and an appointment feedback system (versions 1.1.4 and up).
Features
Google Calendar API (One-way Sync)
Google Meeting Integration
Invite clients and workers to Google Meet (by email) with a personalized message.
Outlook Calendar API (one-way sync)
Past Appointments
Recurring Appointments
Request a callback.
External leads and clients may request a callback.
Callbacks for assignees and notes.
Custom Fields
Email Tracking
Convert to task (may be related with a project, invoice, client, estimate, contract, ticket, expense, lead, or proposal).
Turn appointment feedback into leads. Clients who have completed visits can leave feedback, ratings, and comments. Staff may seek input.
Include the iFrame form on any of your websites (it can be applied to multiple websites).
Staff permissions (View-Global, View-Own, Edit, and Delete).
Live push alerts (Reminders, New Appointments, Appointment Cancelled, Request Cancellation, Updated, Feedback Alerts, and Callback alerts).
Dashboard Widget
Google Calendar API
Today’s appointment calendar syncs.
You can update or delete appointments.
Option to cancel an appointment and change the default table filter.
Option: Allow consumers to arrange appointments while logged in or before logging in.
Calendar-type events.
Appointment Notes and Types
Color events in the staff and customer areas follow a calendar format.
Book appointments directly from the client area.
General appointment perspective.
The general appointment view is distinct for external public client url clients (hashed and unique).
General appointment view; distinct for internal personnel; private CRM URL attendee.
Assign numerous staff attendees.
Internal Appointments (Contacts).
Internal appointments (leadership)
External Appointment
External iFrame Form (contact).
SMS messages and reminders.
Email notifications and reminders.
Reminder Notifications
Send out early reminders and access logs.
Reschedule the appointment (mark it as continuing).
Email Templates
Staff and attendees’ appointments have been approved.
Appointment cancelled for (staff and attendees).
Appointment is approved for (contact).
Appointment Cancelled with (Contact)
Staff and attendees receive a reminder of their appointments.
Appointment reminder for (contact).
Callbacks Assigned to (Staff)
A new callback for staff.
Staff received feedback.
The feedback has been updated for staff.
SMS Templates
To ensure SMS delivery, populate all SMS templates under Setup->Setting->SMS with content, as shown in the sample below. Empty templates will not be delivered.
Appointments can be approved, cancelled, or reminded to the relevant person.
SMS Action Hooks
Dashboard: Today’s Appointment Widget.
Add the Today’s Appointments widget to your Dashboard.
All of your appointments are shown and synced to your calendar.
Colored events allow you to open appointments directly from your calendar.
Flexible date and time manipulation
Busy hours and dates are shown.
Also available in the external form.
Email and SMS notifications:
When making, approving, or changing an existing appointment, notify contacts and attendees via email and SMS.
Email Templates for Appointments (Translation Ready)
Customized content and topics
Custom Fields
Feedback and Callbacks
Custom admin email templates and SMS appointment confirmation.
Appointment Cancellation
HTML text with Tiny MCE editor in Email Templates
Custom appointment statuses include pending, authorized, canceled, confirmed, and looming.
SMS and email templates have template merge fields.
Action Hooks
Table Filters
All are authorized.
Not approved. Cancelled.
Finished
Upcoming
Missed
Recurring leads include internal staff and live search leads.
Sources include internal (contact), external, and lead.
Appointment due dates
Appointment: busy date pointers (may be disabled)
Responsive Bootstrap Layout
Languages supported include English, German, French, Dutch, Italian, Spanish, and Portuguese. The Brazilian and Polish translations are complete.
Changelog:
Version 1.2.4, July 25, 2023.
Updated: PHP 8.2 dynamic property declaration changes, as well as updates to email templates and libraries.
Updated: Compatibility with Perfex CRM’s latest version, 3.0.6.
I resolved an issue with leads, staff, and customers. After Perfex updates failed to appear, mouse over the table to create an appointment link.
Update the Google API and Calendar API libraries, including all dependencies, to ensure interoperability with the most latest versions.
Miscellaneous: code enhancements; preparation for the next update. Versions 1.2.5 and 1.2.3 were made available on November 3, 2022.
FIXED: Weekend times enable/disable bug on November 16, 2022.
Appointments can now be exported in PDF, Excel, CSV, or printed using integrated custom fields.
Added: Custom fields will be displayed in the table for appointments marked with Show in table in the Custom fields box.
I included a new merge field {appointment_google_meet_link} in the customer reminders template for appointments. Include this field in the email template if a Google meeting is always required for an appointment; otherwise, delete it.
Fixed: The migrations file for specified database columns will be added while upgrading or reinstalling.
Fixed an issue where leads’ addresses were not always retrieved in the modal.
Fixed: issue when the source is lead during the meeting setup; difficulty when the phone is empty.
Fixed: Problem with adding a source to a Google Meeting after it has been created; now it works correctly.
Fixed: When an appointment is saved but not recurring, it may become stuck, and guests will not receive an email.
We fixed a minor issue that allowed external consumers to book weekends. It is now repaired.
Fixed: External contacts do not receive recurring appointment SMS reminders. It is now repaired.
Fixed: Attendees may receive several email events if their email is not checked for the current appointment. It is now repaired.
Fixed: External contacts were not receiving SMS notifications when appointment reminders were set up. It is now repaired.
Update: Thanks to contributions, the Brazilian Portuguese language has been fully translated.
Version 1.2.2, 15/01/2022.
Updated: compatibility with the most recent Google API Client compatible libraries and Perfex CRM 2.9.2 version.
External form spacing has been modified, as have enhancements.
Improved speed and security.
Version 1.2.1, November 20, 2021.
When viewing a single appointment, a new Edit button has been included.
New: Google Maps Embed API in Appointment Overview; documentation provided.
Added: Turkish is the new language with 99% translation.
Updated: Module PHP 8 compatibility.
Google’s API has been updated.
Update: The German language has been translated 99%.
Updated: Item Documentation.
Minor Fix: The calendar would occasionally collect incorrect or empty data from the database.
Various: code upgrades and optimizations.
Version 1.2.0, 7/04/2021.
Administrators and responsible parties can now view all appointments on the calendar. The appointment overview now contains customer information (business name and link).
Improved: Supports Office, Light, and Dark themes.
Updated: The appointment link in the client area now has an appropriate menu symbol.
Updated: Compatibility with Perfex CRM’s most recent version, 2.8.4
Fixed an issue that prevented some columns from being added to the database during module updates. There is a bug with the hours button option in appointment settings.
Fixed: Minor issue with language characters caused by the DOMDocument extension failing to convert to UTF-8 (Version 1.1.9, September 5, 2021).
Recurring Appointments is a new feature that creates Google appointments.
New: Added a mechanism for organizing internal meetings with employees.
Added: A new feature that allows you to create appointments directly from the leads view [see below].
A new appointment-making option has been added directly from the staff view [see note below].
A new feature has been added that allows you to create appointments directly from the contacts page [see notice below].
There are two new recurring email templates.
Updated: The French language is now 99 percent translated.
Changed: Per customer request, table filters can now be used independently.
Changed: By default, appointments are listed in decreasing order, with the most recent at the top.
Improved: In appointment summaries, labels can now be clicked to rapidly display the selected value.
Improved: Set the default table filter to all.
Fixed: When an appointment is marked as canceled or completed, it continues to send reminders.
Fixed a minor issue in which only inactive contacts were presented in the menu.
Various CSS/JS Stability Improvements
NOTE: Use the order buttons to schedule direct appointments for employees, leads, and contacts. Perfex CRM version 2.8.0 or higher is required, as well as the DOMDocument(dom) extension. Version 1.1.8 includes some minor UI/UX stylistic updates. 08/02/2021
A new link for accessing external forms has been added to the sidebar menu.
New features include a client-side top bar menu for appointment scheduling, as well as emphasis effects on the callback form.
Updated: Portuguese language.
Updated Google Calendar API documentation.
Fixed: The problem with the client’s busy schedule was rectified. When the appointment was approved, the table was not always reloaded.
Fixed: A minor issue with the phone number required field on external forms. External form redirects on success are now accessible upon scheduling.
Several CSS/HTML enhancements
Version 1.1.7 (October 14, 2020)
I included the option to open the customer directly from the appointment view.
I included the opportunity to open a lead directly from the appointment view.
changed: (Google Client Updated): The Google API has been changed to make it easier to create a new Google Meet (Hangouts Meet) appointment.
Version 1.1.6, September 24, 2020.
New: The code for table functionality and design has been fully updated and refactored to more closely mirror the Perfex CRM UI/UX.
Added a new language: Spanish.
Added: Option to use multiple filters.
Added: Users can now update the status directly from the appointments table instead of using the status dropdown.
Updated: The French language has been updated and translated 99%.
Fixed: Sorting appointment and callbacks by date.
Fixed a date format issue in Outlook API; now all date formats are supported.
Fixed: When a new external appointment is submitted and the option to automatically approve the appointment is selected, the client will receive an email notification.
Removed: Due to improved module functionality, the delete option has been removed from the appointment single view and is now displayed in table view.
Improvements: several enhancements and fixes.
Version 1.1.5, 6/18/2020.
New: Customers and workers can now meet using Google Calendar.
New: Send an email to the customer to request a meeting using Google Meet. You can input a custom email message through the modal.
New Outlook Calendar API integration.
New: Sync lets you update, delete, and create Outlook appointments.
New features include an Outlook calendar link in the appointments table and a dedicated notes page for managing appointment notes and feedback requests.
New features include an action hook for custom SMS messages sent once an appointment is submitted via an external form, a custom header for the response form, appointment auto-filling from data, and redirecting customers to their area if logged in.
Added a Return to Dashboard option for logged-in customers.
New filter statuses have been added. Upcoming and missed
The new language, Dutch, is fully translated.
Update: The French language was 85% translated; it is now 100%.
Improved: The creation modal has been expanded for a better user experience.
Fixed an issue with the client cancelation modal toggle.
Version 1.1.4, which was released on March 22, 2020, improves the UI/UX.
New: The admin and appointments external form sections now support Custom Fields.
New: Email Tracking (is the appointment email to the client read or not read?); this relates to appointment permitted emails.
New: Provided feedback and remarks after finished appointments.
New: Added feedback custom statuses, ranging from 1 to 7 (translatable).
New features include email templates for appointment feedback, editing current feedback, and soliciting client feedback. Appointments can now be turned into leads, and tasks can be linked to projects, invoices, clients, estimates, contracts, tickets, expenses, leads, and proposals.
Appointments->Settings now makes a minor fix when no staff members are added.
Fixed an issue with updating internal appointments to Google Calendar attendees.
Fixed: A minor issue in which appointments were exported starting with a heading if the administrator’s name was visible in the list.
Improved: Completely refactored responsible person rights for appointments; the responsible person now has full power over appointments, with the exception of delete permissions, which will be required when they are added to permissions.
Version 1.1.3, 3/1/2020.
Appointly now includes callback functionality.
New features include callback email templates and live notifications.
New: Callbacks for assignees
New: Callbacks, Responsible Person.
New: callback notes.
New: Appointments ReCAPTCHA.
New: Added the ability to conceal or enable appointments during peak hours.
New: Added a new email template and functionality to ensure that the responsible person receives an email when a new appointment is entered via the external form.
Fixed: A date time fix was applied for the selected date format time zones.
Version 1.1.2, 2/13/2020.
Fixed a minor issue with language files.
Version 1.1.1, 2/13/2020.
New Google Calendar API integration.
New: Add appointments to personal Google Calendars (separate for each staff member) (Requires Google Authentication).
New: You will be able to update or delete appointments in your Google Calendar quickly (Google Authentication required).
Google Calendar now shows busy dates in a yellowish tone.
New: Ability to add your own booking hours (Admin)
A new option for deactivating weekends (Admin)
A new option for enabling hourly buffering (Admin).
New: Ability to automatically approve external appointments (Admin)
New: The appointment types (if any) are now displayed on the customer’s external form.
New feature: If an appointment is in my Google Calendar, it will be displayed as an icon link in the dashboard (only my own appointments require Google login).
Google busy dates and times are now synchronized using the Google Calendar API (Google account is required).
New: In an appointment single view, you may now click SMS or email and then call or send SMS.
New: In the appointment single view, you can now click on the customer’s address to visit it independently in Google Maps.
Improved: UI/UX
Changed: Reverted the typeface to Roboto.
French and Portuguese languages have been updated to ensure complete translation.
Fixed: Busy hours are not always displayed. A little bug.
Fixed: There is a minor issue with reminders.
Fixed: Appointment cancellation description was not included in staff view after the customer requested cancellation; rectified a minor mistake when the client attempts to cancel an appointment and receives no response.
Version 1.1.0, January 22, 2020.
New: Customers’ external form and calendar language now include a search function for busy dates (booked hours).
New: Customers can plan appointments even if they are not signed in (Admin can enable or disable this feature).
New: Customers can make appointments while logged in to the customer area.
New capabilities include the ability to take meeting notes with the Tiny MCE editor and send images.
New: You may now set the default table filter for each user.
New: A new feature Appointments Summary can be enabled or disabled (per user).
New: Added staff positions to the appointment view for external clients.
Added a new option. Send early appointment reminders by email and SMS (which can be reused based on your needs).
New: Appointment sorts (ability to create unique appointment types)
New: Appointment types will be visible in staff and customer calendars (own if not administrator).
New language support has been introduced. German, French, Italian, and Portuguese; Brazilian and Polish.
Improved: Changed the date format for all appointments to the default date format to provide a more consistent reading experience for all clients. The date format is Setup->Settings->Localization.
Improved: Added half-hours to current booking times.
Fixed: Notifications are not always received while setting internal meetings.
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