Appointly Nulled Script
Appointly – Perfex CRM Appointments
NOTE: This is not a stand-alone appointments module; it needs the Perfex CRM application version 3.0.0 to function.
Introduction to Appointly, the Appointments Module for Perfex CRM.
Appointly is a robust appointment scheduling tool that smoothly integrates with Perfex CRM. It’s ideal for any appointment type and has simple interaction with external forms on numerous websites. Manage appointments, add personnel as attendees, and specify topics, descriptions, dates, and hours with ease.
The plugin enables direct synchronization with Google Calendar and Outlook Calendar. Individual users may manage appointments on both calendars by creating, updating, and deleting events directly from the CRM.
Appointly allows you to add a variety of participants, such as internal contacts, external contacts, and leads. The module has a basic, user-friendly interface and enables email and SMS notifications, appointment acceptance, cancellation, and completion confirmations.
Appointly’s unique callback function allows customers to request callbacks, which caters to worldwide clients. Administrators or specified assignees may manage and take notes on these callbacks. The functionality may be turned on or off as needed.
Appointly now offers Custom Fields, Email Tracking, and Live Notifications, as well as an appointment feedback system (version 1.1.4 and higher).
Features
Google Calendar API (one-way sync)
Google Meeting Integration
Invite clients and staff to Google Meet (by email) with a customized message.
Outlook Calendar API (One-way Sync)
Past Appointments
Recurring Appointments
Request a call back.
External leads and clients may request callbacks.
Callbacks: assignees and notes.
Custom Fields
Email Tracking
Convert to task (may be associated with project, invoice, customer, estimate, contract, ticket, expense, lead, and proposal).
Convert appointment feedback into leads. Clients who have completed visits may provide feedback, ratings, and comments. Staff may seek feedback.
Embed the iFrame form into any of your websites (it may be added to many websites).
Staff rights (View-Global, View-Own, Edit, and Delete).
Live push notifications (Reminders, New Appointment, Appointment Cancelled, Request Cancellation, Updated, Feedback Alerts, and Callback Notifications)
Dashboard Widget
Google Calendar API
Today’s appointment calendar syncs.
Option to edit or delete appointments.
Option to cancel an appointment and set the default table filter.
Option: set customers to schedule appointments while logged in or before logging in.
Calendar-type events.
Appointment Notes and Types
Calendar-style color events in the staff and customer areas.
Book appointments straight from the client area.
General appointment perspective.
General appointment view is distinct for external public client url client (hashed and unique).
General appointment view, separate for internal workers, private CRM URL attendee
Assign multiple staff attendees.
Internal Appointments (Contacts)
Internal appointments (leaders)
External Appointment
External iFrame Form (Contact).
SMS notifications and reminders
Email notifications and reminders
Reminder Notifications
Send early reminders and access logs.
Reschedule the appointment (mark it as ongoing).
Email Templates
Appointments were approved for staff and attendees.
Appointment cancelled for (staff and attendees)
Appointment approved for (contact).
Appointment Cancelled with (Contact)
Appointment reminder for staff and attendees.
Appointment reminder for (contact)
Callbacks Assigned to (Staff)
A new callback for staff
Feedback received by staff
Feedback has been updated for staff.
SMS Templates
Note: Make sure that all of your SMS templates under Setup->Setting->SMS are filled with content, as shown in the example below; otherwise, SMS will not be delivered if the SMS template is empty.
Appointments may be approved, cancelled, or reminded to the appropriate contact.
SMS action hooks
Dashboard: Today’s Appointment Widget
Add the today’s appointments widget to your dashboard.
All of your appointments are shown and synchronized with your calendar.
Open appointments directly from the calendar using colored events.
Flexible date and time manipulation
Busy hours and dates are indicated.
Also accessible in the external form.
Email and SMS notifications:
Send email and SMS alerts to contacts and attendees when creating, approving, or amending an existing appointment.
Email Templates for Appointments (Translation-Ready)
Customized content and topic
Custom Fields
Feedback and Callbacks
Custom admin email templates and SMS for appointment confirmation.
Appointment Cancellation
HTML text with the Tiny MCE editor in Email Templates
Custom statuses for various appointment types: pending, authorized, canceled, confirmed, and impending.
Template merge fields in SMS and email templates.
Action Hooks
Table Filters
All approved.
Not approved. Cancelled.
Finished
Upcoming
Missed
Recurring Leads: Internal Staff, Live Search Leads.
Source: e.g., internal (contact), external, or lead.
Appointment due dates
Appointment: busy date pointers (may be disabled)
Responsive Bootstrap Layout
Available languages include English, German, French, Dutch, Italian, Spanish, and Portuguese. The Brazilian and Polish translations are ready.
Changelog:
Version 1.2.4, July 25, 2023.
Updated: PHP 8.2 dynamic property declaration adjustments, as well as improvements to email templates and libraries.
Updated: Compatibility with Perfex CRM’s newest version, 3.0.6
I fixed a problem with leads, employees, and customers. Create an appointment link by hovering over the table after Perfex updates did not appear.
Update the Google API and Calendar API libraries with all dependencies to ensure compatibility with the most recent versions.
Miscellaneous: code enhancements; prepare for the next upgrade. Versions 1.2.5 and 1.2.3 were released on November 3, 2022.
FIXED: Weekend times enable/disable problem 16.11.2022.
Added the option to export appointments in PDF, Excel, CSV, and print with integrated custom fields.
Added: Custom fields will be shown in the table for appointments specified with Show in table in the Custom fields box.
I added a new merge field {appointment_google_meet_link} to the customer reminders template for appointments. Include this field in the email template if there will always be a Google meeting for an appointment; otherwise, delete it.
Fixed: Migrations file for specified columns in the database to be added when upgrading or reinstalling.
Fixed: Issue with leads’ addresses not being retrieved every time in the modal.
Fixed: issue when source is led when meeting is setup; problem if phone is empty.
Fixed: Issue when source is added to Google Meeting after creation; now functioning.
Fixed: When an appointment is saved, if it is not recurring, it might become stuck, and visitors will not get an email.
Fixed a minor problem, allowing external customers to book weekends. It’s now repaired.
Fixed: External contacts do not get recurring appointment SMS reminders. It’s now repaired.
Fixed: Attendees may get repeated email events if their email is not checked for the current appointment. It’s now repaired.
Fixed: External contacts were not getting SMS when reminders were established in appointments. It’s now repaired.
Updated: Thanks to contributions, the Brazilian Portuguese language has been entirely translated.
Version 1.2.2, 15/01/2022.
Updated: compatibility with Google API Client’s most recent compatible libraries and Perfex CRM 2.9.2 version.
Modified: external form spacing and improvements.
Improved: speed and security.
Version 1.2.1, 20 November 2021
When viewing a single appointment, a new Edit button has been added.
New: Google Maps Embed API in Appointment Overview; documentation supplied.
Added: Turkish is the new language at 99% translated.
Updated: Module PHP 8 Compatibility
Updated: Google API.
Updated: The German language has been translated 99%.
Updated: Item Documentation</li>
Minor Fix: The calendar was occasionally collecting inaccurate or empty data from the database.
Various: code enhancements, optimizations
Version 1.2.0, 07/04/2021.
Admins and responsible parties may now access all appointments in the calendar. Additionally, the appointment overview now includes customer information (company name and link).
Improved: Compatible with Office, Light, and Dark themes.
Updated: The appointment link in the customer area now has a suitable menu icon.
Updated: Compatibility with Perfex CRM’s newest version, 2.8.4
Fixed: Fixed a bug with module updates where certain columns were not added to the database. Bug with the hours button option in appointment settings.
Fixed: Minor problem with language characters due to the DOMDocument extension not converting to UTF-8 (Version 1.1.9, 09/05/2021).
New: Added new functionality, Recurring Appointments (also creates Google appointments).
New: Added a tool for creating internal meetings with staff members.
Added: A new feature for creating appointments straight from the leads view [see comment below].
Added: A new option to make appointments straight from the staff view [see notice below].
Added: A new feature for creating appointments straight from the contacts view [see notice below].
Added: Two new recurring email templates.
Updated: The French language is currently 99 percent translated.
Changed: Due to customer request, table filters may now be utilized individually.
Modified: By default, appointments are ordered in decreasing order, with the newest at the top.
Improved: In appointment summaries, labels may be clicked to instantly see the specified value.
Improved: Changed the default table filter to all.
Fixed: When an appointment is tagged as canceled or completed, it still sends reminders.
Fixed: Minor problem fix: only inactive contacts were listed in the menu.
Various: CSS/JS Stability Improvements
NOTE: Use the order buttons to create direct appointments for staff, leads, and contacts. DOMDocument(dom) extension must be loaded, and Perfex CRM version 2.8.0 or above. Version 1.1.8 introduces minor UI/UX styling changes. 08/02/2021
Added: A new link to access external forms straight from the sidebar menu.
New features include a top bar menu on the client side for scheduling appointments, as well as focus effects on the callback form.
Updated: Portuguese language.
Updated Google Calendar API documentation.
Fixed: The issue with the client’s busy dates was resolved. When the appointment was authorized, the table wasn’t always reloaded.
Fixed: Fixed a minor problem with the phone needed field on external forms. External form redirects on success are now visible after scheduling.
Various CSS/HTML enhancements
Version 1.1.7 (10/14/2020)
I added the option to open the customer straight from the appointment view.
I added the option to open a lead straight from the appointment view.
Updated: (Google Client Updated): The Google API has been updated to facilitate Google Meet (Hangouts Meet) creation when creating a new appointment.
Version 1.1.6, 09/24/2020
New: Fully updated and refactored the code for table functionality and appearance, making it more resemble Perfex CRM UI/UX.
Added: New language: Spanish
Added: Option to utilize several filters.
Added: Users may now update the status straight from the appointments table rather than via the status dropdown.
Updated: The French language has been updated and translated 99%.
Fixed: Sorting appointments and callbacks by date
Fixed: Date formats problem in Outlook API; now all date formats are supported.
Fixed: When a new external appointment is filed and the option to automatically approve the appointment is selected, the client will get an email message.
Removed: Due to improved module functionality, the delete option was removed from the appointment single view and is now shown in the table view.
Improvements: Various enhancements and fixes
Version 1.1.5, 06/18/2020.
New: Added Google Calendar Meet capability for customers and employees.
New: Option to send email to customer to request meeting via Google Meet You can submit a custom email message via modal.
New Outlook Calendar API Integration
New: Sync: Update, delete, and create Outlook appointments.
New features include an Outlook calendar connection in the appointments table and a separate notes tab for easy management of appointment notes and feedback requests.
New features include an action hook for custom SMS messages after appointment submission via an external form, a custom header for the callbacks form, auto-filling appointments from data, and redirecting clients to their area if logged in.
Added: Return to dashboard button for logged-in customers.
Added: New filter statuses. Upcoming and missed
The new language, Dutch, is entirely translated.
Update: The French language was 85% translated; now it is 100%.
Improved: The create modal is now broader for improved UX.
Fixed: Issue with client cancellation modal toggle.
Version 1.1.4, released on 03/22/2020, includes improvements to UI/UX.
New: Added Custom Fields support to the admin and appointments external form sections.
New: Added Email Tracking (is appointment email to client read or not read); applies to appointment authorized email.
New: Added feedback and remarks for completed appointments.
New: Added feedback custom statuses, min. 1–total 7 (translatable).
New features include email templates for appointment feedback, updating existing feedback, and requesting client feedback. Additionally, appointments can now be converted to leads, and tasks can be associated with projects, invoices, customers, estimates, contracts, tickets, expenses, leads, and proposals.
Fixed: Appointments->Settings makes a minor correction when no staff members are added.
Fixed a bug in updating internal appointments to Google Calendar attendees.
Fixed: Minor fix in when appointments are exported started by heading if established by administrator name was visible in list.
Improved: Fully refactored responsible person rights for appointments; currently, the responsible person has full control over appointments, with the exception of delete permissions, which will be required when they are added to permissions.
Version 1.1.3, 03/01/2020.
New: Callbacks functionality for Appointly.
New: callback email templates and live alerts.
New: Callbacks to assignees
New: Callbacks, Responsible Person
New: Callback notes
New: Appointments ReCAPTCHA
New: Added the ability to hide or enable appointments during busy times.
New: Added a new email template and functionality so that the responsible person receives an email when a new appointment is entered using the external form.
Fixed: Used a date time fix for selected date format time zones.
Version 1.1.2, 02/13/2020.
Fixed: small issue with language files.
Version 1.1.1, 02/13/2020.
New Google Calendar API Integration
New: Option to add appointments to personal Google Calendars (separate for each staff member) (Requires Google Authentication)
New: Options for updating or deleting appointments will be implemented immediately in your Google Calendar (requires Google Authentication).
New: Google Calendar busy dates are indicated with a yellowish tone.
New: Option to add your own booking hours (Admin)
A new option to deactivate weekends (Admin)
A new option to enable hour buffering (Admin).
New: Option to automatically approve external appointments (Admin)
New: Appointment kinds (if any) are now shown on the customers’ external form.
New feature: If an appointment is in my Google Calendar, it will be presented as an icon link in the dashboard (only for my own appointments, which need Google authentication).
New: Google busy dates and times are now synchronized from the Google Calendar API (requires Google authentication).
New: Added the ability to click SMS or email and call or send SMS in an appointment single view.
New: Added the possibility to click the customer address and access it individually in Google Maps in the appointment single view.
Improved: UI/UX
Changed: Reverted typeface back to Roboto.
Updated: French and Portuguese language to complete translation.
Fixed: Busy hours are not always shown. small bug.
Fixed: Reminders have a small issue.
Fixed: Appointment cancellation description not included in staff view after customer requested cancellation; corrected small error when client tries to cancel an appointment and there is no answer.
Version 1.1.0, 01/22/2020.
New: Added busy dates (booked hours) search to customers’ external form and calendar language.
New: Customers may schedule appointments if they are not signed in from the customer area (Admin can allow or disable this option).
New: Customers may schedule appointments while signed in from the customer area (Admin can activate or disable this feature).
New features include meeting notes with the Tiny MCE editor and the ability to submit photos.
New: Added the ability to specify the default table filter (per user).
New: Added a new option Appointments Summary may be enabled or deactivated (per user).
New: Added staff positions to the appointment external clients view.
added a new option. Send early appointment reminders by email and SMS (which may be reused depending on your requirements).
New: Appointment kinds (option for creating bespoke appointment kinds)
New: Appointment kinds will be visible in staff and customers’ calendars (own if not admin).
New: added new languages. German, French, Italian, and Portuguese Brazilian and Polish
Improved: Changed the date format for all appointments to the default date format for better and more consistent reading for all customers. The date format is Setup->Settings-> Localization
Improved: Added half-hours to current booking hours.
Fixed: Notifications are not always sent when establishing internal meetings.
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