Download free Appointment Module for Perfex CRM
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
