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Appointly - Perfex CRM Appointments v1.4.0
New Features:
- Built-in REST API (appointments, services, availability) with admin hub: Documentation, Settings, API Keys, Logs, and Test console
- API permissions under Appointments staff role: View (API), Create (API), Edit (API), Delete (API)
- API key management with optional per-key permission restrictions
- Webhook queue for API events (created, updated, deleted, cancelled, status changed) with configurable SSL verification
- API rate limiting and CORS origin settings
- Staff with View (API) can use the API menu, documentation, logs, test console, and manage their own keys (global API settings require Edit (API) or administrator)
- View Global (All Appointments) permission for non-admin staff to see the full company schedule
- Convert to Customer: convert external/guest appointments into Perfex customer records from the appointment view
- Lead appointments: View Lead and Convert to Customer with direct lead profile link
- Converted to Customer badge and database tracking (converted_to_customer column)
- Appointment file attachments: Files tab with drag and drop upload, download, delete, and client visibility toggle
- Client portal file viewing and upload for internal appointments
- Staff notifications when clients upload files to appointments
- Guest count field: track number of attendees per appointment (optional, enabled in settings)
- Romanian language pack updated for v1.4.0 features
Bug Fixes:
- Fixed external booking form date selection and timezone-related incorrect dates
- Fixed success page showing booking date off by 1 day
- Fixed subject validation on create, update, and external booking
- Fixed missing variable in appointment status update process
- Fixed missing staff notifications when logged-in clients book appointments
- Fixed status change notifications not appearing from status dropdown
- Fixed client confirmation and provider notification email sending
- Fixed feedback email sending
- Fixed organizer column broken links for client-initiated bookings
- Fixed lead contact links and lead conversion button visibility
- Fixed description HTML display in client appointments table and modal
- Fixed empty space validation on customer conversion form
- Fixed logged-in client booking flow
- Removed private staff notes from client appointment modal
Improvements:
- Redesigned client appointment modal with modern grid layout
- Improved client dashboard statistics cards
- External booking form language dropdown setting (Yes/No)
- Enhanced contact and organizer display with profile links
- Notifications now include customer account managers for client bookings
- Invoice and Google Calendar button styling improvements
- Secure file uploads using Perfex allowed file types and per-appointment folders
