Appointly - Perfex CRM Appointments

tunisiadevz

New member
Feb 6, 2020
23
10
3
appointly.jpg

APPOINTLY FITS PERFECTLY FOR ANY TYPE OF APPOINTMENT WITH ABILITY TO INTEGRATE A FORM ON YOU WEBSITE .
Appointly is a module for Perfex CRM that you can schedule appointments to your CRM and schedule also from external forms on multiple websites and manage your Appointments with ease, the module is designed for fast creating appointments to ease your communication with your contacts and also you can include staff as attendees, subject, description, date and time and many other features.

Appointly offers users to add request appointment form to any of your websites and clients can directly ask for an appointment.Appointments can be created with a specific start time and location with option to include Internal, External Contact or Lead and also include staff as attendees. The module is flexible with simple nice looking design and easy to use. Offers options as External Form can be embed(added) to any website, Internal, Internal Contact, External Contact, Lead, Email and SMS Notifications, Name, Email, Location, Approve Appointment, Cancel Appointment (Reason), Confirm as Finished and many more other features to come.

Appoinly also includes extra option Callbacks that is new feature in Appointly where external clients or internal can request a callback from your company, because not all clients are located in the same country as we work in.

Callbacks can be managed from admins or responsible person for callbacks callbacks assignee’s can be assigned to manage an individual callbacks and take notes. This option can be enabled / disabled per your needs. Custom Fields, Email Tracking, and Feedback’s are also available for Appointment from version 1.1.4 which also support live notification and email templates.

Download: https://mega.nz/file/DJAAUCIY#YH4b1FptWfCt2n2OaMAuH6UJMUBt1gLEb0nIwbpRxBw
 

Nabeel

Active member
Jul 1, 2019
759
155
43
Malakwal
www.sellbuy.pk
Is this script has client or students dashboard to manage his appointments ,like upcoming appointment, completed assignment profile etc , and dashboard for instructors or trainee so that trainee can manage his assignments with students,?
 

tunisiadevz

New member
Feb 6, 2020
23
10
3
Is this script has client or students dashboard to manage his appointments ,like upcoming appointment, completed assignment profile etc , and dashboard for instructors or trainee so that trainee can manage his assignments with students,?
Hi Nabeel, this is an addon linked to Perfex crm:
Here the demo link for the addon:
Great day
 

Nabeel

Active member
Jul 1, 2019
759
155
43
Malakwal
www.sellbuy.pk
Yes, Nabeel you have to install Perfex CRM as Appointly is a module that can be added via the module menu. See pic included. Appointly Module.png
ok thank you dear, now I got it , basically I was looking a booking system where client or customer can book appointment for services , but clients has complete dashboard to manage their profile and availed services and pending services with payment paid and dues , I mean client should have access to view their transaction etc,
 

shaunp

New member
Apr 6, 2020
24
7
3
Worldwide
ok thank you dear, now I got it , basically I was looking a booking system where client or customer can book appointment for services , but clients has complete dashboard to manage their profile and availed services and pending services with payment paid and dues , I mean client should have access to view their transaction etc,
Ok you may want to use "Bookly Pro" because that plugin will allow your customers to load profiles and make payments. Also, this plugin has many add ons available for all of your needs. Bookly Pro. Good luck.
 

Nabeel

Active member
Jul 1, 2019
759
155
43
Malakwal
www.sellbuy.pk
I am already using latepoint for this purpose and its good, but the main problem with such plugins are the same that I mentioned , they do not keep record of transaction in customer or client dashboard that what and how much customer paid for service and how much remaining and dues
 

shaunp

New member
Apr 6, 2020
24
7
3
Worldwide
I am already using latepoint for this purpose and its good, but the main problem with such plugins are the same that I mentioned , they do not keep record of transaction in customer or client dashboard that what and how much customer paid for service and how much remaining and dues
I fully understand your need, so you need the application to keep a statement of the customers' transactions. I hope you find something and come right soon.
 
  • Like
Reactions: Nabeel

Nabeel

Active member
Jul 1, 2019
759
155
43
Malakwal
www.sellbuy.pk
I fully understand your need, so you need the application to keep a statement of the customers' transactions. I hope you find something and come right soon.
Yes you are right, I need such application that has customer dashboard with customer transactions records and payment pending dues and paid with profile with service availed and yet to be avail
 

Askana

New member
Mar 11, 2021
0
0
0
appointly.jpg

APPOINTLY FITS PERFECTLY FOR ANY TYPE OF APPOINTMENT WITH ABILITY TO INTEGRATE A FORM ON YOU WEBSITE .
Appointly is a module for Perfex CRM that you can schedule appointments to your CRM and schedule also from external forms on multiple websites and manage your Appointments with ease, the module is designed for fast creating appointments to ease your communication with your contacts and also you can include staff as attendees, subject, description, date and time and many other features.

Appointly offers users to add request appointment form to any of your websites and clients can directly ask for an appointment.Appointments can be created with a specific start time and location with option to include Internal, External Contact or Lead and also include staff as attendees. The module is flexible with simple nice looking design and easy to use. Offers options as External Form can be embed(added) to any website, Internal, Internal Contact, External Contact, Lead, Email and SMS Notifications, Name, Email, Location, Approve Appointment, Cancel Appointment (Reason), Confirm as Finished and many more other features to come.

Appoinly also includes extra option Callbacks that is new feature in Appointly where external clients or internal can request a callback from your company, because not all clients are located in the same country as we work in.

Callbacks can be managed from admins or responsible person for callbacks callbacks assignee’s can be assigned to manage an individual callbacks and take notes. This option can be enabled / disabled per your needs. Custom Fields, Email Tracking, and Feedback’s are also available for Appointment from version 1.1.4 which also support live notification and email templates.

Download: https://mega.nz/file/DJAAUCIY#YH4b1FptWfCt2n2OaMAuH6UJMUBt1gLEb0nIwbpRxBw
Is it possible to update to new version ?

Version 1.1.9 09/05/2021
 

About us

  • Our community has been around for many years and pride ourselves on offering unbiased, critical discussion among people of all different backgrounds. We are working every day to make sure our community is one of the best.

Quick Navigation

User Menu