Appointment Module for Perfex CRM

Appointment Module for Perfex CRM

The Appointment Manager is a module for Perfex CRM designed to simplify 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 greater reliability. Integration document with Google Calendar available in zip file.

Features: Dashboard Management Schedule appointments Synchronization with Google Calendar (Perfex to Google only) — New View appointments on the calendar Staff availability by location on the calendar Unavailability due to holidays on the calendar Different calendar layouts Staff can generate embedded code for appointment scheduling Staff can share a public URL for anyone to schedule an appointment Staff can create a project directly from the appointment for related clients by clicking the 'Create Opportunity' button on the appointment summary page Edit appointments Appointment reports Change time format from 24 to 12 and vice versa Time selector disabled based on staff unavailability Dynamic status creation Staff can provide their availability and unavailability dates Works for multiple services Import appointments on any dates Notifications for each appointment More than 7 email templates that you can customize for each event Room availability for each location Custom fields available on the public form — New Tables and filters Appointment Summary Reports with filter Email Templates Appointment Reminder (Reminder sent to staff) Next Appointment (Next status changed for the client) Appointment Approved (Approved status changed for the client) Appointment Missed (Missed status changed for the client) Appointment Canceled (Canceled status changed for the client) Appointment Reminder (Reminder sent to the client) Appointment Scheduled (Notification sent to the client) Appointment Scheduled (Notification sent to staff) Appointment Scheduled and awaiting approval (Approval Notification sent to the client) Appointment Scheduled and awaiting approval (Approval Notification sent to staff) Other appointment status (Other Status Notification sent to the client) — New

Multilingual Support: Support for multiple languages for ease of use and global acceptance.

Appointment Statuses Approved Canceled Missed Next Awaiting approval

Permissions: Staff can access the Appointment module if they have permissions from the Administrator or Staff, to maintain security and authentication.