🚀 Overview

Appointly is a Perfex CRM module designed to streamline appointment scheduling and management. It enables businesses, consultants, and service providers to efficiently schedule meetings, track appointments, and manage client interactions. Inspired by real-world workflow needs, Appointly enhances productivity, reduces scheduling conflicts, and integrates seamlessly into Perfex CRM.

✨ Key Features

• Appointment Scheduling: Create, edit, and cancel appointments easily.
• Client Management: View client profiles and appointment history.
• Notifications & Reminders: Automated email and SMS alerts for clients and staff.
• Calendar Integration: Sync appointments with Google Calendar and Perfex CRM calendar.
• Staff Management: Assign appointments to team members and track availability.
• Recurring Appointments: Set up daily, weekly, or monthly recurring meetings.
• Reporting & Analytics: Monitor appointments, cancellations, and client engagement.
• Responsive Design: Works seamlessly on desktops, tablets, and mobile devices.

⚙️ Technical Stack

• Backend: PHP 7.x / 8.x (Perfex CRM Module Architecture)
• Frontend: HTML5, CSS3, JavaScript, Bootstrap
• Database: MySQL / MariaDB (via Perfex CRM)
• Server Requirements: Apache/Nginx, PHP modules (cURL, JSON, OpenSSL), 2GB RAM minimum

🧩 Installation Guide

1. Upload the Appointly module files to the modules directory of your Perfex CRM installation.
2. Activate the module via the Perfex CRM admin panel.
3. Configure notification settings for emails and SMS.
4. Set staff availability and link client profiles for appointment tracking.
5. Test scheduling, reminders, and recurring appointment features.

📦 Deliverables

• Perfex CRM Appointly module source code
• Configuration files and sample setup
• Documentation & installation guide
• GPL license for free use, modification, and redistribution

📱 Supported Platforms

• Web Browsers: Chrome, Firefox, Edge, Safari (Perfex CRM Admin)
• Server: Linux or Windows with PHP & MySQL/MariaDB
• Mobile: Responsive for iOS & Android devices

🧠 Notes

License: GPL – Free to use, modify, and redistribute.

Customization Tips: Integrate with additional calendar services, add custom notifications, or extend reporting dashboards for advanced analytics.

SEO Assurance: Semantic HTML ensures search engines can index appointment module features efficiently.

👨‍💻 Original Developer Credit

Developed for Perfex CRM by Original Author / Marketplace.

🔒 Disclaimer

This module is distributed under the GPL license. Redistribution, modification, and commercial use are permitted under GPL terms. All rights remain with the original developer, and users should credit accordingly.