Appointly – Perfex CRM Appointments

Description

Appointly – Perfex CRM Appointments

Appointly – Perfex CRM Appointments is a powerful add-on for Perfex CRM that enables businesses to streamline their appointment scheduling process directly within the CRM environment. Ideal for service providers, consultants, agencies, and sales teams, Appointly helps you manage bookings, assign staff, automate reminders, and improve customer experiences without needing third-party tools. Distributed by wpshop.net under the GPL license with lifetime free updates and limited email support.

Feature Highlights

• 📅 Integrated Appointment Scheduling: Seamlessly book and manage appointments within Perfex CRM.
• 👥 Staff Assignment: Automatically assign appointments to available team members or departments.
• 📧 Email & SMS Notifications: Send automated reminders to clients and staff to reduce no-shows.
• 🗂️ Calendar View & Filters: Visualize all bookings in a user-friendly calendar interface with custom filters.
• 🌐 Public Booking Form: Allow customers to self-schedule appointments via a public booking page.
• 💬 Two-Way Communication: Keep clients informed about booking confirmations and changes instantly.
• 📊 Reports & Analytics: Track appointment stats, staff performance, and conversion rates.
• 🌍 Multi-Language Support: Serve clients globally with full translation capabilities.

Detailed Overview

Appointly enhances Perfex CRM by embedding a complete appointment booking system right into your existing workflow. Businesses can centralize their lead generation, sales pipeline, and customer appointments under one roof without juggling external apps.

The public booking form allows customers to schedule services online, while the automated email/SMS reminders keep both staff and clients updated to reduce missed appointments. Managers can monitor appointments in real-time calendar views and generate insightful reports to optimize resource allocation.

Comparison Table

Feature	Appointly for Perfex CRM	Third-Party Scheduling Tools
Seamless Perfex CRM Integration	✅ Native integration	❌ Requires external sync or APIs
Staff Assignment & Internal Coordination	✅ Built-in staff management	❌ Limited or manual linking
Automated Notifications	✅ Email & SMS reminders included	❌ Often requires paid add-ons
Public Booking Form	✅ Ready to use	❌ Usually needs customization
Reports & Analytics	✅ Centralized within Perfex CRM	❌ Often requires exporting data
GPL License & Lifetime Updates	✅ Included via wpshop.net	❌ Subscription or limited support

Installation Guide

1. Download the Appointly – Perfex CRM Appointments module from wpshop.net.
2. Log in to your Perfex CRM admin panel.
3. Go to Setup → Modules and click Upload Module.
4. Upload the downloaded Appointly ZIP file and wait for the installation to complete.
5. Activate the module and configure staff, services, and notification settings.
6. Integrate the public booking form on your website or share the booking link with clients.

Licensing Information

Appointly is distributed under the GPL license, granting unlimited installations and full customization rights. Buying from wpshop.net ensures lifetime free updates and limited email support. We are an independent GPL distributor and not affiliated with the original developer, complying fully with GPL guidelines.

FAQs

Q1: Can clients book appointments directly from my website?

Yes. Appointly provides a customizable public booking form you can embed or share with clients.

Q2: Does Appointly support automated reminders?

Absolutely. The module sends email and SMS notifications to reduce missed appointments.

Q3: Is it possible to assign different staff for different services?

Yes. You can configure staff availability and assign them to specific services or departments.

Q4: Can I view appointments in a calendar layout?

Yes. Appointly includes a full calendar view to track and manage all scheduled bookings at a glance.

Q5: Will I receive future updates for free?

Yes. All purchases from wpshop.net include lifetime free updates under GPL compliance.

Why Choose Appointly – Perfex CRM Appointments?

Appointly offers a complete appointment scheduling system built right into Perfex CRM, eliminating the need for separate tools. It helps your team stay organized, improves customer satisfaction, and reduces missed opportunities with automated reminders, calendar views, staff assignments, and public booking forms.

Optimize Your Appointment Scheduling Today!

Upgrade your Perfex CRM with Appointly – Perfex CRM Appointments. Download now to enjoy lifetime GPL updates and streamline your appointment booking process with ease.