Appointly – Perfex CRM Appointments

Description

Appointly is a powerful add-on for Perfex CRM that enhances its capabilities with advanced appointment management features. With Appointly, businesses can efficiently schedule appointments, manage bookings, and streamline their appointment-based operations, providing a seamless experience for both clients and staff.

List of Features:

1. Appointment Scheduling
2. Client Booking Portal
3. Staff Availability Management
4. Custom Appointment Types
5. Time Slot Selection
6. Calendar View for Appointments
7. Appointment Reminders and Notifications
8. Client Information Management
9. Staff Scheduling and Allocation
10. Recurring Appointments
11. Multi-Location Support
12. Appointment Confirmation and Cancellation
13. Client Self-Service Rescheduling
14. Staff Time Off Management
15. Time Zone Conversion for Appointments
16. Customizable Booking Forms
17. Automated Email Notifications
18. Staff Workload Visualization
19. Client Attendance Tracking
20. Client Booking History
21. Appointment Status Tracking
22. Staff Availability Alerts
23. Resource Management for Appointments
24. Appointment Notes and Comments
25. Client Communication History
26. Staff Performance Reports
27. Real-Time Scheduling Updates
28. Appointment Rescheduling Approval Workflow
29. Customizable Availability Hours
30. Staff Skillset Tagging
31. Waiting List for Fully Booked Time Slots
32. Appointly Integration with Perfex CRM
33. Appointment Invoice Generation
34. Customizable Booking Terms and Policies
35. Appointment Priority Levels
36. Staff Notification Preferences
37. Appointment Feedback Collection
38. Integration with Payment Gateways
39. Multi-Language Support
40. Mobile App for Appointment Management
41. Staff Leave and Absence Tracking
42. Appointment Source Tracking (Online, Phone, etc.)
43. Time-Based Appointment Slot Limits
44. Customizable Client Categories
45. SMS Appointment Reminders
46. Staff Commission Calculation for Appointments
47. Multi-Service Booking in a Single Appointment
48. Appointment Time Buffer Configuration
49. Customizable Email Templates
50. Real-Time Appointment Conflict Detection
51. Staff and Client Profile Integration with Perfex CRM
52. Multi-Calendar View
53. Appointment Availability Restrictions
54. Customizable Reporting and Analytics
55. Staff Skills and Qualifications Management
56. Customizable Booking Confirmation Messages
57. Group Bookings and Events Management
58. Staff Role-Based Access Control
59. Client Profile Data Security
60. Performance Metrics for Appointments