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Appointly Perfex CRM Appointments Download is the Best Appointment Booking System for Perfex CRM
Appointly Perfex CRM Appointments is a powerful and feature-rich appointment booking system designed exclusively for Perfex CRM.
It transforms how service-based businesses manage scheduling by offering a complete workflow. It handles everything from appointment booking and staff assignment to invoicing, reporting, and analytics.
Businesses searching for Appointly Perfex CRM Appointments download information or exploring if Appointly is available for free often land on Geotoko to understand its features, benefits, and real-world use cases before installation.
Appointly is not a standalone application. It works as a dedicated Perfex CRM module and deeply integrates with customers, leads, invoices, tasks, and calendars.
If you manage a healthcare clinic, consulting firm, beauty salon, or professional services company, Appointly helps eliminate manual scheduling, reduce no-shows, and improve client satisfaction through automation.
With support for Google Calendar, Outlook Calendar, SMS and email notifications, recurring appointments, timezone handling, and mobile-responsive booking forms, Appointly is widely considered the best appointment booking system for Perfex CRM.
Appointly allows you to create unlimited services with custom pricing, durations, buffer times, and color coding.
You can assign multiple providers to each service, define primary staff members, and control service visibility in public booking forms. This flexibility makes it ideal for businesses with complex scheduling needs.
The system includes a fully interactive calendar with Google and Outlook calendar synchronization, hover tooltips, conflict detection, and real-time updates. Appointly supports multi-timezone scheduling, automatically displaying appointments in the user’s local timezone—perfect for global teams and international clients.
One of Appointly’s strongest advantages is its direct conversion workflow. Completed appointments can be instantly converted into invoices, tasks, or leads, with all relevant client and service data pre-filled. This dramatically reduces administrative work and speeds up billing.
Appointly includes a comprehensive analytics dashboard with real-time statistics, revenue tracking, staff performance reports, service popularity insights, and exportable reports. These insights help businesses make data-driven decisions and accurately measure growth.
Clients can book appointments through external, embeddable booking forms with real-time availability, smart time slots, and automated confirmations. Email and SMS reminders significantly reduce no-shows, while customizable templates maintain brand consistency.
Users searching for Appointly Perfex CRM Appointments free or download details should note that Appointly is distributed as a Perfex CRM module.
Installation typically involves downloading the module files, uploading them to the /modules/ directory, activating the module from the Perfex CRM admin panel, and completing database migration.
Geotoko provides educational guidance and feature breakdowns to help users understand the setup before proceeding.
Yes, Appointly is regularly updated for compatibility with the latest Perfex CRM releases.
Yes, it supports daily, weekly, and monthly recurring appointments with automated email and SMS reminders.
Absolutely. It supports unlimited staff with individual schedules and permissions.
Yes, Appointly is ideal for small businesses as well as large enterprises. It scales easily from a single service provider to multi-staff and multi-location operations.
Yes, Appointly includes an external public booking form that clients can access online to book appointments based on real-time availability.
Yes, Appointly offers a client reschedule request system and a “book again” feature for cancelled or no-show appointments.
Yes, Appointly supports Google Meet integration, automatically generating meeting links for virtual appointments.
Yes, Appointly supports automated SMS notifications for appointment confirmations, reminders, updates, and cancellations, depending on your SMS gateway configuration.
Yes, you can create custom appointment statuses to match your business workflow beyond the default pending, in-progress, completed, cancelled, and no-show states.
Yes, Appointly includes an optional appointment approval system, giving staff control over confirming external booking requests.
Yes, administrators can configure holidays, weekends, and recurring blocked days to prevent bookings during non-working periods.
Yes, Appointly is fully mobile-responsive and optimized for smartphones, tablets, and touch-based devices.
Yes, every appointment is logged and visible inside customer and lead profiles within Perfex CRM, providing a complete appointment timeline.
Yes, Appointly allows direct conversion of appointments into leads, tasks, or invoices with pre-filled data for faster processing.
Yes, Appointly includes built-in translations for more than 14 languages, making it suitable for international businesses.
Yes, Appointly is fully compatible with PHP 8.2+ and follows modern PHP standards.
Yes, with multi-timezone support and calendar synchronization, Appointly is perfect for remote teams working across different regions.
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