Appointly Perfex CRM Appointments

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Product Description

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.

Powerful Features of Appointly Perfex CRM Appointments Download

Advanced Appointment & Service Management

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.

Smart Calendar & Timezone Synchronization

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.

Direct Appointment Conversion System

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.

Analytics, Reports & Business Intelligence

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.

Client Booking Experience & Automation

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.

Use Cases of Appointly Perfex CRM Appointments

  1. Healthcare clinics managing patient appointments
  2. Beauty salons and wellness centers handling multiple staff schedules
  3. Consulting firms booking client meetings and follow-ups
  4. Fitness trainers, coaches, and tutors offering recurring sessions
  5. Real estate agents scheduling property viewings
  6. Any service-based business using Perfex CRM

Appointly Perfex CRM Appointments Download & Installation Overview

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.

Appointly Perfex CRM Appointments Download – FAQs

Does it work with the latest version of Perfex CRM?

Yes, Appointly is regularly updated for compatibility with the latest Perfex CRM releases.

Does Appointly support recurring appointments and reminders?

Yes, it supports daily, weekly, and monthly recurring appointments with automated email and SMS reminders.

Can Appointly manage multiple staff members?

Absolutely. It supports unlimited staff with individual schedules and permissions.

Is Appointly Perfex CRM Appointments suitable for small businesses?

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.

Does Appointly support online appointment booking for clients?

Yes, Appointly includes an external public booking form that clients can access online to book appointments based on real-time availability.

Can clients reschedule or rebook appointments themselves?

Yes, Appointly offers a client reschedule request system and a “book again” feature for cancelled or no-show appointments.

Does Appointly integrate with Google Meet or virtual meetings?

Yes, Appointly supports Google Meet integration, automatically generating meeting links for virtual appointments.

Are SMS notifications included in Appointly?

Yes, Appointly supports automated SMS notifications for appointment confirmations, reminders, updates, and cancellations, depending on your SMS gateway configuration.

Can I customize appointment statuses in Appointly?

Yes, you can create custom appointment statuses to match your business workflow beyond the default pending, in-progress, completed, cancelled, and no-show states.

Does Appointly allow appointment approval before confirmation?

Yes, Appointly includes an optional appointment approval system, giving staff control over confirming external booking requests.

Can Appointly handle company holidays and blocked days?

Yes, administrators can configure holidays, weekends, and recurring blocked days to prevent bookings during non-working periods.

Is Appointly mobile-friendly?

Yes, Appointly is fully mobile-responsive and optimized for smartphones, tablets, and touch-based devices.

Does Appointly store appointment history for customers and leads?

Yes, every appointment is logged and visible inside customer and lead profiles within Perfex CRM, providing a complete appointment timeline.

Can appointments be converted into sales leads or invoices?

Yes, Appointly allows direct conversion of appointments into leads, tasks, or invoices with pre-filled data for faster processing.

Does Appointly support multiple languages?

Yes, Appointly includes built-in translations for more than 14 languages, making it suitable for international businesses.

Is Appointly compatible with PHP 8.2 and newer versions?

Yes, Appointly is fully compatible with PHP 8.2+ and follows modern PHP standards.

Can Appointly be used by distributed or remote teams?

Yes, with multi-timezone support and calendar synchronization, Appointly is perfect for remote teams working across different regions.

Changelog Highlights for Appointly Perfex CRM Appointments

  • New Features: Enhanced analytics dashboard and improved appointment-to-invoice conversion
  • Improvements: Better timezone handling and optimized calendar performance
  • Bug Fixes: Resolved scheduling conflicts and notification delays
  • Compatibility: Updated for PHP 8.2+ and the latest Perfex CRM versions

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