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Discussion on Appointly - Perfex CRM Appointments

Discussion on Appointly - Perfex CRM Appointments

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562 comments found.

Hi how are you, I would like to know if you received an email that I sent, with a small request for improvement that I believe will serve everyone and I will pay for this customization. I got no answer, can you check the email? please

Hello

Replied to email.

Regards

I understand, would you have a good developer to do this small customization?

Replied to email.

Hello, Is Arabic /RTL supported?

Hello

Yes it is supported.

Regards

Hello how can add one of my custom field to the appointment form?

Hello

It is the same procedure just in the dropdown select Appointments.

If you have more questions please contact us via Envato support section.

Regards

Is it possible to add form builder for the module ?

Hello

Sorry currently this is not possible .

If you have more questions please contact us via Envato support section.

Regards

Hello

This can happen from various reasons. The best is to contact us via Envato support section we will help you.

Regards

Hi there!

Pre-sales questions:

1st) Perfex doesn’t have any agenda or booking by default, right?

2nd) Is it possible to load a item to be booked? For example, we have the service for changing a tire, we would like to load this service (item) and connect in the appointment/e-mails/etc.

Hello

Sorry for the late reply.

1. Yes

2. Sorry this is not available perhaps in future updates we can think about implementing this feature.

Regards

Hello,

Thanks, I appreciate, the connection between service/item and appointment would be great.

New questions:

1) can I create appointments inside of customer page? We would just click in make an appointment and customer field would popup with its name.

2) Can I see all past appointment of that customer when seeing the customer page?

Thanks,

Hello

1. Yes you can create appointment directly from the customers page, hover over the options in the table to create an appointment instantly.

2. Currently no.

Regards

Hi, quick technical question regarding configuration, I have looked up on the screenshots provided

- I see that the admin can create appointments for external lead, my question is, how to make sure the lead email template language is taken into consideration when confirmation or upadate is sent via email? I have not seen on appointment creation of external lead or even for the internal registered lead that the language is assigned, so when lead will receive an email, it will be with default language only? Please clarify this part. Thank you

Hello

Sorry for the late reply.

Language templates are taken into consideration for example if you are using German language the German email template you created will be used.

Regards

This module seems to have a major bug. For example, when we make an appointment with a single customer, it is displayed to all customers in the Customer Portals calendar. See here: https://perfexcrm.com/demo/clients/calendar

Of course, the entry should only be displayed for the customer with whom the appointment was made. Can you fix this asap?

Hello

This is not a bug. I am assuming you are opening login as client in new tab in the same browser, which you logged in as admin are sharing the same browse session.

Please login as client in incognito mode or another browser.

If you have more questions please contact us via Envato support section.

Regards

Is it possible to set up a weekly block of appointments that other people can reserve on?

Hello

Yes but you will need a developer for this usage and edit the code per your needs.

Hope you understand.

Regards

Would be really great if you will add in future a Conversational form. I think many would appreciate it.

Hello

Thank you for the suggestions.

Regards

Hi, in a new version, when admin add appoointment/event it does not recorded (but it records to google calender only) and therefore, does not show in a table. (using mariadb/nginx/ubuntu) please help.

Hello

Please contact us via Envato support section we will take a look.

Regards

Disable appointment weekends is not functioning even this is disable client can still get appointment on weekends

Hello

Please contact us via Envato support section and provide more details we will be glad to help you out.

Regards

Hello,

Is it possible to request multiple dates, like on Doodle.com? And has several people.

Hello

Sorry for the late reply.

Please explain more briefly so we know what exactly are you trying to say.

The best will be to contact us via Envato support section.

Regards

Hello Hello! I want to buy your module, but I don´t know if it is what I need, I want to make something like Bokun, where my employees can “buy an apointment” Like this: https://sinpostaltours.mx/eja.jpg https://sinpostaltours.mx/eja.jpg Did you have sth like this? Like a shop like this?

I mean sth like this, sorry I had a miss click error: https://sinpostaltours.mx/ejo.png , https://sinpostaltours.mx/eja.jpg

Hello

Currently this is module for booking appointments, you will need some customization to achieve this after purchasing.

Contact us via Envato support section and provide more details after purchase.

Regards

I asking if the form is also responsitive, and can I put on my respositive wp site will work fine in every device!

Hello

Yes the form is fully responsive.

Regards

Hello, after setting up Azure for Outlook Connection i click on “integration” and then “Login to Outlook” the login Popup appears for 2 seconds labeld with “try to login” and then it disappears .. checked everything … settings are fine .. any fast idea what could be wrong? Kind regards

Hello

Please contact me via Envato support section i will take a look.

Make sure that you dont have any adblocker and your credentials are correct.

Regards

Hi again, as mentioned i send you a support ticket … Thanks!

Follow up message sent :-)

Do you have Loan/Installment Module for Perfex CRM?

Hello

Sorry no.

Regards

g10

g10 Purchased

Hi, When will be the next update with new features? Thanks.

Hello

Currently there is no ETA.

If you have more questions please contact us via Envato support section.

Regards

i sent you a support request please respond

Replied to email.

All of my clients can see ALL appointments on the calendar – how can this be removed?!

Hello

This happens when you are logged in on the CRM as admin and you click “view as client”. This is because of the the session is shared on the same browser.

Try logging in as client in incognito all works good client sees only his own appointments in the calendar.

Regards

Hello developer: 3 major problems I am facing: 1. Couldn’t edit the appointment and change setting, date, etc. Once the appointment is saved, no changes can be made. 2. Cannot set up an appointment of the required duration. It only accepts whatever slots exist. Need to be able to pick up start and end times. Start and end times should be available for Admin, or multiple slots to be able to pick up by the client to fix the duration. 3. Doesn’t show future appointments other than today’s appointment (in my case) It keeps showing busy which I click on Total appointments. I purchased it before 6 months but just started to use it now. 3 vertical bars keep highlighting. 4. I haven’t connected with my Google account, so need to test that one too. FYI: I have installed the latest version, uninstalled the previous one, and reinstalled the new one. nothing changed.

Hello

Items are available as mentioned for all users except you, perhaps something is wrong on your side where the application is installed, can happen due to server issue, JS issue and deprecated functions, you you need help please contact us via Envato support section.

Please consider renewing your support before asking more questions. This area is reserved only for pre purchase questions.

Thank you for understanding.

Regards

Problems: Asking questions again before I rate you: Do you have this functionality in your application? 1. Couldn’t edit the appointment and change setting, date, etc. Once the appointment is saved, no changes can be made. (Do you have this functionality to edit)? 2. Cannot set up an appointment of the required duration. It only accepts whatever slots exist. Need to be able to pick up start and end times. Start and end times should be available for Admin, or multiple slots to be able to pick up by the client to fix the duration. Do you have this functionality in the module? I have another appointment scheduling application. I am just testing yours. Need a proper answer. I have sent you an email to confirm the functionality, but no answer is given. It’s very rude to write: “Items are available as mentioned for all users except you”.

Hello

I meant except you because you probably have some errors on your side, which i will need to take a look, also responded to your email you wrote.

Please open support ticket via Envato support section so we can help you.

Regards

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