Code

Discussion on Appointly - Perfex CRM Appointments

Discussion on Appointly - Perfex CRM Appointments

By
Cart 1,444 sales
Recently Updated

i-Dev supports this item

Supported

This author's response time can be up to 2 business days.

562 comments found.

Where can I download the latest version? Mine from codecanyon has many issues.

hey man, you mentioned in a comment 4 years ago that you will add the customers/leads name in the appointment overview.. I see this still hasn’t happened. Also when going into a customers profile or lead it is nowhere visible to which appointments the leads or customers attended to. That is really the most basic and most important feature within a crm when you use a booking solution. being able to see past appointments for a specific customer is a K.O criteria to have a fully logical booking solution. Are there any updates (after 4 years of you mentioning it) when there will be some kind of per customer/lead overview of appointments ?

Hello

Thanks for your feedback and for sticking around — I really appreciate it.

You’re absolutely right — customer or lead names are still not shown in the appointment overview table, and there’s currently no way to view a list of their past appointments directly from the customer or lead profile.

Regarding the overview table: I’ve avoided adding customer names there so far because the table can already stretch very wide — especially with long service names, providers, and date/time columns. However, I’ll try to include it in the next version if it can be implemented cleanly without breaking the layout. If not, it will be bundled into a bigger interface update in the following version.

As for showing past appointments inside a customer or lead profile — that’s something I’ve already added to the feature backlog, but it will not be in the next update. I’ll first need to confirm with the Perfex CRM authors whether there are proper hooks available in those profile pages. If yes, I’ll integrate it right after.

I’m actively working on a major UI/UX overhaul of Appointly: removing modals entirely, introducing larger and clearer appointment views, company-wide scheduling logic, daily staff availability, and more. The goal is to bring the module up to modern standards and provide a smoother user experience.

Thanks again for helping shape the future of Appointly — stay tuned!

Regards

Actually your direct competitor Appointments module for Perfex CRM has this already implemented a long time ago. With his solution you have an extra tab inside the customers profile where you can see past appointments.

This is a direct copy of Appointly module just refactored and added few more features and made the code differentiate from the original, it is reported already to the necessary department also developer is contacted for immediate takedown.

Please if you have more questions or suggestions contact us via Envato support section.

Regards

Hello,

After the latest update of the appointments module, the button that allowed creating an appointment directly from the lead profile has disappeared.

This functionality was originally included in the system and was very useful for scheduling appointments without leaving the lead’s workflow. Currently, when reviewing a lead’s profile, it is no longer possible to access the appointment module directly from there.

Could you please let us know if this functionality will be reinstated or if there is any recommended method to restore it?

Hello

Yes that was removed because there were a lot of bugs when services were included so we had to do a fresh cleanup.

I plan to re-add in the upcoming versions

Please if you have more questions contact us via Envato support area. This area here is reserved only for pre-purchase questions.

Hope you understand

Regards

the update is good but there are some problems:

- the version downloadable from codecanyon is 1.2.5 and not 1.2.6 - the contact form has some problems. If you change the services, the price, the title or the description, the form goes crazy and shows the same price for all the services.

Another serious problem is related to the date and time selector. The date is selected without problems but the time is not. In fact, the date is not shown in the selector and in the backoffice the appointment request always appears at 00.00

Furthermore, if the user selects a service in the form, when he sends the request, no selected service and no member of the team in charge will appear in the backoffice of the CRM

I would also like to understand one thing: the commitments already occupied on Google Calendar are not blocked in Appointly and the slots to book appointments are free. Is this normal?

Please, try to fix these situations and everything will be perfect. I will also be very happy to leave a great review finally

Hello

Thank you for your feedback.

All of this is fixed in 1.2.7 I will deploy later today.

Regards

I postponed the update for tomorrow i finished the update but did not have time to test on real server.

Stay tuned and thank you for your patience.

hi, we installed the module, Since the current Outlook has been re-editioned, do you have the latest documents available?

Hello

Documentation is fully updated but the images screenshots for guidance how to is not, thank you for the reminder.

Will update in next upcoming versions.

Please if you have more questions contact us via Envato support area. This area here is reserved only for pre-purchase questions.

Hope you understand

Regards

Hello, good morning. Is it possible for each user to sync their Gmail account, Outlook, or the calendar linked to an SMTP server independently, or is this synchronization general for all users?

Currently, my corporate email and SMTP are self-hosted on our server and managed with Plesk and the Outlook desktop application. However, managing the calendar has been a real challenge. Is it possible to integrate the calendar with this service?

g10

g10 Purchased

I am unable to find Appointly – Version 1.2.6. Could you please guide me on where I can locate

g10

g10 Purchased

Provider missing in edit mode: https://prnt.sc/iYBbPFwdTt_X

g10

g10 Purchased

After updating latest fil,e the version is 1.2.5: https://prnt.sc/losocu47uhUX

Today I will release 1.2.7 with various hot fixes and improvements. I found some issues that needed attention.

Regards

With the new services – I haven’t had the new menu items but added them myself using polyutilities in order to then be able to access the new features

Is it possible to add questions related to the services that will pop up on the booking form for clients to fill in if they wish to book that type of appointment

Also it would be useful in order to have access to appointments and appointly services via the api and webhook – including the ability to add bookings made by external contacts to be added to the google calendar of the assigned person when accepted – at the moment I am having to do this as a manual run around and hope nothing is clashing with our other ways clients can book appointments – having the api and webhook will allow for better automations

the ability to distinguish between in person and online meetings and having different fields for the form based on that – this level of customisation to the booking form – or ability to have a separate booking form for each service please

Where do I select and configure the available time for services? For me is only showing night time/afternoon (PM)

Hello

If you have questions or issue please open support ticket via Envato, this area is reserved for pre-purchase questions.

Regards

When creating a service you have options to enable disable days and use AM to PM all times.

Hello,

Thank you for your update!

I would like to request the ability to assign multiple members in the “Assigned to Provider/Staff” field when creating a service.

Additionally, I would appreciate it if the Address field could be automatically filled with the client/prospect’s address when creating a new appointment.

Thank you in advance for considering these improvements.

Best regards

Hello

“I would like to request the ability to assign multiple members in the “Assigned to Provider/Staff” field when creating a service.”

I wanted to add this but since Appointly customers needed urgently and update currently to be compatible with Perfex CRM latest updates works with one provider. I agree with you 100% but i did not added this because it would taken 1 more week or so.

I have this planned for the next update while i also get more customers feedbacks for improvements and new features that i can implement for a better user experience.

“Additionally, I would appreciate it if the Address field could be automatically filled with the client/prospect’s address when creating a new appointment.”

I agree added this to next version todo list.

Regards

Thank you

I have one last question. Is it possible for staff members to have their own individual time slots, in addition to the service time slots?

I noticed that for appointments, the provider is automatically assigned a time slot from 9 AM to 5 PM, and I was wondering if this could be customized on a per-staff basis.

Thank you for your help!

Best regards

How do I edit services or create new ones? There is no such option in the menu.

I’m still available—feel free to contact me via email so we can coordinate a remote session using AnyDesk or TeamViewer. In the meantime, please connect to your host, as we’ll need access to the server files.

I’d like to inspect the setup directly. Let me know if you’d prefer to wait and join the session, or if you’re unavailable, simply provide the cPanel or server credentials so I can investigate the issue. It’s possible that a low upload_max_filesize (e.g., 2MB) or another backend error is preventing proper execution.

The panel is from Hostinger, can I transfer the FTP?

Hello

Yes but I recommend you to wait a bit, today I will deploy 1.2.7 version with important and critical fixes and some new improvements for Emails and SMS including new email templates for when appointment is updated, all will be mentioned in the change-log.

Anyhow yes you can do this via FTP by removing the Appointly folder from modules and add the new folder from appointly.zip

Hope this helps.

Regards

Hello. Is it possible to use API or webhooks?

Hello

Currently not, what do you have in mind?

Please contact via email.

Regards

Hi, After update, where i create the services?

Hello

If you have questions or issue please open support ticket via Envato, this area is reserved for pre-purchase questions.

If you take a look in the left sidebar menu there is new menu item Services.

Regards

appointment_could_not_be_created. Failed to load resource: the server responded with a status of 500 () VM427:432 AJAX error: error @ VM427:432

Hello

If you have issue please open support ticket and provide debug informations, this area is reserved for pre-purchase questions.

This can happen from various reasons PHP version, other modules, diff servers etc.

I have personally tested the module on Server and its working perfectly fine.

Regards

Hi, if you need 2–3 more days to complete the updates, I’m willing to wait. However, I’ve noticed that the promised updates have been pending for the past year.

Hi, as you mentioned, a new update will be released today or tomorrow. Should I buy the plugin now or wait for the update?

Hello

New update is ready today I will try to finish up upgrading the documentations and regression testing on server.

Hopefully by later today or tomorrow i will update.

Regards

If someone is wondering why still no update i decided to add one more feature that i considered that was important so it will take me some time to update 1-3 days because of doc updates and regression testing.

Regards

Any updates regarding the module? We are planning to proceed with the purchase soon and would appreciate any information you can share at this stage

Hello

New update is complete, today tomorrow when i finish testing will deploy it.

Thank you for your patience.

Regards

When will the new update be there?

Hello

Hello

I have started and almost finished the update, still needs some improvements but i was not able to work unfortunately.

Hopefully from next week i can catchup and release finally.

Hope you understand.

Regards

g10

g10 Purchased

When will the new update be there?

It stopped working after the new update of Perfex CRM. Any update to fix the but? I tried disabling 1 by 1 modules, CRM works after disabling this. I can send video if you want.

by
by
by
by
by
by

Tell us what you think!

We'd like to ask you a few questions to help improve CodeCanyon.

Sure, take me to the survey