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Discussion on Appointly - Perfex CRM Appointments

Discussion on Appointly - Perfex CRM Appointments

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559 comments found.

I added the form I created to my website with an iframe, but after selecting the service, I get the error “Page expired, refresh the page, make an action”.

I set CSRF to false in the Perfex app.config.php file and the problem went away. I’m posting this here in case someone else experiences the same issue.

Hello

Yes this can be done this way and its correct thanks for sharing.

Can you please open support ticket I will try to provide a better solution which we will try and test to see if it works ok with your feedback.

Regards

HI, This is a pre-purchase question:- 1. Am i able to raise an invoice automatically once the appointment has been confirmed or its only when the appointment has been marked as complete? 2. I cannot see the part of raising invoice on the demo. at what point is the invoice raised?

Hello

Yes! Appointly automatically creates invoices when appointments are booked (if enabled).

How it works: Enable: Setup → Appointly → Settings → “Create invoice when appointment is booked?” Invoice is created immediately when appointment is confirmed

Only for logged-in clients/contacts Only for services with a price

You can also manually convert any appointment to an invoice later using the “Convert to Invoice” button.

Regards

Hello, could you check this route: appointly/appointments_public/book

After the last update, it’s giving a 500 error:

An uncaught exception was encountered. Type: Error

Message: Call to undefined method App::get_all_languages()

Filename: /home/u668078348/domains/xxxxxxxxxx/public_html/portal/modules/appointly/controllers/Appointments_public.php

Line Number: 152

Hello

Please contact us via the Envato support section. We will take a look at what is causing this. Provide the error logs in the ticket and screenshots if possible.

This area is reserved for pre-purchase questions only.

Regards

Hello, and thank you for your Appointly module.

I would like to use Appointly in my email campaigns from the ‘Leads’ section. My goal is to offer prospects the possibility to choose between 2–3 proposed appointment dates and times directly inside the email or form.

Example of what I would like to include in the email:

We offer three possible times for a 15-minute call. Please choose the one that suits you best: Monday 2:30 p.m. / Thursday 9:30 a.m. / Friday 3:30 p.m.

If embed the booking form in my email, the form is not pre-filled, so the prospect has to manually enter their information again, which reduces conversion rates.

Thank you in advance for your help and guidance.

Hello Thank you for using Appointly!

Unfortunately, Appointly doesn’t currently support URL parameters to pre-fill contact information or pre-select dates/times in the booking form.

Current Best Option: Include your booking form link in the email and list your 3 proposed time slots. Leads will click the link, see your available times, and select one: We’d like to schedule a 15-minute call. Please choose one of these times:→ Monday 2:30 PM→ Thursday 9:30 AM → Friday 3:30 PMBook here: [Your Booking Form Link]

They’ll need to enter their details manually, but this is the cleanest approach with the current version.

For Logged-in Clients: If your leads are already contacts with portal access, their information will auto-fill when they’re logged in.

We will add this request to our backlog for future updates and if possible will implement.

If you have more questions please use Envato support section and create support ticket.

Regards

ciao. Ho aggiornato il modulo ma ti segnalo un bug. Dopo l’aggiornamento, la lista degli appuntamenti compare vuota. Ti prego di voleri rimediare. Grazie

Please could we have a way to NOT display contact number of staff members on the booking form, similar to not displaying emails. Thank you.

Hello

Thank you for the suggestions, I have added this option too for next update.

Plan is to release today evening or tomorrow eventually, still making final tests.

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

Regards

Hello, it is possible that when scheduling you will have the option to do it for free, Full Payment of the value or Partial (Connected to the payment gateway). and that at the time of making full payment it generates an invoice.

Hello

Currently this is not an option, perhaps in future we can implement payment gateways in Appointly.

Regards

Hello, I have a few questions before I buy.

1) Is it possible to link directly to a service provided by an employee? We need the option for someone to book directly with an employee without having to go through the entire selection process. Or to create multiple individual forms?

2) Is it possible to disable services? We don’t need them.

3) Can the employee also block individual days/weeks, for example for vacation?

4) Unfortunately, only one time setting per day is possible. However, we need at least two more flexible settings per day. Example: from 8:00 a.m. to 11:00 a.m. and 1:00 p.m. to 4:00 p.m.

Hello,

1) Direct booking links to specific service/employee: No, this is not supported. Clients must select service and provider through the booking form.

2) Disabling services: Services cannot be disabled – they’re required for duration, pricing, and availability. You can create one generic service (e.g., “Appointment”) if you don’t need multiple types.

3) Staff blocking individual days/weeks for vacation: No. Staff can only set recurring weekly availability (e.g., “I work Monday-Friday”). There is no feature for individual staff to block specific calendar dates (e.g., “December 20-27 vacation”). Only company-wide blocked days are supported.

4) Multiple time slots per day (e.g., 8-11am and 1-4pm): Not supported. Only one continuous time range per day is available (e.g., 8am-5pm). Split shifts with breaks would require custom development.

Hope this helps.

Regards

Hi

I manage websites and lesson schedules for several independent, self-employed driving instructors who are not connected to each other. I’m evaluating Appointly to streamline bookings and calendar management, and I’d appreciate clarification on a few points:

1. Separation of schedules Can I create individual schedules/calendars for each instructor so that they cannot view or access any other instructor’s calendar or appointments?

2. Google Calendar sync per instructor If the above is possible, can each instructor’s calendar be synced to a separate Google Calendar (one unique Google account per instructor), maintaining a one-to-one sync?

3. Student data restrictions Can I restrict access so that an instructor can only view the details of students assigned to them, with no visibility into students belonging to other instructors?

4. Cancellation notifications Does Appointly support automated notifications to the assigned instructor when a student cancels or reschedules an appointment? If so, what channels are available (email, SMS, mobile push), and are these configurable per instructor?

5. Cancellation window rules Is it possible to prevent students from cancelling within a set window (e.g., less than 48 hours before the lesson), and to display a custom policy message? If a cancellation is attempted inside that window, can the system block it or require admin approval?

If helpful, please also advise whether any specific modules, add-ons, or configuration (roles/permissions) are required to achieve the above, and whether there are licensing implications when managing multiple independent instructors under one installation.

Many thanks.

That is brilliant!!!

I SURE will purchase v1.3.5 as soon as you release it, I may purchase two licences as I have a second project in mind. Please notify me at savvyeyemedia@gmail.com when you release it. Thank you very much!!!

Hi, any news on the new version yet? Happy holidays and wishing you a better 2026!!!

Hello

New version is live and working on 1.3.7 if you want to beta test please contact us via email

Regards

Hello guys !! Please check about the recurring option , is not working at all …..

Hello

Replied to email.

Hello,

1. Is it possible to have location field per staff? For example a business with Office in France and Canada would want to show Staff location or an area for location selection

2. How can we remove the word “Schedule a consultation” and replace it with something else. See: https://prnt.sc/kE4Zef7f8PUJ

Hello

Please contact us via support are from Envato.

Regards

external form appointment time bugs have 00.00 time with date submission

Hello

Replied to email.

veotron

veotron Purchased

Hello, I just noticed that staff are being able to see everyone’s appointments, is there any plans to have (View own) in the permissions?! it makes sense to limit some staff to only their appointments

Hello

Thank you for your inquiry about staff appointment visibility.

Current Status (v1.3.4): The “View Own” functionality exists in v1.3.4, but it has some limitations. Non-admin staff may see appointments they shouldn’t in certain views due to incomplete permission filtering.

v1.3.5 Improvements: We’ve significantly enhanced the permission system in v1.3.5. Now, non-admin staff can only see appointments where they are: The creator The assigned provider Listed as an attendee Only users with the Administrator role can view all appointments.

New version is being tested and its planned to be released until the end of this week.

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

Regards

g10

g10 Purchased

Please release an update to the plugin to fix the duplicate meeting link issue.

Hello

Sorry for the late reply

Could you please contact us via email and provide more details regarding this and how to reproduce on our end. We will take a look.

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

Regards

Hey, the Google Calendar is only being synced up until Mai 2025 – any idea why this happened?

Thanks!

Hello

In the settings of Appointly there is option how google should sync data from/to.

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

Regards

Does not work – now it’s up til June. It seems the newest entry is always 4 Month old and from then 3 Months back. No matter what setting is being made in the Appointly Google Calendar settings.

Hello

We will take a look into this and make sure in next update is fixed of really we have an issue

Please, if you have any other questions, feel free to contact us via Envato support section.

Regards

Hello, a question before purchase: I tried to confirm an appointment made by a test user in frontend, as an admin in backend. The confirmation was not possible, when clicking on confirming the appointment it remains PENDING. Is it one of the disabled features? I wanted to test if a date/time is reserved, that another user cannot reserve also the same employee at the same date/time

Also, if a pending appointment is already waiting for confirmation at that date/time, it would make sense it does not appear available to another user for the same date/time as long as one reservation is pending for it.

Hello

Those options are disabled on the demo unfortunately.

Until the appointment is approved the time remains available we think this is logical and we use this approach.

After purchasing you can edit the code per your needs.

Hope you understand.

Regards

Can a booking be linked as a product that is charged for?

Hello

Unfortunately currently this is not an option, perhaps i can suggest using a custom field for this.

Regards

g10

g10 Purchased

When a new appointment is created, the system triggers two identical confirmation emails to the client and generates two separate meeting links.

This is confusing our clients. Could you please investigate and resolve this issue at your earliest convenience?

Hello

Sure this is already fixed for the next upcoming version this month.

Regards

Good evening, I would like to know why the public form is not synchronized with the scheduled time so that it does not give the user the option if they already have an appointment at that time in question.

I’ve already managed to identify the problem, but there’s one thing that I’m finding strange when scheduling using the public form, regardless of the data chosen by the external user, it comes out as 00:00:00 both on your demo website and on our website,

Hello

Great was the issue?

I will investigate this and make sure of we have this issue to be fixed in the next update.

Next update includes around 13+ email templates and improved notifications system all over the module, added missing custom field in templates for google meet and much more improvements and minor bug fixes.

Regards

From what I saw, this happens when I change the time zone to São Paulo.

Your module is very good, I would like to know if you intend to add the following functionality to the scheduling module: integration with Twilio or any other that uses the WhatsApp API having an AI service, a chatbot trained to handle customer service via WhatsApp, and this chatbot can also schedule appointments based on the conversation it has with the user on WhatsApp.

Hello

Thanks for the suggestion—really appreciated.

At the moment, WhatsApp/Twilio integration with an AI chatbot that can schedule appointments isn’t on our near-term roadmap. We’re currently focused on a major Perfex Chat upgrade (which will include similar conversational features embedded widget to any site etc.) and on Appointly improvements for version 1.3.5 where we added almost email templates and notifications for all actions.

We do see the value in AI-assisted scheduling via WhatsApp and may explore it in future releases. I’ll keep your request noted as a priority candidate.

Thanks for understanding

Regards

That’s amazing, I could contribute a cost for these features to further boost the module

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