Appointly – Perfex CRM Appointments

Stop Wasting Time on Scheduling. Start Automating Your Bookings.

Are you tired of the endless email chains just to book a client meeting? The constant back-and-forth drains your productivity and can feel unprofessional. It’s time to streamline your entire process with Appointly – Perfex CRM Appointments, the ultimate scheduling module that integrates seamlessly with your favorite CRM.

This powerful tool eliminates manual scheduling tasks completely. It empowers your clients to book appointments directly based on your real-time availability, creating a smooth, professional experience that saves everyone time.

Why Appointly is a Game-Changer for Your Business

Appointly isn’t just another booking form; it’s a complete appointment management system built to work inside Perfex CRM. It centralizes your scheduling, client data, and communications in one place. This integration provides a level of efficiency that standalone scheduling tools simply can’t match.

• Seamless Perfex CRM Integration: Appointments, clients, and staff are all managed within your existing Perfex dashboard for a unified workflow.
• Two-Way Google & Outlook Calendar Sync: Automatically sync appointments to your personal calendar and block off busy times to prevent double bookings.
• Integrated Video Meetings: Instantly generate unique Zoom or Google Meet links for each appointment without any manual effort.
• Automated Email & SMS Reminders: Drastically reduce no-shows by sending timely, automated reminders to clients and staff before a scheduled meeting.
• Flexible Staff & Service Management: Assign specific services to staff members, set individual working hours, and manage availability with precision.
• Customizable Client-Facing Booking Forms: Create clean, professional booking pages that you can embed anywhere and customize with your own fields.
• Powerful Workflow Automation: Use Perfex CRM’s action hooks to trigger automated tasks before or after an appointment is scheduled.

A Deeper Look at Appointly’s Core Features

Let’s explore the three features that make Appointly an indispensable tool for any service-based business using Perfex CRM.

Seamless Calendar & Meeting Integrations

Manual data entry is a productivity killer. Appointly solves this with its robust, two-way synchronization with both Google Calendar and Outlook Calendar. When a client books a slot, the event is instantly created in your Perfex CRM and pushed to your connected personal calendar.

Likewise, if you create a personal event in your Google Calendar, that time slot becomes unavailable on your public booking page. This intelligent sync ensures you are never double-booked. Furthermore, the integration with Zoom and Google Meet automates video conferencing, providing clients with a secure meeting link right in their confirmation email.

Powerful Automation and Reminders

Client no-shows can cost your business significant time and money. Appointly tackles this head-on with a sophisticated automated reminder system. You can configure multiple email and SMS reminders (via Perfex SMS gateways) to be sent at specific intervals before an appointment.

This simple feature keeps your services top-of-mind for clients and dramatically improves attendance rates. Beyond reminders, Appointly leverages Perfex CRM’s powerful workflow capabilities. You can create custom action hooks that trigger specific tasks—like creating a follow-up task for a staff member—as soon as an appointment is confirmed or completed.

Complete Customization and Control

Your business is unique, and your booking system should reflect that. Appointly gives you granular control over every aspect of the scheduling process. Define different appointment types, set custom durations, add buffer time between meetings, and assign specific services to qualified staff members.

You can also define precise working hours and breaks for each team member to ensure clients can only book when they are truly available. The client-facing booking form is equally flexible. You can add custom fields to gather all the necessary information upfront, ensuring you’re fully prepared for every call or meeting.

Who Needs Appointly – Perfex CRM Appointments?

This module is the perfect fit for any individual or organization that relies on scheduled appointments to conduct business and already uses Perfex CRM.

For Service-Based Businesses

Consultants, coaches, lawyers, and financial advisors can provide a polished, professional booking experience. Let clients schedule consultations or review meetings without a single email, all while their data is neatly organized in your CRM.

For Agencies & Teams

Web design, marketing, and development agencies can streamline their entire client lifecycle. Use Appointly to manage discovery calls, project kick-offs, and support sessions across multiple team members, ensuring the right person is always available.

For Sales Professionals

Stop chasing leads to find a good time to talk. Embed your Appointly booking link in your email signature and let prospects schedule a demo or follow-up call at their convenience. The appointment and lead data flow directly into Perfex for easy tracking and management.

The Smart Choice: Get Appointly with Unmatched Freedom

Premium tools like Appointly – Perfex CRM Appointments provide immense value, but their licensing can often be restrictive and costly. We believe in providing a better way for you to build and grow your business without breaking the bank.

Why Choose This Version?

• Incredible Cost-Effectiveness: Get the exact same powerful scheduling functionality for a fraction of the original price. This allows you to invest your savings back into other critical areas of your business.
• Freedom and Flexibility: Our downloads are under the GPL, which gives you the freedom to use the plugin on as many websites as you need. You are not constrained by single-site licenses or complex activation keys.
• Safe and Secure Code: We provide 100% original, untouched code directly from the developer. You get a clean, secure, and reliable tool, free from any malware or modifications.

Frequently Asked Questions (FAQ)

Is Appointly compatible with the latest version of Perfex CRM?

Absolutely. We ensure our files are always up-to-date with the latest releases from the developer. Appointly is designed to work seamlessly with recent and future versions of Perfex CRM, so you can install it with confidence.

Can I sync multiple staff calendars with Appointly?

Yes, this is one of its core strengths. Appointly allows each staff member configured in Perfex to connect their own individual Google or Outlook Calendar. This prevents internal scheduling conflicts and ensures client bookings are based on each team member’s unique availability.

How do I receive updates for Appointly – Perfex CRM Appointments?

When you purchase from us, you get access to all future updates for one full year. Whenever a new version is released, you can simply log in to your account dashboard and download the latest files at no additional cost.

Does this module support SMS reminders for appointments?

Yes, it does. Appointly cleverly integrates with Perfex CRM’s built-in SMS gateways. If you have already configured a compatible SMS provider (like Twilio, Clickatell, etc.) within Perfex, you can easily enable and customize automated SMS reminders for your appointments.

Is the code for this plugin safe to use on my live site?

Your security is our top priority. We provide 100% original and unmodified code under the General Public License (GPL). The files are scanned and verified to be free from any malware, advertising, or malicious scripts, ensuring they are safe for any professional environment.

Can I customize the look of the booking form to match my brand?

The booking form offers several customization options directly within the settings. You can add custom fields, change labels, and configure the available services. For more advanced visual changes, like matching specific fonts or colors, you can apply custom CSS to align it perfectly with your website’s branding.

Do you offer technical support for setting up the module?

Our business model is focused on providing access to premium plugins at an exceptionally affordable price. Because of this, we do not offer direct technical support from the original developer. However, Appointly is well-documented, and the Perfex community is a great resource for installation and setup questions.