Appointment Module for Perfex CRM

This is a module for Perfex CRM

Demo: Click Here

Appointment Module for Perfex CRM

The Appointment Manager is a module for Perfex CRM designed to streamline the scheduling process by incorporating location-based appointments, treatment options, and practitioner selection. It offers a robust and scalable solution for efficiently managing appointments with enhanced reliability.

Features:

Management of Dashboard

• Book appointments
• View appointments on calendar
• Location wise availability of practitioners on calendar
• Holidays unavailability on calendar
• Different calendar layouts
• Staff can generate embedded code for appointment scheduling
• Staff can share public URL to anyone where user can book appointment
• Staff can create project directly from appointment for the related customer’s by clicking ‘Create opportunity’ button from appointment summary page
• Edit appointments
• Reports of appointments
• Change time format 24 to 12 and vice versa
• Disabled time picker based on unavailability of practitioners
• Dynamic creation of statuses
• Practitioners can provide there availability and unavailability dates
• Work for multiple treatments
• Import appointments in any dates
• Notifications for each appointments
• More than 7 email templates you can customise for each events
• Rooms availability for each locations

Tables and filters

• Appointment Summary
• Reports with filter

Email Templates

• Appointment Reminder (Reminder send To staff)
• Appointment Upcoming (Changed upcoming status to the client)
• Appointment Approved (Changed approved status to the client)
• Appointment Missed (Changed missed status to the client)
• Appointment Cancelled (Changed cancelled status to the client)
• Appointment Reminder (Reminder send To client)
• Appointment Booked (Notification send To client)
• Appointment Booked (Notification send To staff)
• Appointment Booked and wait for approval (Approval Notification send To client)
• Appointment Booked and wait for approval (Approval Notification send To staff)

Multi-Lingual Support -: Multiple language support for the ease of Use and globally acceptable and accessible.

Status of appointments

• Approved
• Cancelled
• Missed
• Upcoming
• Waiting for approval

PermissionsStaff Can access the Appointment module if they have permissions by Admin or Staff, to maintain security and authentication.

Public Form

Booked Appointment

Booked Appointment List

Draggable Appointment Form

Expand View

Add Location

Location List

Add Practitioners

Treatments List

Perfex Dashboard

Appointment Status

View Appointment

Create opportunity

Practitioners Unavailibility

Permission