Appointly – Advanced Appointments Module for Perfex CRM

Transform your Perfex CRM with the most advanced appointment booking system featuring Google Calendar sync, Outlook integration, and powerful analytics dashboard.

NOTE: This is not a standalone appointments module. It requires Perfex CRM application version 3.0.0 or higher installed, as this is a module for Perfex CRM.

Introduction

Appointly is a comprehensive appointment management solution that seamlessly integrates with Perfex CRM to revolutionize your business scheduling. This powerful module combines advanced service management, analytics reports, appointment to invoice, leads, tasks conversion, and intelligent calendar synchronization to create the ultimate appointment booking experience for service-based businesses.

Whether you’re running a consulting firm, healthcare practice, beauty salon, or any service-based business, Appointly streamlines your entire appointment workflow from initial booking to final invoicing. With support for Google Calendar, Outlook Calendar, SMS and Email notifications, and mobile-responsive design, your clients can book appointments anytime, anywhere.

Simplify your appointments. Grow your business. 100% integrated with Perfex CRM.

Save hours of admin work, automate your scheduling, prevent no-shows, and grow your business with real-time bookings, full calendar integrations, staff management, payments, and advanced reporting — fully integrated into Perfex CRM.

The #1 most advanced appointment system for Perfex CRM. Fully automate your scheduling, reduce no-shows, streamline payments, and grow your business with professional, flexible, client-friendly booking flows.

Services Management System

Unlimited Service Types: Create custom appointment services with durations, pricing, descriptions, and visual color coding
Multi-Provider Support: Assign multiple staff members to each service with primary provider designation
Buffer Time Management: Configure buffer times before and after appointments to prevent scheduling conflicts
Service-Specific Availability: Control which services appear in public booking forms
Advanced Pricing: Set different pricing for each service with automatic invoice integration

Comprehensive Analytics & Reports Dashboard

Real-Time Statistics: Track total, completed, and cancelled appointments with visual charts and graphs
Advanced Date Filtering: Analyze performance by custom date ranges, months, quarters, or years
Service Performance Metrics: Identify your most popular services and revenue generators
Staff Performance Analytics: Monitor individual staff completion rates and productivity metrics
Monthly Trend Analysis: Visualize appointment patterns and business growth over time
Export Capabilities: Generate detailed reports for business analysis and accounting
Revenue Tracking: Monitor income from appointments and converted invoices

Interactive Calendar Tooltips

Rich Hover Information: Beautiful tooltips showing service details, provider info, and appointment status
Quick Actions: Direct access to view appointment details without page navigation
Smart Detection: Tooltips appear only on Appointly events, not interfering with other calendar items
Professional Design: Status-based color coding and mobile-responsive tooltip design
Performance Optimized: AJAX-powered data loading for fast, smooth user experience

Direct Conversion System

Convert to Invoice: Transform completed appointments into invoices with pre-filled service details and client information
Convert to Task: Create tasks from appointments with complete appointment context and details
Convert to Lead: Generate leads from appointment data including contact information and appointment history
Smart Conversion Logic: Automatic data mapping and validation for seamless workflow transitions
Conversion Options: Choose to convert only or convert and immediately view the created record

Advanced Working Hours Management

Company-Wide Schedule: Set default working hours for your entire organization
Individual Staff Hours: Override company schedule with custom hours for each staff member
Flexible Time Slots: 15-minute interval precision for accurate scheduling and availability
Weekend/Holiday Management: Easy configuration of non-working days and special schedules
Schedule Synchronisation: Staff can sync with company schedule or maintain custom hours
Timezone Support: Handle appointments across different time zones automatically

Advanced Timezone Handling

Multi-Timezone Support: Handle appointments across different time zones seamlessly
Automatic Conversion: Display appointments in user’s local timezone
Global Team Coordination: Perfect for distributed teams and international clients
Timezone Validation: Prevent scheduling conflicts due to timezone mismatches
Smart Scheduling: Intelligent time slot suggestions based on timezone preferences

Enhanced User Experience

Improved Booking Form: Streamlined external booking experience with service selection and real-time availability
Smart Provider Selection: Clients can choose specific providers based on service expertise and availability
Enhanced Status Management: New appointment status system (pending, in-progress, completed, cancelled, no-show)
Past Appointment Visual Indicators: Appointments with past dates display with subtle red background styling for better visual identification
Improved Time Selection: External booking forms prevent selection of past time slots for better user experience

Core Features & Functionality

Advanced Appointment Management

Multiple Appointment Types: Internal (staff, contacts, leads) and external appointment booking options
Service-Based Appointments: Link appointments to specific services with pricing, duration, and provider assignments
Recurring Appointments: Schedule repeating appointments with customizable frequency (daily, weekly, monthly)
Advanced Status Tracking: Comprehensive status system (pending, in-progress, completed, cancelled, no-show) with automated workflows and notifications
Appointment Approval System: Optional approval workflow for appointment requests
Buffer Time Management: Configure buffer times before and after appointments to prevent scheduling conflicts
Feedback System: Collect client ratings and comments after appointments for service improvement
Private Notes: Add internal notes to any appointment for team reference and follow-up
Appointment History: Complete timeline visible in client profiles with detailed tracking
Direct Conversion: Convert appointments to invoices, tasks, or leads with pre-filled data
Client Reschedule System: Comprehensive client reschedule request system with staff approval workflow
Book Again Functionality: Clients can easily rebook cancelled or no-show appointments
Professional URLs: Clean, user-friendly appointment URLs for better client experience
Enhanced Navigation: Direct navigation between appointment view and edit pages for seamless workflow
Calendar Integration Management: Delete Google Calendar and Outlook Calendar events directly from appointment pages
Mobile-First Design: Fully responsive interface optimized for smartphones, tablets, and desktop devices
Touch-Friendly Controls: Optimized for touch interactions on mobile devices

Services Management System

Unlimited Services: Create custom appointment services with descriptions, pricing, and duration
Multi-Provider Assignment: Assign multiple staff members to each service with primary provider designation
Service Pricing: Set different pricing for each service with automatic invoice integration
Color-Coded Services: Visual identification with custom colors for each service type
Service Availability: Control which services appear in public booking forms
Buffer Time Configuration: Set preparation and cleanup time for each service

Analytics & Reports Dashboard

Real-Time Statistics: Track total, completed, and cancelled appointments with visual charts
Advanced Date Filtering: Analyze performance by custom date ranges, months, quarters, or years
Service Performance Metrics: Identify most popular services and revenue generators
Staff Performance Analytics: Monitor individual staff completion rates and productivity
Monthly Trend Analysis: Visualize appointment patterns and business growth over time
Revenue Tracking: Monitor income from appointments and converted invoices
Export Capabilities: Generate detailed reports for business analysis and accounting

Working Hours & Scheduling

Company-Wide Schedule: Set default working hours for your entire organization
Individual Staff Hours: Override company schedule with custom hours for each staff member
Flexible Time Slots: 15-minute interval precision for accurate scheduling
Weekend/Holiday Management: Configure non-working days and special schedules
Schedule Synchronization: Staff can sync with company schedule or maintain custom hours
Blocked Days Management: Configure company holidays and non-working days with recurring patterns
Multi-Timezone Support: Handle appointments across different time zones seamlessly

Calendar Integration & Synchronization

Google Calendar Integration: Two-way synchronization with automatic event creation
Google Meet Integration: Automatic meeting links with custom email invitations for virtual appointments
Outlook Calendar Support: Save appointments to Microsoft Outlook Calendar
Interactive Calendar Tooltips: Beautiful hover tooltips showing appointment details with quick actions
Calendar View: Intuitive calendar interface with multiple view options
Conflict Detection: Automatic detection and prevention of scheduling conflicts

Client Experience & Public Booking

External Booking Form: Embeddable appointment forms for any website with customizable styling
Service Selection: Clients choose services and providers based on real-time availability
Smart Time Slots: Dynamic availability display with busy slots clearly marked
Timezone Support: Automatic timezone conversion for global scheduling and international clients
Terms & Conditions: Configurable terms acceptance for bookings with legal compliance
Custom Fields: Add custom fields to appointment forms for specific business needs
reCAPTCHA Protection: Spam protection for external booking forms

Communication & Notifications

Multi-Channel Notifications: Email and SMS alerts for all appointment events and status changes
Email Tracking: See when clients have read appointment emails with delivery confirmations
Custom Templates: Personalized email and SMS templates for different scenarios and languages
Automated Reminders: Smart reminder system with customizable timing (hours, days before)
Manual Reminders: Send early reminders before scheduled appointments
Notification Preferences: Clients can choose their preferred notification methods
Automatic Email Confirmations: Clients receive instant confirmation emails when booking appointments through external forms

Advanced Configuration & Customization

Permission System: Granular staff permissions for appointment management and access control
Appointment Management: Create, edit, delete, view, approve, and view reports for appointments
Multi-Language Support: Available in 14+ languages including English, German, French, Spanish, Turkish, and more
Custom Statuses: Create custom appointment statuses to match your business workflow
Branding Options: Customize colors, logos, and styling to match your brand
PHP 8.2 Compatibility: Full compatibility with PHP 8.2+ with improved null value handling and modern PHP standards
Enhanced Database Integrity: Improved data validation and error handling throughout the system

Deep CRM Integration

Customer Profile Integration: Dedicated appointments tab in customer profiles showing complete appointment history
Lead Profile Integration: Appointments tab in lead profiles for tracking prospect meetings and consultations
Quick Actions: Create new appointments directly from customer/lead profiles with pre-filled contact information
Live Search & Navigation: Ajax-powered live search to quickly find and navigate to services, staff providers, and attendees
Direct Navigation: One-click navigation to view appointment details, edit services, or manage staff assignments
Contextual Actions: Convert appointments to tasks, leads, or invoices directly from the customer/lead interface
Quick Appointment Management: Delete appointments directly from customer and lead profile tabs for streamlined workflow
Dashboard Widgets: Configurable upcoming appointments widgets with customizable date ranges (7-30 days)

Business Benefits & ROI

Increased Efficiency: Automated scheduling reduces administrative overhead by up to 70% and eliminates double-booking
Revenue Growth: Service-based pricing and invoice conversion streamline billing processes and reduce payment delays
Better Insights: Analytics dashboard provides actionable business intelligence for data-driven decisions
Improved Client Satisfaction: Professional booking experience with automated confirmations and reminders
Team Productivity: Staff performance tracking and optimized scheduling maximize resource utilization
Reduced No-Shows: Automated reminder system significantly reduces missed appointments
24/7 Booking: Online booking form allows clients to schedule appointments outside business hours
Scalable Solution: Grows with your business from single practitioner to multi-location enterprise

Perfect For These Industries

Healthcare & Medical: Doctors, dentists, therapists, clinics, medical practices
Beauty & Wellness: Hair salons, spas, massage therapists, beauty clinics, nail salons
Professional Services: Consulting firms, legal offices, financial advisors, accountants
Fitness & Sports: Personal trainers, gyms, yoga studios, sports coaches
Education & Training: Tutoring services, driving schools, music lessons, coaching
Real Estate: Property viewings, consultations, client meetings
Automotive: Car dealerships, repair shops, maintenance services
Home Services: Cleaning services, repair technicians, contractors
Photography: Portrait sessions, wedding photography, event photography
Any Service-Based Business: Requiring appointment scheduling and client management

Key Features Summary

Appointment Booking System – Complete scheduling solution
Google Calendar Integration – Two-way synchronization
Outlook Calendar Sync – Microsoft Office integration
Service Management – Unlimited services with pricing
Staff Management – Multi-provider support
Analytics Dashboard – Business intelligence reports
Mobile Responsive – Works on all devices
SMS Notifications – Automated text reminders
Email Automation – Custom templates and reminders
Public Booking Form – Embeddable on any website
Working Hours Management – Flexible scheduling
Multi-Language Support – 14+ languages included
Calendar Tooltips – Interactive appointment details
Recurring Appointments – Automated repeat bookings
Customer Management – Integrated with Perfex CRM
Lead Management – Integrated with Perfex CRM
Lead Conversion – Turn appointments into sales
Security Features – reCAPTCHA and data protection

Language Support

English
German
French
Spanish
Italian
Polish
Portuguese (Brazil)
Romanian
Russian
Turkish
Vietnamese
Dutch
Indonesian
Persian

Want to contribute a translation? If you want to contribute translation please contact us via Envato support section.

Installation & Setup Guide

Download & Extract: Download the module files and extract to your Perfex CRM installation
Upload Module: Upload the appointly folder to /modules/ directory or use the upload section in Setup → Modules to install directly
Activate Module: Go to Setup → Modules and activate Appointly. If available, click on “Upgrade Database”
Database Migration: Automatic database tables creation and migration will run

Support & Updates

For support, please contact us through:

Envato Support: Use the support section on this item page for general inquiries

We typically respond within 24-48 business hours. Regular updates ensure compatibility with the latest Perfex CRM versions and introduce new features based on user feedback.

Transform your appointment scheduling today with Appointly – The most advanced appointment management solution for Perfex CRM!

Frequently Asked Questions

General Questions

Q: Is this a standalone application?
A: No, Appointly is a module for Perfex CRM. You need Perfex CRM v3.0.0+ installed first.
Q: Can I use this without Perfex CRM?
A: No, this module is specifically designed to integrate with Perfex CRM’s existing features.
Q: Does it work with the latest Perfex CRM version?
A: Yes, Appointly is regularly updated to maintain compatibility with the latest Perfex CRM versions.

Technical Questions

Q: I cannot install module via upload method
A: Please check if you have write permissions for the /modules/appointly directory and php max file upload size is set to 5MB or more.
Q: Does it support multiple languages?
A: Yes, Appointly includes translations for 14+ languages.
Q: Can I integrate with my existing calendar?
A: Yes, it supports Google Calendar with two-way synchronization and Outlook Calendar.

Business Questions

Q: Can I manage multiple staff members?
A: Yes, you can add unlimited staff members with individual schedules and service assignments.
Q: Does it handle recurring appointments?
A: Yes, you can set up daily, weekly, or monthly recurring appointments with custom patterns.
Q: Does it send automatic reminders?
A: Yes, it sends automated email and SMS reminders at configurable intervals before appointments.

Changelog

Version 1.3.5 – Complete Changelog

Release Date: November 08, 2025

New Features:
- Complete client self-service email notification system with 17 new email templates
- Client cancellation request workflow with automatic staff notifications  
- Client reschedule request workflow with confirmation emails and staff alerts
- Provider change notification system (assignment and removal alerts)
- Comprehensive appointment status change notifications (completed, no-show, cancelled)
- Attendee management notifications (added/removed from appointments)
- Reschedule request approval/denial workflow with client notifications
- Enhanced appointment approval notifications for staff and clients
- "Upcoming" badge display in appointments datatable for future appointments
- Approve/Deny reschedule buttons on individual appointment view pages
- Enhanced appointment row coloring for cancelled, no-show, and missed appointments
- Professional row options styling in appointments datatable with intuitive icons
- Visual feedback system with loading states for reschedule actions
- Enhanced working hours display in appointment views (desktop and mobile responsive)
- Staff working hours management with company schedule integration
- "Use Company Schedule" toggle functionality for individual staff members
- Time preservation system when toggling availability states
- Database performance optimization with comprehensive indexing strategy (15+ new indexes)
- Real-time notification system improvements with enhanced Pusher integration
- Comprehensive merge fields system with 15+ appointment-specific fields
- Notification system debugging and tracking documentation
- Google Calendar and Outlook integration buttons in appointment view page for manual calendar addition
- Auto-add external appointments to Google Calendar upon approval (configurable setting)
- Multi-language support for external booking form with dynamic language dropdown
- Language persistence across booking form and success page
- Admin setting to enable/disable language dropdown on external booking form
- Admin setting to show/hide staff phone numbers on external booking form
- Recurring appointment badge in appointments datatable showing recurrence type, frequency, and cycle progress
- Recurring information section in appointment view page with detailed recurrence details
- "Stop Recurring" functionality with button to stop future recurring appointment instances
- "Edit Recurring Settings" button in appointment view for managing recurring appointments

Bug Fixes:
- Merge fields not being replaced in reschedule denial and approval emails
- Client reschedule request notifications not reaching assigned providers
- Missing email templates causing notification system failures
- Notification recipient targeting issues (improved provider and creator-focused delivery)
- Staff working hours toggle switches not updating visually
- Time dropdowns remaining disabled when availability is toggled on
- Times reverting to defaults when toggling availability and saving
- "Use Company Schedule" toggle not working for non-current days
- Form submission issues with disabled time inputs
- Upcoming appointment status discrepancy between summary and datatable
- Appointment status filter logic not matching summary calculations
- "No Show" filter not displaying past in-progress appointments (now matches summary count logic)
- Calendar display issues with duplicate meetings and time formatting
- Google Calendar sync performance issues
- Legacy status column migration issues
- Database helper syntax errors
- N+1 query performance issues causing slow page loads with large datasets
- Missing database indexes causing inefficient appointment table queries
- XSS vulnerabilities in appointment table output
- SQL injection risks in appointment access control logic
- Success page hardcoded text not translating properly
- Google Calendar events not being created due to invalid sendUpdates property in Event object
- Duplicate Google Meet email notifications (Google Calendar and Perfex CRM both sending emails to attendees)
- Invoice auto-creation not working when booking appointments from admin panel (only worked for external bookings)
- External booking form showing primary contact data instead of actual logged-in contact information
- External form accepting invalid/empty date and time fields causing 00:00 time submissions
- Staff without Google Calendar connected receiving misleading "time slot unavailable" error messages
- Tax custom percentage input field not showing when selected in invoice settings (JavaScript selector issue)
- Invoice auto-creation not applying configured tax rates from settings (custom percentage and CRM tax rates)
- Google Calendar 2-way sync ignoring date range filter setting
- Duplicate Google Calendar events with different Meet URLs being created
- Recurring appointments missing critical fields (end_hour, duration, timezone, service_id, provider_id, files)
- Recurring appointments not copying service relationships from appointly_appointment_services table
- Staff-only appointments hardcoded to 08:00-17:00 time range regardless of availability settings
- Staff-only appointments not sending any notifications (email or system) to attendees
- Invoice model loading failure on Linux servers due to case-sensitive filename (AppointlyInvoices_model → Appointlyinvoices_model)
- Recurring appointments created without slot availability validation, causing double bookings and conflicts
- Recurring appointments created on blocked company holiday dates
- Staff-only appointments restricted to company working hours (now allow 00:00-23:30 full day scheduling)
- Staff-only appointments blocking time slots with conflicts instead of showing warnings
- PHP 8.1+ deprecation warnings for nullable parameters (explicit ?type syntax required)
- Google Calendar authentication failing with "Data too long for column 'access_token'" error on PHP 8.1+ servers (with auto-migration for multi-tenant systems)
- External form appending "00:00:00" to date field causing incorrect datetime strings in merge fields
- Email confirmation showing wrong date (12/31/1969) due to malformed datetime merge field concatenation

Improvements:
- Complete email template system overhaul with consistent merge field support
- Appointments datatable with enhanced visual hierarchy and professional styling
- Enhanced SMS merge fields system with 10+ appointment-specific fields for comprehensive SMS notifications
- Staff working hours JavaScript functionality with complete rewrite
- Enhanced appointment status logic consistency across all views
- Database migration system with comprehensive status data migration
- Notification recipient targeting (provider and creator-focused)
- Real-time notification system with Pusher integration
- Form validation and submission handling
- Enhanced appointment filtering system with accurate logic
- Mobile-responsive working hours display
- Time preservation system when toggling availability states
- Enhanced appointment data retrieval for complete template support
- Database query performance with comprehensive indexing strategy
- Security hardening with enhanced permission checks and input validation
- Appointment table loading speed with optimized database queries
- Google Calendar sync performance with strategic event ID indexing
- Recurring appointments now validate slot availability before creation (skips conflicts with admin notification)
- Staff-only appointments now show all time slots (00:00-23:30) with visual conflict warnings instead of blocking
- Time slot selection for staff appointments with color-coded warnings (orange for conflicts, red for unavailable)

Version 1.3.4 – Complete Changelog

Release Date: July 29, 2025

- New: Comprehensive Google Meet settings panel with advanced configuration options
- New: Auto-enable Google Meet for all appointment settings
- New: Default Google Meet recording option with enable/disable toggle
- New: Waiting room enable/disable setting for Google Meet meetings
- New: Customizable reminder timing (5, 10, 15, 30 minutes, 1-2 hours, 1 day)
- New: Option to disable Google Calendar email notifications to prevent duplicates
- New: Enhanced Google Meet button with a dropdown menu for copying links and viewing meeting details
- New: Google Meet meeting details modal with comprehensive information
- New: Copy Google Meet link functionality with success notifications
- New: Enhanced Google Meet invitation system with attendee notifications
- New: Google Meet quick actions panel (join meeting, send invitations)
- New: Google Meet features display (HD video/audio, recording status, screen sharing, waiting room)
- New: Staff now respect booking conflicts (busy times) when enabled in settings
- New: Settings-based Google Meet feature configuration (recording, waiting room, reminders)
- New: One-click integration to download ICS file on appointment view and the client's area
- New: Custom Fields System updated
- New: Complete custom fields support for appointments on the external booking form
- New: Custom fields in the external booking form
- New: Invoice & Client Management
- New: Complete invoice automation system
- New: Client appointments dashboard/tab for viewing their appointments
- New: Automatic invoice creation when an appointment is booked
- New: Client-side appointment management interface with permissions per contact
- New: Settings option to show staff/provider email addresses in the external booking form

- Fixed: Outlook attendees not being added correctly to calendar events
- Fixed: Outlook integration failing with empty attendees array (400 Bad Request)
- Fixed: Double alert issue when deleting Outlook events
- Fixed: Google Calendar sync filtering issues
- Fixed: Form submission issues with special characters in appointment subjects when not using English language
- Fixed: Provider dependency validation issues
- Fixed: Appointment creation form UX issues
- Fixed: Lead display issues in client hash
- Fixed: Terms and conditions link on booking form and updated validation
- Fixed: Start and end hour handling for appointments
- Fixed: External form blocked dates
- Fixed: Client hash authentication issues
- Fixed: Admin notifications for new appointments via the booking form
- Fixed: Staff attendees not receiving email notifications when appointments are approved

- Improved: Appointments settings UI/UX
- Improved: Client public area
- Improved: Appointment update and view pages
- Improved: Enhanced Google Meet button styling and functionality
- Improved: Better Google Meet link management and sharing
- Improved: Comprehensive Google Meet settings with icons and better organization
- Improved: Google Meet attendee handling and email notifications
- Improved: Google Meet integration with appointment settings and preferences
- Improved: Enhanced Outlook attendee handling for all appointment types (internal, external, lead)
- Improved: Proper attendee inclusion (provider + related contacts/clients)
- Improved: Google Calendar Integration
- Improved: Custom fields in appointment edit/update forms
- Improved: Outlook Integration
- Improved: Better calendar integration, status display
- Improved: Form UX & Validation
- Improved: Security
- Improved: Notifications & Reminders
- Improved: Two-way sync improvements with better filtering
- Improved: Language & Localization

Version 1.3.3 – Complete Changelog

Release Date: June 21, 2025

- New: View Appointment direct navigation from edit page - Added quick navigation button to view appointment details from edit form
- New: Edit Appointment direct navigation from appointment view page - Added edit button for seamless editing from appointment view
- New: Delete option from Google Calendar on Edit and Appointment view pages - Added ability to remove Google Calendar integration directly from appointment pages with confirmation
- New: Delete option from Outlook Calendar on Edit and Appointment view pages - Added ability to remove Outlook Calendar integration directly from appointment pages with confirmation
- New: Improved Outlook API integration - Updated to use App permissions instead of delegated permissions for better reliability
- New: Staff attendees validation - Added validation for internal staff appointments to ensure attendees are selected
- New: Client email confirmation system - Added automatic email confirmations for external appointment submissions
- New: Customizable success pages - Complete success page customization with color schemes and layout options
- New: Added option to delete appointments directly from the Customers tab
- New: Added option to delete appointments directly from the Leads tab
- New: Dashboard widget for upcoming appointments with configurable date ranges (7 days, 14 days, 30 days, 4 weeks)
- New: Settings to enable/disable both today's appointments and upcoming appointments dashboard widgets
- New: Smart linking for Google Calendar appointments - opens Google Calendar instead of local appointment view
- New: Support for Google Calendar appointment status mapping (confirmed → pending)
- New: Added option in settings to apply default VAT/Tax rate when converting appointment to invoiceNew: Red light colour will show in the appointments table list if date is in the past
- Fixed: Removed missing status from table — redundant
- Fixed: Search on contacts on the Customers side was searching all company contacts instead of current client contacts
- Fixed: Staff non working days showing correctly on date picker on create and update pages
- Fixed: Client auto-fill on booking form - External booking form now automatically fills client data when logged in and shows appointments in Customers section
- Fixed: External booking notifications - Fixed notification system for external appointments to send proper confirmations
- Fixed: Service update white screen issue - Fixed service update functionality that was causing blank pages
- Fixed: Buffer output issues - Fixed potential buffer issues that could affect some users
- Fixed: Contact relation switching bug - Fixed issue when switching between staff and internal contact relations
- Fixed: Google/Outlook checkbox functionality - Fixed calendar integration checkboxes on appointment creation
- Fixed: Language file inconsistencies - Fixed and improved language file handling and translations
- Fixed: Mobile responsiveness issues - Fixed broken mobile layouts, working hours display, and form elements
- Improved: Now contacts are show in the dropdown instead of searching
- Improved: Mobile-first responsive design - Complete mobile optimization for all appointment pages
- Improved: Responsive grid layouts - Improved grid systems that work across all device sizes
- Improved: Working hours mobile layout - Working hours now display properly under provider image on mobile
- Improved: Icon-only mobile buttons - Calendar integration buttons show icons only on mobile with tooltips
- Improved: Consistent processing messages - Standardized "Adding to [Service] Calendar" messages for both Google and Outlook
- Improved: Enhanced navigation - Better button layouts and navigation flow between appointment pages
- Improved: Calendar cards - Modern gradient cards with hover effects and delete functionality
- Improved: Form layouts - Responsive form elements that stack properly on mobile devices
- Improved: Code cleanup - Removed deprecated code and improved code organization
- Improved: Error handling - Better error handling for calendar integrations and form submissions
- Improved: Validation - Enhanced form validation, especially for staff attendee selection
- Improved: Performance optimizations - Various performance improvements throughout the module
- Improved: Email template system - Added client confirmation email templates and database integration
- Improved: Language support - Added new translation keys for all new features for all languages
- Improved: Terminology consistency - Standardized terminology across all language files
- Updated: Outlook API changes - Updated to use App permissions instead of delegated permissions (documentation updated) — will need this for teams when implementing
- Updated: Better CSS organization - Improved CSS structure and responsive utilities

Version 1.3.2

- New: Implemented user-friendly appointment URLs with clean, professional structure (appointly/appointment/hash)
- New: Added automatic browser cache clearing system ensuring new routes work immediately after installation/upgrade
- New: Added comprehensive client reschedule request system with staff approval workflow
- New: Implemented "Book Again" functionality for cancelled and no-show appointments
- New: Added delete option for two-way synced appointments directly from CRM
- New: Created dedicated reschedule requests table with proper referential integrity
- New: Added email notification templates for reschedule approvals and denials
- New: Enhanced staff dashboard with pending reschedule and cancellation request sections
- New: Added multi-language support for reschedule and book again features
- New: Button added to edit the appointment directly from the appointment view
- Updated: Enhanced staff-only appointments with improved attendees validation and Google/Outlook integration
- Updated: Improved client appointment view with modern UI and better status indicators
- Updated: All email templates and system references to use new friendly URL format
- Updated: Implemented time-based versioning for all JavaScript files to prevent cache issues
- Fixed: Service editing and updating functionality for services currently in use
- Fixed: Form submission errors and validation messaging
- Fixed: Primary provider selection not displaying correctly in service management
- Fixed: Time format consistency in appointment editing interface
- Fixed: Hardcoded language strings throughout the module
- Fixed: Time display formatting during appointment updates
- Improved: Refactored appointment submission logic for better maintainability and debugging
- Improved: Removed legacy backend validation while maintaining security
- Improved: Maintained backward compatibility for existing appointment bookmarks and links

Version 1.3.1 – Minor Bug Fixes

- Fixed minor bug in installation and migration
- Fixed Booking form issue if no blocked days available
- Fixed database migration order - moved column checks after table creation
- Fixed invalid status migration from 'confirmed' to 'in-progress'
- Added table existence checks for all database operations

Version 1.3.0 – Major Upgrade

Services Management System

- Complete services management interface
- Multi-provider assignment with primary provider designation
- Default provider selection for each service
- Service-specific pricing, duration, and descriptions
- Buffer time configuration (before/after appointments)
- Color-coded service identification
- Service availability control for booking forms

Analytics & Reports Dashboard

- Comprehensive analytics dashboard with real-time statistics
- Advanced date range filtering (today, week, month, year, custom)
- Monthly appointment trends with visual charts
- Service popularity and performance metrics
- Staff performance tracking with completion rates

Direct Conversion System

- Create invoices from completed appointments
- Create tasks from appointments with context preservation
- Create leads from appointments with context preservation
- Streamlined workflow from appointment to business processes

Working Hours Management

- Company-wide schedule configuration
- Individual staff working hours override
- 15-minute interval precision
- Weekend and holiday management

Enhanced User Interface

- Completely redesigned dashboard with modern UI
- Improved appointment creation/editing forms
- Enhanced external booking form with service selection
- New appointment status management system
- Mobile-optimized responsive design

Improvements

- Optimized database structure with new tables for services and working hours
- Improved appointment status management with enum fields
- Enhanced data relationships and foreign key constraints
- Modular controller structure (Appointments, Services, Reports)
- Enhanced model layer with specialized service and report models
- Better error handling and validation
- Streamlined appointment booking workflow
- Improved provider selection interface

Removed Features

- Legacy callback functionality (streamlined focus on appointments)
- Outdated appointment type system (replaced with services)
- Legacy status fields (replaced with modern enum system)
- Deprecated working hours fields (moved to dedicated tables)

Migration & Compatibility

- Automatic data migration from v1.2.x to v1.3.0
- Backward compatibility for existing appointments
- Preserved calendar integrations and settings
- Maintained email template compatibility

Appointly – Version 1.2.6

- Fix: Services & Reports view permissions
- Fix: Menu items list minor issues fix and reorder
- Fix: Minor issues with permissions globally

Appointly - Perfex CRM Appointments