Description
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
