Introduction to Appointly – Djaboo Appointment Module

Appointly adapts perfectly to any type of appointment with the possibility of integrating a form on your websites. #

Appointly is a module Djaboo which allows you to schedule appointments on your CRM and from an external form and easily manage your appointments. The module is also designed to quickly create appointments to facilitate your communication with your contacts and you can also include staff as participants. , subject, description, date and time and many other features. 

Appointly offers users to add an appointment request form to any of your websites and customers can directly request an appointment.

Appointments can be created with a specific start time and location with the option to include an internal, external or manager contact and also include staff as attendees. The module is flexible with a simple and nice design and easy to use. 

It provides options as the external form can be embedded on any website, internal, internal contact, external contact, lead, email and SMS notifications , name, email, location, approve appointment, cancel appointment (reason), confirm as done and many more more features to come.

Appointly also includes additional option remindersthis is a new feature in Appointly where external or internal customers can request a callback from your company, as not all customers are located in the same country we operate in. Reminders can be managed by administrators or the person responsible for reminders. To manage individual reminders and take notes. This option can be enabled/disabled according to your needs. Custom fields, email tracking and comments are also available for appointments from version 1.1.4, which also supports live notifications and email templates.

Features #

• Google Calendar API
• Request a call back
• RECALLS
• Assigned reminders
• Reminder Notes
• Custom fields
• Email Tracking
• Convert to Task (can be linked to project, invoice, customer, estimate, contract, ticket, expense, lead and proposal)
• Convert to lead
• Date Feedacks. Customers whose appointments have ended can add a rating and comment. Staff can ask for feedback.
• Embed the form (iFrame) to one of your websites (can be added to multiple websites)
• Staff Permissions (View-Global, View-Owner, Edit, Delete)
• Live push notifications (reminders, new appointment, canceled appointment, cancellation request, update, feedback notifications, reminder notifications)
• Dashboard widget
• Google Calendar API
• Synchronization of today's appointment calendar
• Option to modify the appointment
• Option to delete an appointment
• Possibility to cancel the appointment
• Option set default table filter
• Option allows customers to book appointments online or before online
• Calendar type events
• Appointment Notes
• Types of appointments
• Calendar-style color events in the staff and client area
• Appointment booking directly from the customer area
• Overview of appointments
• Separate general appointment view for client External public client URL (hashed and unique)
• Separate appointment overview for internal staff Participant private CRM URL
• Assign multiple staff attendees
• Internal appointment (contacts)
• Internal appointment (responsible)
• External appointment
• External iframe form (Contact)
• SMS notifications and notification reminders
• Email notifications and email reminders
• Reminder notices
• Send an early reminder
• Access logs
• Postpone an appointment (Mark as in progress)
• Email templates
  • Appointment approved for (staff and participants)
  • Appointment canceled for (staff and participants)
  • Appointment approved for (Contact)
  • Appointment canceled at (Contact)
  • Appointment reminder to (staff and attendees)
  • Appointment reminder at (Contact)
  • Reminders assigned to (personal)
  • New reminder to (personal)
  • Feedback received at (staff)
  • Comments updated for (staff)
• SMS templates
  • Note: Make sure that all your SMS templates in Settings->Configuration->SMS are filled with content as shown in the example below or SMS will not be sent if your SMS templates are empty.
  • Appointment approved for (Contact)
  • Appointment canceled at (Contact)
  • Appointment reminder at (Contact)
• Dashboard Today's Appointments Widget
  • Add today's appointments widget to your dashboard
• All your appointments are displayed and synchronized with your calendar
  • Appointment directly opened from the calendar
  • Colorful calendar events
• Flexible manipulation of date and time
  • Loaded times and dates indicator
  • Also available in external form
• Email and SMS notifications:
  • Send email and SMS notifications to contacts/attendees when creating, approving or modifying an existing appointment
  • Email templates for appointments (ready to translate)
  • Personalized content and topic
  • Custom fields
  • Comments
  • RECALLS
  • Custom admin email and SMS templates
  • Confirmation of appointment
  • Appointment cancellation
  • HTML content via TinyMCE editor in email templates
  • Custom statuses for different appointment statuses: pending, approved, cancelled, confirmed, upcoming
  • Template merge fields, in SMS and email templates
  • Action Hooks
• Array filters
  • All
  • Approved
  • Not approved
  • Canceled
  • Fini
• Live Search, Live Lead Search
• Source: eg. Internal (Contact) / External / Lead (Can be marked as External from Inside CRM or External Contact from any website you have added Onboarding Appointment Form)
• Appointment due date pointers
• Busy appointment date pointers (can be disabled)

Further information #

• When a new appointment is created from outside the external form (iFrame), if you have not selected any attendees and click Approve Appointment, you will be set as the default appointment attendee. An approval notification will be sent to all participants and contacts.
• If you edit an existing external appointment and edit the current contact, when a new contact is added, an email and SMS will be sent to the newly added contact, even if staff attendees are added, they will also receive notices.
• The date and time are automatically retrieved directly from your CRM configuration in Configuration->Settings->Location
• The appointment can be created internally from the CRM.
  • Internal (responsible)
  • Internal (Contact)
  • External (contact)
• External appointment
  • External customer from the onboarding form added to one of your websites. See in Settings->Configuration->Appointment
• Adding an action hook to the external form, this is (optional)

Google Calendar Setup Guide #

Find out how here

Connecting to the Google Calendar API #

First navigate in your CRM to Configuration->Settings->Appointments and fill in the fields Google Calendar API Client ID et Google Calendar API secret and click Save. You can now click on Appointments and Dashboard in your sidebar menu.

After clicking Sign In in your appointments dashboard, if you have configured your Google calendar correctly and inserted your credentials correctly, you should get something like this. A new pop-up window will appear to choose your Google account to which you will grant access to the application.

After selecting your account, you will likely see a message ” This app is unverified " it is your responsibility to ensure that the project/application you have created is verified , you can click here to learn more how to verify your application, if not click on Advanced and  on [App Name] (not secure) just to test this feature for your own account.

Le verification process  is clearly explained by Google and all the steps to verify your app, as Djaboo does not hold any data for your business, you will need to verify it yourself as you will be using the Google Calendar API .

You are done and ready to use the Google Calendar API, congratulations.

Some additional information to consider #

By default, Google Calendar events are pulled from the last 12 months starting with the current month.

1. After creating an appointment and syncing it with your Google Calendar events in the appointments dashboard, a small Google icon will appear. Note that each user who has synced their appointment with google will only be able to access this link, the links will only be shown to the user who added/created the meeting. If an appointment is submitted through an external form when the responsible person clicks edit appointment and saves the appointment, the appointment will automatically be added to your Google calendar events if checked.

2. If you want to remove your verified app from your browser or if you have problem connecting with Google Calendar API, open https://myaccount.google.com/u/0/permissions and delete your added app and you can sync again. This can happen if you recently changed your Gmail password or deleted your app from Google Apps and then logged in from another PC or if you haven't been active for 6 months.

Known errors: { “error”: “invalid_grant”, “error_description”: “The token has expired or been revoked.” } . On this subject, refer to No. 1