Appointly - Perfex CRM Appointments

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)

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