Appointly - Perfex CRM Appointments

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