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Appointments

The Appointments module in Flux CRM is built using Vue.js and provides a calendar-style interface for managing all appointments with customers. This feature helps staff schedule and track customer meetings, ensuring that all appointments are easily accessible and well-organized.

Structural Overview​

Frontend (Vue.js)​

The appointments are displayed in a calendar-style UI, allowing users to view all scheduled meetings in a clear and organized manner. Users can filter appointments by:

  • Location: Filter appointments by the location of the meeting or customer.
  • Date: View appointments on specific dates or within a date range.

Creating Appointments​

New appointments can be created directly through the calendar interface. When creating an appointment:

  • Link to Customer: Each appointment is directly linked to a customer, so it will automatically show up on the Contract Details Page for that customer.
  • Date and Time: Users can select the specific date and time for the appointment.

Integration with Gmail Calendar​

If the Gmail API is set up, the appointments module can sync with the Gmail calendar to:

  • Read Appointments: Import existing Gmail calendar appointments into the Flux CRM system.
  • Write Appointments: New appointments created in Flux CRM can be written into the linked Gmail calendar, ensuring synchronization between both platforms.

Appointments are periodically loaded from the Gmail calendar every minute (when a scheduler is set up) and added to the Flux CRM database. This allows the Gmail calendar app to be used simultaneously without interference, and the system ensures any new appointments created within Flux CRM are pushed to the Gmail calendar for synchronization.

Future Plans​

The long-term plan is to move away from the Gmail calendar entirely, with all appointments being fully integrated into Flux CRM. This will eliminate the need for external tools, providing a seamless in-app scheduling experience.