CiviAppointment is an extension for CiviCRM designed to enhance appointment scheduling and management for nonprofit organizations. It enables users to create, manage, and book various types of meetings with individuals, households, or organizations, streamlining scheduling processes and reducing the risk of overlapping events.
Key Features of CiviAppointment:
Appointment Creation and Management: Users can define different appointment types (e.g., online meetings, phone calls, scheduled visits) by specifying titles and descriptions. These types can be added, edited, enabled, or deleted as needed.
Slot Management: The extension allows users to create time slots for appointments, specifying details such as title, type, date, duration, and location. The system prevents the creation of overlapping slots, ensuring efficient scheduling.
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Booking Appointments: Users can book available slots for specific contacts directly from their profiles. The system checks for conflicts to prevent double bookings, ensuring that contacts are not scheduled for overlapping appointments.
Permissions and Access Control: Administrators can configure permissions to control access to various functionalities, such as viewing activities, editing contacts, and booking or canceling appointments. This ensures that users have appropriate access based on their roles.
With the release of CiviMobile 8.1.1, the CiviAppointment feature has been integrated into the mobile app, allowing users to manage appointments directly from their mobile devices. The "Appointments" tab in the app includes sections for "My Appointments" and "My Slots," enabling users to view, create, edit, and delete appointments on the go.
Overall, CiviAppointment enhances CiviCRM's functionality by providing a structured and efficient approach to scheduling and managing appointments, thereby improving organizational efficiency within nonprofit settings.
