Service Booking
for Perfex CRM
Add a public booking page to your Perfex CRM. Clients book services directly — no account needed, no external calendar tool. Full staff availability management, booking workflow and automated confirmations.
✓Public booking page • No login required • Automatic confirmationsUsed by consultants, agencies and service businesses across Europe.
Start Free TrialWatch DemoStop emailing about times. Start taking bookings.
Let clients book your services 24/7 through a branded public booking page. Pick service, pick time, confirm — everything lands in Perfex automatically as a scheduled appointment.
Complete online booking system inside Perfex. Multiple services, staff availability, time-slot management, automatic confirmations and reminder emails — with a public page that needs no client login.
Start Free TrialBuy NowView Demo- ✓Public booking page at /booking
- ✓Multiple services and durations
- ✓Staff availability management
- ✓No account required for clients
- ✓Automatic confirmation emails
- ✓Booking status workflow in Perfex
- ✓Customizable booking form fields
- ✓Calendar sync per staff member
- ✓Version history with instant rollback
Top Feature
Four ways to use Service Booking
- Multiple consultation types per staff
- Configurable slot length per service
- Buffer time between appointments
- Auto-block busy times in calendar
Consultation appointments
- Weekly and monthly recurring slots
- Client self-service rescheduling
- Automatic series confirmation emails
- Cancel entire series in one click
Recurring service bookings
- Assign services to specific staff
- Multiple offices or branches
- Staff-specific availability rules
- Location-based service visibility
Multi-staff and multi-location
- Clients see upcoming bookings
- Reschedule without contacting staff
- Cancel with cancellation policy
- Book follow-up appointments easily
Client self-service area
"We cut admin time in half after switching from Calendly. Bookings flow straight into Perfex as projects, and our staff dashboards finally show the full picture."
Calendly hands off leads. Service Booking hands off bookings.
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No public booking interface - --No staff availability calendar
- --No automatic confirmation emails
- --Manual data entry for each booking
Default Perfex
- ✓Public booking page included
- ✓Staff availability management
- ✓Automatic email workflow
- ✓Full booking history in Perfex
Service Booking
- --Booking data lives outside Perfex
- --Manual import to client records
- --Monthly subscription per staff
- --No connection to projects or invoices
Calendly / SimplyBook
"We cut admin time in half after switching from Calendly. Bookings flow straight into Perfex as projects, and our staff dashboards finally show the full picture."
Turn bookings into clients — automatically
- Consultancies with recurring meetings
- Service businesses taking appointments
- Agencies offering strategy sessions
- Medical, legal and wellness practices
Who is this module for?
- Bookings turn into clients automatically
- Support sees appointment history
- Invoices can reference specific bookings
- No duplicate data across systems
Why in-CRM booking matters
- Multi-staff availability management
- Customizable workflow per service
- Email templates with merge fields
- Reschedule and cancel self-service