Hi,
The Frappe CRM has the journey from Lead to Deal to Quotation.
Is there a way to Schedule Appointments, View All Scheduled Appointments within Frappe CRM?
Hello,
Frappe CRM covers the commercial journey very well (leads, opportunities, deals and quotations), but it does not include a native appointment/consultation scheduling module.
What exists today:
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The Event DocType, which can be used to create meetings or basic appointments.
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Events can be linked to Leads, Customers or Opportunities.
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Events can be viewed in Calendar View, but this is still generic (no consultation workflow, statuses, check-in, or service logic).
So, for simple scheduling (meetings, visits, calls), Events are enough.
For real consultation scheduling (clinics, services, appointments), customization is required.
Possible solution
It is possible to create a custom module for this, fully integrated with Frappe CRM, for example:
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A custom Appointment / Consultation DocType
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Fields such as date, time, duration, assigned user, service type, status
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Calendar view dedicated to consultations
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Linking appointments to Leads, Customers or Deals
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Permissions so each user sees only their own schedule
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Optional notifications (email or WhatsApp)
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Reports to view all scheduled consultations by day, user or status
If needed, this module can also be integrated with external systems (website booking, WhatsApp bots, or other scheduling tools).
If this is something you’re considering, I’d be happy to help or build a module that fits your use case.