Calender

Last updated: november 28, 2019

Calender

As soon as you enter the Calender module, from dashboard you see the scheduled activities or the online appointments created.

From the right side, you can easily get to the view of the attendeeds and the responsibles of the activity. And to make the search more easier you can make use of the filters provided on top. This helps in easy accessing of required information.

Now if you go to the online appointments, you can create new online appointments.

Click CREATE to make new online appointments.

Under the Appointment create form you can give away the Appointment type for instance Schedule a demo.

Under Scheduling and Availability Tab,

You can set the duration of the appointment, duration to schedule the appointment before and not after, duration of cancelling of appointments.

Also one can set here the time zone where appointment takes place, reminders say- notification -15 mintues, Notification - 1 hours etc.

Location of the appointments, Assignation Methods- How employees will be assigned to meetings customers book on website.

Assignation methods can be either chosen by the customer or randomly assigned by people on calendars when they set up the meetings.

Down there, one can also add available employees, their working hours.

Under Slots Tab,

You can set here the time; the employee will be available for the meetings- say Monday at 9:00 hours.

Now when the employees click on the calenders on website, they will be actually able to schedule a meeting for that particular time.

Under the questions tab,

One can set up questions for the potential client or client to able to understand what you going to talk ahead of time for the meeting.

Upon clicking ADD A LINE button, you are navigated to a new window like below:

Here you can add the question say what is the name of your company?,

Secondly the question type( single line text/multi-line text/ drop down one answer),

And click on Required Answer if all these answers are required by you fo further correspondence.

Messages

Also one can send messages foe example you can give a message as appointment introduction, appoint confirmation.

The message is automatically sent across the client.

Enter all the desired elements and click save to mark changes.

One can see here the individual appointment link, that notifies about the process of schedules in meeting. This can be either sent via email or can be retrieved from website by the employee/user.

Via going to the Reporting tab of the calender module, one can see the Online Appointments or the All Appointments.

SYNC WITH GOOGLE

Odoo can be integrated with Google Calendar so that you can see and manage your meetings from both platforms.

To sync with google, go to Calendar> Configurations>Integrations.

Via clicking the tutorial button, you get with the steps of setting up in google.

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