Online Appointments in Odoo 15 Website

Online Appointments

The Online Appointments menu available in the Odoo Website module allows you to schedule online appointments. This feature in Odoo will be very fruitful for managing business meetings and appointments. This feature provides the customers the privilege to book sessions with you. Please note that you should install the Appointment module from Odoo apps for getting the advantages of this feature. So that the highly integrative nature of this module brings this feature into the Website and Calendar module. When you click on the Online Appointments menu in the Website module, you will depict the Online Appointments window as shown below.

Odoo 15 Website Ecommerce

This window is designed to enlist and store all the already created online appointments. The system displays this window in both Kanban and List view. To start new online appointments, you can select the CREATE button. Then you will be navigated into the online appointments creation window, as shown in the screenshot below.

Odoo 15 Website Ecommerce

Here in this form, you can mention the appointment type in the specified field. Then you can enable or disable the Create Opportunities option based on your business requirements. If you enable this option, it will be helpful for creating new opportunities and assigning them to the responsible employee for each scheduled appointment.

Under the Scheduling tab, the Appointment Duration in hours can be specified. In the Schedule Appointment field, you can mention the details. You can say how many hours before you want to schedule an appointment. And also have the option for canceling appointments. So you can provide the time in hours in the Allow Cancelling field. The Time zone where appointments will take place can be given along with the location of the appointment.

Moreover, the Reminders can be set in the specified field. The Assignment Method field allows you to define how employees will be assigned to meetings customers book on your website. This can be set either Random or Chosen by the customer. Under the Available Employees section, you can add employees or staff details by clicking on the Add a line option.

Similarly, you can fill the fields in the Availability tab. You can enter the day and time of appointments. You can select the Day from the dropdown menu and also can mention the starting hour in the from field and the ending time in the To field.

Odoo 15 Website Ecommerce

If you want to ask questions to the participant while creating an appointment, you can define it under the Questions tab. To add questions, you can click on the Add a line button. Then you will get a pop-up window for creating questions.

Odoo 15 Website Ecommerce

Here you can mention the Question along with the Question Type. The system allows you to define the Question Type in different ways, such as Single-line text, Multiline text, Dropdown(one answer), Radio(one answer), and Checkboxes(multiple answers). Finally, in the Messages tab, you can describe the Appointment Introduction and the Appointment Confirmation in the given space. Once you complete all these steps, you can save the details. When you look at the top right corner of the window, you will depict the smart buttons according to the Odoo modules you installed in your system. Here you can view the Appointments and Go to Website buttons. When you click on the Go to Website button, you will navigate the website page as shown in the image below.

Odoo 15 Website Ecommerce

So far, we have been discussing the Online Appointment feature and the Odoo platform offers its users the Online Appointment as a separate module. We can discuss this module separately in detail later.



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