Appointment Management-Website

by
Odoo

180.66

v 15.0 Third Party 2
Live Preview
Required Apps Website (website)
Invoicing (account)
Included Dependencies
Lines of code 1844
Technical Name sh_appointments_website
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 13.0 v 11.0 v 14.0 v 12.0
You bought this module and need support? Click here!
Required Apps Website (website)
Invoicing (account)
Included Dependencies
Lines of code 1844
Technical Name sh_appointments_website
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 13.0 v 11.0 v 14.0 v 12.0
logo
Community Enterprise Odoo.sh

Appointment Management-Website

heading

Currently, odoo does not provide any kind of module that can manage appointments on the website. If you have lots of appointments and you cannot manage it, So don't worry we have a solution, Customers can book appointment from odoo website, they need to fill important information and appointment will be booked, if customer does not sign in/sign up still it will create appointment for that customer we auto-creating partner or auto-selecting partner based on email id specified by customer, If customer already sign in than if they go to appointment page than we have auto-filled important information like addresses, name, email, phone, mobile, etc so they can easily keep as it is or they can change information and book appointment, it's quite fast forward for sign-in customers as they don't need to fill full form. Customers can see appointments and status from my account portal. Customers can chat/message or share attachment inside the appointment. Customers can see the status of the appointment as well. Customers can see invoices of appointments as well from my account portal. Cheers!

For example, if you have service base company like your company provide any kind of repairmen (plumbing, mechanic, labor worker,) and any kind of helper, The customer call to your appointee/admin for service as per his requirement, your appointee will appoint the customer with all details like customer address, contact No, customer residence location(if possible), which type of service required and customer note/comment (If customer is regular then you can add that notes or requirement direct in customer note at create customer or even after, when you create appointment for that customer note will be added automatically) on service, etc, your The appointee will give the customer the date and timeslot.

This module helps to manage an appointment in the following services.

Salon at Home :Using this module you can manage your salon appointment. Suppose any customer call for appointment, and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note on your service, your appointee will give a time slot to customer like (11:00 AM to 1:00 PM), After service is done you will give invoice to customer.

Mechanic : If you provide a mechanic at the instant as soon as possible in an emergency(anywhere in the country or state). Using this module you can manage your Instant Mechanical service appointment. Suppose any customer call for Instant Mechanical help, and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note on your service, your appointee will give a time slot to customer like (11:00 AM to 1:00 PM), After service is done you can give invoice to customer.

Electritian : Suppose your company provides electrical item repair(Fan, lights, switches, etc.) service, it will quite difficult to manage appointments. So you can manage your all appointments with its exact location using this module like, Suppose any customer call for electrician, and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note on your service, your appointee will give a time slot to customer like (11:00 AM to 1:00 PM), After service is done you can give invoice to customer.

Plumbing : If you provide a plumbing service at home. Using this module you can manage your plumbing service appointment. Suppose any customer call for plumbing service(leakage of faucet, drainage, shower) help, and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note on your service, your appointee will give a time slot to customer like (11:00 AM to 1:00 PM), After service is done you can give invoice to customer.

Carpentry : If your company provides a Carpentry service at home. Using this module you can manager your carpentry service appointment. Suppose any customer call for furniture repair service(new furniture, repairing of drawer, door, windows etc) help, and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note(need to repairman for fix window, door, drawer, cupboard) on your service, your appointee will give a time slot to customer like (11:00 AM to 1:00 PM), After service is done you can give invoice to customer.

Computer Repair : If your company provides the Computer service at home. Using this module you can manage your appointment for computer service at home. Suppose any customer call for repairing a computer(formating, hardware, software problem etc), and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note/comment(need to repair hardware, software problem) on your service, your appointee will give a time slot to customer like (11:00 AM to 1:00 PM), After service is done you can give invoice to customer.

Packers Movers : If your company provides a Courier service or packer movers. Using this module you can manage your customer requirement of the move of packers. Suppose any customer call for move some packets or some stuffs, and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note/comment(What is the place to post), your appointee will give a time slot to customer like (11:00 AM to 1:00 PM) for delivered your packets or stuff at that place, After service/delivery is done you can give invoice to customer.

Renovation/Refurbishment : If your company work for renovation/refurbishment of home/tower/palaces/building/office. Using this module you can easily manage all service requirements from the customer like renovation, refurbishment, retrofitting. Suppose any customer call for renovation/refurbishment, and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note/comment(What do they have to renovate/refurbishment/renovate), your appointee will give a time slot to customer like (2 or 3 days) for renovating, After service/delivery is done you can give invoice to customer.

Home Appliances : If your company provides home appliances item repair(Fan, lights, switches, etc.) services at home and difficult to manage all appointments or details of a customer for services? So you can manage all this thing using this module. Suppose any customer call for repairing any kind of home appliances (air conditioner, fridge, tv, induction, heater, washing machine etc) and your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note(What to repair like fridge, air conditioner,heater, tv, washing machine) on your service, your appointee will give a time slot to customer like (11:00 AM to 2:00 PM), After service is done you can give invoice to customer.

Home Services : If your company provides pest control/home cleaning and difficult to manage all appointments or details of a customer for services? So you can manage all this thing using this module. Suppose any customer call for pest control/home cleaning/personal homecare etc, your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note(which type of home services required like babysitting, home cleaning, pest control, gardener, driver, food preparer, etc), your appointee will give a time slot to customer like (11:00 AM to 2:00 PM), After service is done you can give invoice to customer.

Event Management/Planning : If your company provides service for an event management/planning and difficult to manage all appointments or details of a customer for services? So you can manage all this thing using this module. Suppose any customer call for Event management,wedding planning,birthday party organization,fresher party, etc, your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note(which place to keep for part, wedding, meeting, event, etc), your appointee will give a time slot to customer like (11:00 AM to 2:00 PM), After service is done you can give invoice to customer.

Doctor : If your hospital provides service like a doctor at home and difficult to manage all appointments or details of a customer for services? So you can manage all this thing using this module. Suppose any customer call for doctor help(like physiotherapist, orthopedic, psychiatrist etc) your admin/appointee will take all the details of customer like name, address, live location(if possible), and customer note(which doctor you need, symptoms of diseases), your appointee will give a time slot to customer like (11:00 AM to 2:00 PM), After service is done you can give invoice to customer.

Features

heading
  • You can restrict to book the same slot at multiple times.
  • Easy to book an appointment from website visitors, users can also book appointments who didn't sign up & sign in at the portal.
  • You can write comments, send messages and attach files in the chatter.
  • Register users can book appointments with predefined features.
  • You can add an appointment with its exact meeting/visiting location.
  • You can also see the appointment in the calendar view.
  • You can add a contact with references.
  • You can trace the user/technician with his live location.
  • In appointment client note auto-fill from customer's 'client note'(If a customer has client note).
  • Suppose any regular customer has the same requirement all time than you can add that note in customer's 'client note' at customer create time or even after.
  • Easy to add product or charges in an appointment when you create it, it will auto-fill in invoice line when you can create an invoice.
  • This module allows you to schedule an appointment and manage your customers and clients in Odoo.
  • Users can provide a Date and Timeslot to the customer after booking an appointment.
  • Easy to create Timeslots and assign to the Appointees.
  • You can filter an appointment by its state like waiting, confirmed, done, etc.
  • Appointment Status is maintained on each action taken.
  • Easy to install and use it with no other configuration required.
  • This app is compatible with Odoo's Multi-Company/Multi-Website Feature.

Tick the "Restrict Same Slot" group to restrict booking the same slot.


It shows a warning when you book the same slot.


In the appointment, you can book your appointment without sign in.


After the press button "Book Appointment" it shows the message like below.


That appointment looks like below.


In the appointment, go to appointments that list view looks like below.


The appointment form view looks like below.


In the appointment, if you book your appointment with sign in than some details are filled automatically, If you press "Book Appointment" and any field is empty it shows the warning.


In my account(portal) select "Appointments".


The appointment list view looks like below.


After clicking on the appointment, it shows the form view. Here in the chatter, you can write comments and upload files and press the "Send" button.


You can see comments, send message and attachments in the form view.


Tick the "Restrict Same Slot" group to restrict booking the same slot.


It shows a warning when you book the same slot.


How its work!


Tick Appointment Creation Group in order to create an appointment.


Reference, Fax and Client Note fields in Contacts Form.


Define Appointment Slot here. (If your time slot in between 8 am to 9:30 am so you can add from:800, To:930. If your time slot in between 1 pm to 2:30 pm so you can add From:1300, To:1430).


Appointee tree view and data filter by internal and inactive users.


Create Appointee and latitude and longitude field for live locationCreate Appointee and latitude and longitude field for live location


Define contact references here.


Appointment Calendar View.


When you click on a particular date and time in the calendar view, an appointment will be made for that date and time (Open popup window of appointment form view).


Open popup window of the appointment form view.


Appointment Kanban View with the status of appointment.


Appointment tree view and Filters.


Appointment group by the customer, status, slot, request date, etc.


Appointment form view, appointment state, and action button.


In Appointment, you can add a product or charger in the "charges" tab.


After confirming the Appointment you can easily create an invoice.


In the invoice, you can see Appointee name and appointment reference No, invoice line auto-fill from appointment charges line.


Invoice smart button in Appointment form View.


In Contacts, Log note in chatter creates when appointment created, also you can easily open invoice/appointment from chatter.


'Appointment' Smart Button in Contacts form view.

Version 15.0.1 | Released on : 10 October 2021

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, This app is compatible with Odoo's Multi-Company/Multi-Website Feature.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.

Multi-Languages

heading
We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.

english germany arab spanish Chinese French

You May Also Like

heading

Most Demanded Apps

heading
Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.
The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.