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.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Website (website)
• Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1854 |
| Technical Name |
sh_appointments_website |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 16.0 13.0 11.0 17.0 15.0 12.0 14.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Website (website)
• Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1854 |
| Technical Name |
sh_appointments_website |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 16.0 13.0 11.0 17.0 15.0 12.0 14.0 |
Community
Enterprise
Odoo.sh
Appointment Management-Website
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.
Related Modules
Features
- 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.
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 kanban 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.
Tick Appointment Creation Group in order to create an appointment.
references tree view
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.
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 17.0.1 | Released on : 20th November 2023
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas).
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install additional libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- No, We do not provide any kind of exchange.
Multi-Languages
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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.
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