Website Appointment Customer Management and Integration with Calendar
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com
Odoo
$ 101.56
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Calendar (calendar)
• Sales (sale_management) • Website (website) • Discuss (mail) • Invoicing (account) |
| Lines of code | 687 |
| Technical Name |
appointment_management |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Calendar (calendar)
• Sales (sale_management) • Website (website) • Discuss (mail) • Invoicing (account) |
| Lines of code | 687 |
| Technical Name |
appointment_management |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Website Customer Appointment Management and Integration with Calendar
Efficient Customer Appointment Management with Calendar Integration
Boost Customer Experience with Odoo's Appointment Booking & Calendar Integration
Website-Based Customer Appointments with Odoo Calendar Integration
This module enables your customers and vendors to easily book appointments directly from your website. The seamless integration with Odoo's calendar meetings ensures that all appointments are automatically synchronized with the backend, allowing for efficient management and tracking. This feature simplifies scheduling, eliminates manual entry, and ensures that both your customers and your team stay on top of important meetings. Whether it's a consultation, service request, or any other interaction, this module streamlines the entire appointment booking process.
Keynotes:
- Online Appointment Booking: Customers and vendors can easily book appointments directly from the website, providing a convenient scheduling option.
- Seamless Integration with Odoo Calendar: The module automatically syncs booked appointments with the Odoo backend calendar, ensuring that all appointments are accurately tracked and managed.
- Customizable Time Slots: Administrators can configure available meeting slots for appointments, giving flexibility in scheduling.
- Real-Time Updates: Once an appointment is booked, real-time updates are reflected in the calendar, ensuring both the customer and the team are informed.
- Email Notifications: Automated email notifications are sent to both customers and appointees upon booking, confirming the scheduled appointments.
- Appointment Management: Administrators and appointees can view and manage all created appointments from the Odoo backend, streamlining appointment organization.
- Customer-Friendly Interface: The website interface is user-friendly, making it easy for customers to find and select available appointment slots with their preferred appointee.
Main Features:
Role for Sales Manager (Peter Parker):
1. Ability to configure meeting slots for appointments.
2. Option to mark the "Available for Appointment" field on the Appointee Form, making the appointee visible on the website booking form for customers to book appointments.
3. View and manage all meetings and appointments created in the system.
Role for Customer (Floyd Steward):
1. Customers can easily book appointments with the available appointee through the website.
2. Logged-in customers have the ability to create or schedule appointments with their preferred appointee.
3. Automatic email notifications sent to the appointee when an appointment is successfully booked by the customer.
Role for Appointee (Nicole Ford):
1. Appointees can view and manage the meetings or appointments created by customers.
2. Ability to organize and prepare for meetings with customers.
2. Facilitate communication between the appointee, customer, and team to ensure smooth coordination for the appointments.
Menu Available
Sales/Configuration/Meeting Slots
User Role Screenshots Example: Sales Manager, Customer, and Appointee
- Sales Manager: Peter Parker
- Customer: Floyd Steward
- Appointee: Nicole Ford
Edition Compatibility:
Enterprise Odoo.sh Community
Manager Login: Accessing the Dashboard as Peter Parker
Meeting Slots Configuration: Tree View Setup
Meeting Slots Configuration: Form View Setup
Configuring 'Available for Appointment' Field on Partner/Contact Form
This person/employee will be listed as an available appointee in the website appointment booking system, allowing customers to easily schedule appointments with them.
Customer Login: Accessing the System as Floyd Steward
Scheduling an Appointment via the Website
Only logged-in users, customers, or portal users are allowed to create an appointment.
Booking Success: Confirmation Message Details
Appointment Booking: Create Appointment Form on the Website
The reserved time slots will be displayed in red color on the selected date, making it easy to identify unavailable periods for appointments.
Email Notification Sent to Appointee Upon Customer Booking
Nicole Ford's Appointee Login Interface
Backend Meeting Creation: Automatically Generated via Appointment Booking
Enhanced Calendar Meetings Form: Displaying Additional Fields
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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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