Universal Appointments and Time Reservations v.14
The tool for time-based service management from booking appointment to sale and reviews
This is an Odoo full-featured app to administrate, to control, and to improve service management workflow. The tool let you organize flawless time reservations, control fulfillment, evaluate customer satisfaction, sale and upsell goods in almost any industry. With all options installed the tool represents structured e-shop for your services.
Flexible module setup allows to reflect specifics of your business or even multiple businesses: automate resources distribution or let select those; have predefined appointment duration or let choose it manually; show or hide prices; apply booking restrictions or grant full freedom. Apply own settings to automate provision of your services.
Innovative backend scheduling
Universal website bookings
Structured service management
Sale and upsell services
Flexible configuration: universal appointment application
The tool introduces an own user rights system to make sure business data is secured. For backend users there are 2 groups which are allowed to work with appointments: "Appointments: Only Own" and "Appointments: Administrator"
Appointments admins are allowed to manage all settings and update any appointment-related objects of their company(s)
The 'only own' group has limitations and its users has rights: (a) only to read resource types and services; (b) to observe only resources, in which they are responsible managers or which do not have such managers at all; (c) to create and to update appointments related to resources which they can observe
Portal and website security is managed independently
Resource types, resources, and services should be website published in order to become available for selection for both public and portal visitors
Any website visitor might schedule appointment and access resources / services without registration if you turned the option "Business appointments on website"
Portal users have the same rights even if the latter option is not turned on, but you switched the option "Business appointments in portal".
Custom attributes' creation does not require any technical knowledge. In order to show a new property, just add a new field and enter details
The tool let prepare new fields for resource types, resources, services, and reservations
It is possible to add custom fields of the following types: single line text (char), simple text without formatting (text), rich text (HTML-formatted text), integer or float numbers, drop-down choice with your own options (selection), checkbox (boolean), date or date and time, binary (a file to upload), reference to another Odoo document (e.g. for a sale order, contact; many2one)
The tool let you comfortably select an interface position of a custom field from a closed list of options. Optionally you may select also portal / website position to make properties visible for public users
For website booking process it is possible to force users select custom appointment details
Have different resource fields depending on resource type (for example, dentists details differ from car details).
Configuration and Installation Tips for Universal Appointments and Time Reservations Odoo v.14
Frequently Asked Questions about Universal Appointments and Time Reservations Odoo v.14
The tool already does it automatically for you:
if there is a single published resource type, the first step would not be shown;
if resource allocation method is automatic or there is a single published resource, the second step would be missed;
if there is a single published service for chosen resource type / resources, then the third step would be missed.
The only step which should be configured is the confirmation page: you may turn it on /off on the configuration page.
You are welcome to customize those. Please find templates under the menus Configuration > Notifications > Email Templates and SMS Templates.
Besides, you may apply different templates for different resource types. Have a look at any resource type > Notifications.
According to the current Odoo Apps Store policies:
- every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.
- starting from the version 13.0, every version of the module should be purchased separately.
- disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.
Take into account that Odoo Tools team does not control those policies. By all questions please contact the Odoo Apps Store representatives directly.
The easiest approach is to use the Odoo store built-in workflow:
1. Open the module’s page and click the button Deploy on odoo.sh
2. After that, you will be redirected to the GitHub page. Login to your account and click ‘Create a new repo’ or use the existing one. Please, make sure, that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project
3. Then, go to odoo.sh and click on the deploy button, submit the decision in the pop-up window and click ‘Continue’. The action will trigger the installation process.
These steps would install the app for your project production branch. If you wanted to deploy the apps for other branches or update the module, you should undertake the following actions:
1. Upload the source code for the app from the Odoo store
2. Commit the module to a required GitHub repository. Make sure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions
3. Deploy a target branch of the odoo.sh project or wait until it is automatically built if your settings assume that.
Unzip source code of purchased tools in one of your Odoo add-ons directory
Re-start the Odoo server
Turn on the developer mode (technical settings)
Update the apps' list (the apps' menu)
Find the app and push the button 'Install'
Follow the guidelines on the app's page if those exist.
Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.
Regretfully, we do not have a technical possibility to provide individual prices.
Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.
No, third party apps can not be used on Odoo Online.
Red / orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.
So, first of all, please check deployed database features. Does everything work correctly?
If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).
Odoo demonstration databases (live previews)
For this app we might provide a free personalized demo database.
By your request we will prepare an individual live preview database, where you would be able to apply any tests and to check assumptions during 14 days.
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.
Please include in your request as many details as possible: screen shots, Odoo server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).
Public features request and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those into our to-do list.
Such to-do list is processed on a regular basis and does not assume extra fees. Altough we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
New features and extra Odoo services (individual development)
Each of our apps might be customized and extended to suit your specific requirements.
Our customization team fulfills not only such jobs but it also provides a full range of Odoo services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.
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