Universal Appointments: Portal and Website v.18
The extension to the Universal Appointments app to schedule appointments on the Odoo website and in the Odoo portal. Online appointments. Online Bookings
Clear website bookings
Let portal partners and website visitors schedule an appointment through the configurable multi-step process of checkout and confirmation
Full-service management details
Publish resource types, resources, and services details in the portal and website
Customizable website and portal pages
Turn on/off optional layout elements. Introduce your own titles and welcome texts. Exclude booking steps
Portal control over reservations
Allow portal users to control planned and made reservations.
Universal website bookings
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Making a reservation through the Odoo portal/website represents the multi-step checkout process
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It starts with selecting a resource type. For example, "Beauty salon" or "Class A Cars". The step might be missed if there is a single published resource type for a current website
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Then, a client navigates over resources of the chosen type to pick one, a few, or applies any (all). For example, "Hair Dresser John Brown" or "Tesla 1234". The step will be missed if there is a single published resource, or when the chosen resource type assumes automatic allocation
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Afterward, a client chooses the desired service related to the selected resources. For example, "Makeup" or "Car Rent Class A". Users will not be forced to choose a service if there is a single published on this website for this resource
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Now a client is shown available time slots. The interface allows adopting time frames of search, changing the time zone, and choosing duration (for the services with manual duration). Each action results in slots' recalculation. Website visitors might be optionally allowed to book a few time slots for a chosen service (the multi-scheduling option)
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A time slot selection is required and can be not missed. As soon as prereservation is done, nobody else can book the same time period. Users have limited time to make confirmation after which prereservation will be canceled (the exact time is configurable)
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As the time slot is pre-reserved, optionally force the public (not logged-in users) to sign in, only offer to do so, or just let them enter their details
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Then, a client should introduce his/her contact details, a set of which might be changed per website. By default, the required ones are name and email. Portal (already registered) users would have those fields auto-populated. Optionally place here a checkbox to agree with the terms and conditions
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Optionally ask clients to confirm their email or mobile number. If the confirmation option is turned on, users would be obliged to insert received codes. In case a correct code is not introduced in time (the timer is set up on the configuration page), appointments would be canceled. If you selected SMS confirmation (the feature depends on Odoo SMS IAP) but your balance is not sufficient, a confirmation code would be forwarded by email
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As soon as all steps are done, a client receives a confirmation email and is redirected to the success page/new appointments(s) page. For not yet-registered users, the app offers to enter the password for the Odoo portal
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During the whole process, a client sees the progress bar (if you have not purposefully turned it off). The progress bar lets safely return to any previous step and back.
Configurable appointment pages
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Show/hide the progress bar. Introduce your own titles for progress steps
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Show/hide introduction blocks, images, and short descriptions for resource types, resources, and services
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Prepare your own Odoo website full details pages for resource types, resources, and services using Odoo's standard website builder. Show/hide links for those pages
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Show/hide timers for pre-reservation and confirmation
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Define filters and sortings for resource types, resources, and service steps
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Show/hide the terms and conditions link for portal/public users with your own text.
Portal control of reservations
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Clients control their appointments right in the Odoo portal
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Portal users observe the list of planned and done appointments and may check any of those
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The Odoo portal lets schedule new or repeat existing reservations, cancel or re-schedule planned appointments
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Each appointment portal page has a chatterbox that allows direct communication with the resource manager and other followers
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From the reservation page, users can also print a voucher, so appointment confirmation.
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
By your request, we will prepare an individual live preview database, where you would be able to apply any tests and check assumptions for 14 days.
Bug reporting
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests 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 in our to-do list.
Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
18.0.1.1.18
- The app is published to version 18.
17.0.1.1.18
- The search for resource types, resources, and services is fixed.
17.0.1.1.17
- The issue with importing the slug method is fixed.
17.0.1.1.16
- The appointment-finishing algorithm is optimized to avoid concurrent updates.
17.0.1.1.15
- The access to custom filters under public and portal users is fixed.
17.0.1.1.13
- The issue with incorrect images' appearance in portal chatters is fixed.
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