This is an Odoo full-featured app to administrate, control, and improve service management workflow. The tool lets 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 a structured e-shop for your services.

A flexible module setup allows reflecting specifics of your business or even multiple businesses. There are 3 core objects that together help to reflect the company's workflows. These are Resource Types, Resources, and Services. Each object introduces certain settings for the flexible reservation process. Set up the structure of resources and services to reflect your company's workflows. Assign specialists and equipment manually or automatically. Flexibly manage appointment duration rules.

The module has a convenient backend menu, from which the appointment managers can create a new reservation in just a few clicks. The module's convenient single-view interface allows both: booking appointments right from the calendar and navigating through the appointments

The appointment scheduler allows making a new reservation in a few clicks. It is quick and simple but with full control over potential intersections.  

The algorithm of the module allows making sure that only vacant time slots will be available for booking. The vacant slots for appointments are automatically generated based on working calendars, service peculiarities, and specifics of managed businesses.  

Apply popup alarms, add success emails, and prepare SMS reminders to make sure the clients will not forget or miss an appointment.

Automatically request client reviews upon completion of the reservation and see. Collect the rating and check the quality of provided services.

The module provides a convenient menu to track and analyze the provided appointments through the appointments' report view. Choose a measure for the analysis.

It is possible to let portal partners and website visitors schedule an appointment through the configurable multi-step process of checkout and confirmation ().

Customize the way the appointments wizard is seen on the website. Turn on/off optional layout elements on the website. Introduce your own titles and welcome texts. Exclude booking steps ().

Generate a sale order automatically as soon as an appointment is scheduled. The resulting sale order can be either a draft (can be changed), automatically confirmed (cannot be changed), or sent quotation (ready to accept and pay) ().

Boost revenues by upselling accessories. If configured, Odoo will show the popup with suggested products for backend managers ()/website clients () immediately after reserving a time slot.

Appointment resources might be linked with employees. This way the calendar of the employee, his/her meetings, and own leaves will be used to generate the available time slots ().

Introduce custom fields for reservations, resource types, resources, and services (). You can place your custom fields in the backend on the appointments/resource types/resources and services cards, or make custom properties of resource types, resources, and services visible on the website ()

The app is configurable for multi companies and for multi-website environments.

There are 3 core objects that together help to reflect the company's workflows. These are Resource Types, Resources, and Services. The layers have the following hierarchy: Resource Types > Resources > Services.

Each object introduces certain settings for the flexible reservation process.

The decision on what to consider as resource types, resources, and services is completely up to you. Such an approach lets you reflect on almost any service business.

The tool does not force you to have multiple instances for each layer. In simple cases, there might be just a single representative for each step. For example, Lawyers (Resource Type) – Attorney Chris Black (Resource) – Consultation (Service).

If there is a single option, the app will reflect that by simplifying appointment scheduling. Therefore, steps without actual choice are auto missed. For example, Layers (Resource Type) – Consultation (Service).

Resource type – is a core object that sets the specifics of the business and stores the related to the business settings. It also keeps information about related services and resources. This way, you can distinguish one group of services and resources from the other. For example, resource types might be particular businesses you manage ('Beauty Salon', 'Dental clinic', 'Hairdressers') or you can assign different addresses of the business as resource types.

Another approach is to consider a resource type as a group of particular resources. For example, if you have a car rental business, the cars may be divided into classes 'class B cars' and 'class C cars'.

Resource types contain main settings of how to organize service provision: how to allocate resources, how to calculate appointment total price, what are time restrictions, which services are possible, etc.

To create a resource type:

1. Open the module Appointments

2. Go to the tab Resources > Resource Types

3. Click 'Create'

4. Add a reference and optionally add the picture (It might also be visible on the website )

5. Choose a service method 

Assign a particular service to be chosen automatically to skip the step services ('Service is always the same for all resources and appointments') or let users choose a service from the variety of them ('Service should be selected for resources and for appointment'). For example, if you provide the cars for rent, then there may be no choice of the service and it is always a 'Car Rent'. Or you can use different types of cars as services and in this case, let the clients choose the one they want, for example, 'Premium car rent', 'Electrocar rent', etc.

6. Choose the available services

Choose the services that will be associated with the resource type. One service may relate to several resource types. For example, in a Language school, the available services may be: Lesson, Consultation.

7. Choose a resource selection (see Resource Allocation)

Let users choose the resource ('Manual'), or automatically assign the resource ('Automatic'). For example, if you have a language school you may let clients choose the teacher or assign a teacher automatically.

8. Choose the resource allocation method (see Resource Allocation)

If you have chosen to automatically assign the resource, then choose the way the distribution will be decided. To spread the appointments equally, keeping in mind the resource duration, choose to distribute resources by the option 'Resource workload'. For example, it is useful if you have a dental clinic and want all dentists to have equal actual working time.

To spread the resources equally, based on the number of appointments, choose the option 'By appointments number'. For example, it is useful when you have a language school, where the lessons have a fixed time and you want the teachers to have an equal number of lessons.

To distribute resources on a queue basis, choose the option 'By order'. For example, it is useful if you have a car rental, and it doesn't matter which car is chosen for the appointment.

9. Choose how the total price will be calculated () (see Configuring Pricing Methods)

Choose the option 'Planned duration', when the appointment's time and the price is fixed. For example, a lesson in a language school.

Choose the option 'Tracked Duration' () if the time of the appointment may change and therefore only the price for the actual duration should be charged. For example, booking a room in a hotel with the possibility to extend the time of stay.

Choose the option 'Units', when the total price for the appointment equals the product's price. For example, a tour in a travel agency.

10. Set Time Requirements (see Time Requirements)

Set the time, at which it is possible to book an appointment. A user will not be able to book an appointment if before the appointment is left less time than is set in the line 'Reservation should be done in'. For example, allow booking a hotel room no later than 7 days before the appointment.

A user will not be able to book an appointment if the time before the appointment exceeds the time set in the line 'Reservation should not be done after'. For example, allow booking a lesson no earlier than a month before the appointment.

Set time, for which a user can cancel an appointment in the line 'Portal: Cancellation/Re-Schedule might be done in'. Set the time as 0, to forbid cancellation. For example, forbid canceling or re-scheduling a tour 15 days before the booked time.

11. Optionally, in the tab settings tick the box Calendar Events as Busy Time (see Meetings Calendar)

If the option is checked, then for periods when a responsible user has meetings (i.e., events assumed by the Odoo calendar), appointment booking will not be possible. For example, if we have a resource 'Room 5' with the teacher as a responsible user Anita Oliver, then the time, when the user has meetings will not be available for booking.

If the resource is set as Human (), then the working calendar of the employee is used to generate available time slots. And, if the option 'Calendar Events as Busy Time' is turned on, then the meetings of the employee are also considered. For example, the teacher Anita Oliver (both resource and responsible) has a meeting on Thursday at 4 pm on her calendar, that's why this time is not available for the lesson.

12. Optionally, in the tab settings, tick the box Appointments Customer Rating (see Appointments Rating)

If the option is turned on, then the rating request will be sent when an appointment is marked done.

13. If you work in a multicompany environment, in the line 'Company', choose the related one (see Multicompanies & Multiwebsites)

14. Optionally, in the tab 'Notifications', select 'Success Email' and 'Rating Email' templates.

A 'Success Email' will be sent to the client as confirmation of the appointment (see Appointments Discussion).

A 'Rating Email' will be sent to the client to get feedback after the appointment (see Appointments Rating).

15. Optionally, in the tab 'Notifications', set the default alarms (see Notifications)

Define who to notify: a responsible manager, external followers (clients), internal followers, or all followers. Keep in mind that pop-up alarms are only available for back-end users. 

16. In the 'Description' tab, add the description to the Resource type

If the option 'Show types full details pages' () is turned on, then the description is shown on the full resource type page (the page might be edited on the website (see Portal and Website: Customization & Settings)) and in the selection of the website booking wizard (if not hidden by ticking the option 'Do not show website full description' in the tab Website on the resource type's card).

17*. Select the website, on which the resource type will be visible and optionally tick the box 'Do not show website full description' to make the description invisible on the website () (see Multicompanies & Multiwebsites).

18. Click 'Save'.

If you open the resource types' menu, you will find the list of the resource types. If you work in multicompany environment, then, here you will see only the resource types related to your company or to the companies selected in the systray, if you have the access to several companies (see Multicompanies & Multiwebsites).

On the resource type's card, you will see the list of its services, the total number of booked appointments, the number of resources, and rating.

Click on the three dots in the top right corner and choose 'Edit' to be redirected straight to the editing wizard. Click 'Delete' to delete the resource type. Here you can also choose the color to mark the resource type.

With the help of the search bar, you can find the resource type by the matches in the name or description and by the related resource and service.

Filter or group the resource types by way of resource distribution or by the service method to find the related ones quickly. When you group the resource types in the kanban view, you can also change the resource types settings by drag&drop.

Select multiple resource types in the list view to export, (un)archive, delete, and (un)publish () them.

If you open a Resource type, in the top right corner you can find functional buttons.

The first button is 'Appointments'. After making some appointments related to the resource type, on this button, you will see the total number of such appointments. Click on it and you will be redirected to the appointments calendar with the appointments filtered by this resource type.

The second button is 'Resources'. After creating some resources related to the resource type, on this button, you will see the number of such resources. Click on it and you will be redirected to the resource menu with the resources searched by this resource type.

If you tick the option 'Appointments Customer Rating' and receive feedback from clients, then the next button you see is the rating button, which shows the satisfaction in percentage. Click on it and you will be redirected to the menu 'Resource Types Rating', where you will see the chosen emoji and the information about it, including the client and the appointment of each rate.

If you have the module Universal Appointments: Portal and Website () installed, then on the resource type card, you also see the button 'Publish/Unpublished' to make the resource type available/unavailable for booking from the website.

Below is the created resource type, you will find a message thread, where you can discuss the resource type with colleagues, leave log notes, schedule activities, and add attachments. Follow the resource type and add the resource type followers to get the information about it, its resources, and new/rescheduled/canceled appointments timely (if you have set the 'Default Alarms' in the 'Notifications' tab for 'Internal followers' or 'All followers') (see Notifications).

Here you will find the list of resource type examples related to different business types:  

The module can be used in various types of business. Here you will find examples of some business structures, that can be created with the help of our module.

Dental clinics network:

Resource Type: Dental Clinic New York, Dental Clinic Chicago.

Resources: Anita Oliver (New York), Ernest Reed (Chicago) ().

Services: Tooth Stopping, Surgery.

Language school:

Resource Type: English, German.

Resources: Doris Cole (English), Sharlene Rhodes (English), Paul Williams (German) ().

Services: Lesson, Consultation.

Car rent:

Resource Type: Class A, Class B, Class C.

Resources: various cars.

Services: Class A (car rent class A), Class B (car rent class B), Class C (car rent class C) (a single service specific for each class).

Hotel:

Resource Type: Single room, Double room.

Resources: Single room with balcony (Single room), Single room without balcony (Single room), Double room with balcony (Double room), Double room without balcony (Double room).

Services: Room (a service can be single if the price for the rooms is the same or you don't need to calculate the price while booking ()).

Travel agency:

Resource Type: UAE, Turkey.

Resources: various placement options (the price should be managed on the service level ).

Services: various Tours.

Keep in mind, that a single time slot can be booked only once. So, in this case after the user books a day, the related resource will not be available for other users on this day. So, the example above might be used to sell the group tours only.

Otherwise, if you need to make one timeslot available for multiple bookings, you need to create as many resources as there are places in each tour (see the example Car Rent). 

On the service card, it is possible to specify the additional resources to provide the service. Then, when booking (both in the backend and in the portal), the system will take into account calendars not only of the main resource but also of the additional ones. In order, for the time slot to be available for booking, both the main and the additional resources should be free. For example, in our language school, we have human resources (teachers). For the service 'Lesson', also another resource is required – 'Room'. When the room and/or teacher is busy, it isn't possible to book a lesson.

A single resource can serve both as the main one and as an additional resource for another one. If the main resource is already booked for a particular time, then it cannot serve as an additional one at this time and vice versa. For example, the resource 'Room' is the main resource for the resource type 'Rent'. If it is booked, then that time becomes unavailable for booking the lesson as well.

To assign extra resources to provide a service:

1. Start creating or editing a service

2. In the tab 'Settings', find the section 'Extra Resources Required'

3. Click 'Add a line'

4. Optionally, write the reference, to explain what the line stands for

5. Optionally, choose the resource type/types alternatively

6. Optionally, choose the resource/resources alternatively

7. Optionally, choose one more required resource by adding another line (rule)

8. Click 'Save'

When there are several resources to choose from, but you need only one of them to provide a service add them in one line. When you choose a resource type in the table, then one of its resources will be used as an additional one, upon booking the service. If several resource types are selected in a single line, then one of the related resources will be used as an additional one, upon booking the service. For example, for the service Tooth Stooping, we also need a room. Add extra resources 'Room 1' and 'Room 2'. Then, upon scheduling an appointment, one of them will be also booked.

When several resources must be available add them in different lines. The time of all the required resources will be checked to generate the available time slots. For example, for the service Tooth Stooping, we need both a room and an assistant. Then, upon scheduling an appointment, both a room and an assistant will be booked.

Change the order of the lines/ options inside the line, to change the priority of the resources. For example, if we have chosen two rooms in one line in the order (Room 1, Room 2), then the availability of the resource 'Room 1' will be prioritized and checked first. If there is a second line with the assistant, in the order (John, Eva), then, John will be prioritized over Eva and the additional resource 'Room' will be prioritized over 'Assistant'. The order of checking will be (Room 1, John), (Room 2, John), (Room 1, Eva), (Room 2, Eva).

It is necessary that at least one combination is possible. Otherwise, there will be no available time slots. Keep in mind, that one and the same resource cannot serve as both primary and additional resources for the same service. So John can't be a dentist and his assistant at the same time. Such combinations are excluded from time slots.

While scheduling an appointment for the service, that requires the extra resources, you will see the line that warns you about the additional resources. Hover over the line to see what resources are required. The most suitable combination is assigned automatically according to the chosen allocation method of the resource type related to the extra resources.

In case, it isn't possible to book any of the required resource types/ resources from a single line, then the app will show a warning. Such a situation may appear when the required resource types/resources are archived. In order to show the available time slots, at least one combination of extra resources should be available.

If you didn't finish the appointment, but the pre-reservation was created, then on the pre-reservation card you will also see the resources that will be booked additionally upon completing the scheduling.

As you finish scheduling an appointment, on the appointment's card, you will see the field 'Extra resources' with the additionally booked resources.

When you search by resource in the calendar or filter the appointments in the calendar in the right navigation interface, you may see more reservations, than, when you search/filter only by the resource type. The appointments, where the resource is used as an extra resource are also shown. For example, if you select the resource type 'Dentist' you may not see any reservations but is you select a particular dentist 'Anita Oliver', you may see the appointments if she takes part in them as an additional resource.

On the resource card, you can see the number of reservations related to this resource. The number also includes the reservations where this resource is an additional one.

Specify the time required for completing the reservation, without the participation of the client. This setting allows showing the client what time he/she should finish receiving the service. At the same time, the resource will be blocked for the entire selected time (the time for providing the service and the checkout period). The selected while booking time slots will show the time for the client, and the time on the appointments card in the backend will show the real booking time.

It is particularly useful, in a hotel business, when some additional time is required for the room cleaning, before making it possible for further renting. For example, the room is reserved from 14:00 01.08 to 12:00 10.08 (10 days), where the start round is set as 14:00, and the checkout period is set as - 02:00 hours (14-2=12; that is, 12:00 - checkout time). At the same time, in the backend, the resource 'Room' is reserved for the service 'Rent' from 14:00 01.08 to 14:00 10.08 (i.e. full time).

It is possible to set the checkout period for both daily and hourly services. You can set the checkout period on the service card, in the tab 'Settings', field 'Checkout Period'.

 

Also, the resource type card has the option 'Calendar Events as Busy Time. If the option is ticked, then for periods when a responsible user has meetings (i.e. events assumed by the Odoo calendar), appointment booking will not be possible. For example, when we have resource 'Room 5' with the teacher as a responsible user Anita Oliver, then the time, when the user has meetings will not be available for booking.

If the resource is set as Human (), then the working calendar of the employee is used to generate available time slots. And if the option 'Calendar Events as Busy Time' is turned on, then the meetings of the employee are also considered. For example, our dentist Anita Oliver has two meetings on her calendar. The first meeting is on the 13th of July, she organizes the meeting and it lasts the whole day. So, the date is unavailable for booking. The second meeting is on the 20th of July 10:00 - 11:00, and she is an attendee. This hour will be unavailable for booking an appointment. Anita has another meeting on the 2nd of July, but it will not be taken into consideration for booking time slots as it is on Saturday and it isn't a working day for Anita.

Per each resource type, define when an appointment might be scheduled. This way the time slots will only be generated for these days. For that:

1. Go to Universal Appointments > Resources > Resource Types

2. Start creating or editing a Resource type

3. Find the section 'Time Requirements'

4. Set a time after which the slot will not be available for booking in the field 'Reservation should be done in'

You can set a time, after which a time slot will no longer be available for booking. The time can be set in minutes, hours, days, weeks, months, or years. For example, when there are only a few minutes left before the lesson's time, a teacher will hardly be ready for it.

5. Set the time available for booking in advance in the field 'Reservation should not be done after'

You can set a time in which the time slot can be booked. The time can be set in hours, days, weeks, months, or years. For example, it is hardly a good idea to book a dentist appointment a year in advance as during this time many things may change.

6. Set the time available for cancellation and rescheduling in the field 'Portal: Cancellation/Re-Schedule might be done in'

You can set a time after which it will not be allowed to cancel or reschedule an appointment. The time can be set in hours, days, weeks, months, or years. For example, forbid to cancel or reschedule booking a room in a hotel 2 days before. As this time might not be enough to find the new visitors.

7. Click 'Save'

The app allows defining the rule to round time slots start. This is useful in case the applied restrictions resulted in a calculated start you do not like. For example, an hour-long service starting at 12:23 is hardly good. To solve the problem you can simply set up rounding for an hour.

To get a nice starting time:

1. Start creating or editing a service

2. In the 'Settings' tab find the option 'Start Round'

3. Set a rounding rule

4. Click 'Save'

The rule can be defined through the field 'Start round' for the services, which default duration is set in hours. For the daily services, the field is replaced by 'Start Time', which allows stating the time at which the service should start.

For example, if an appointment is available now after 14:12 tomorrow. Then, the rounding for:

0:05 - would round start to 14:15

0:10 - would round start to 14:20

0:30 - would round start to 14:30

1:00 - would round start to 15:00

02:00 - would round start to 16:00

24:00 - rounding for the day - would round start to 00:00

32:00 - rounding for the day and 8 hours - would round to 08:00 the next day

When you set the rounding/start time, you set the time in the server's timezone. So, when the time slot is booked the time may look different as another timezone may be applied as the default one in configuration / or might be chosen manually by a manager / a client. For example, for the hotel, we have set the start time for the daily service 'Room' as 12:00, but as we start booking a time slot all the available ones start from 13:00. As our system's timezone is GMT +2 and the manager works remotely from the city with the timezone GMT +3.

Appointments can be scheduled either from the frontend (see Website Booking Process) or from the backend (see Scheduling Appointments: Backend). In the convenient single-view interface, you will see all reserved appointments, regardless of the way they were booked.

See appointments on the daily, weekly, monthly, and yearly calendar view. Search, filter, and group the appointments to find the required ones quickly. Create and manage appointments right from the calendar.

Instantly access information about an appointment. To view the short preview, just click on an appointment in the calendar. Click 'Edit' to be redirected to the appointment card. From the appointment card, change the appointment's stages and re-plan the appointment if necessary.

Specify the client's email and mobile/phone number while scheduling an appointment for efficient interaction with them. Send messages, feedback requests, and confirmation emails.

Create alarms to notify users and/or clients about upcoming appointments. Select default alarms for each resource type, so they will be automatically applied to all new appointments of this type.

The single view interface allows filtering by appointment details and getting instant access to required information about the appointments. The interface consists of the main part with the calendar and the right part with functional elements.

In the main part of the calendar, you can see and manage reservations. It is possible to see the appointments in the daily, weekly, monthly, and yearly view. To switch to the required one, just click on it above the calendar. By default, the events are shown in the monthly calendar.

Move between the periods in the calendar with the help of the arrows above it. Click on the 'Today' button, to return to the view with the current day.

Use the filters and search bar to find the appointments you need quickly. Filter appointments to see only your appointments, planned appointments, appointments that are planned but already late, or add a custom filtering option.

To search through the appointments, start typing the keyword in the search bar and choose the related search option. The available search options are Reference, Resource, Service, Contact (the client), Type (resource type), and Sale Order ().

The right side of the single interface serves for navigation purposes. There you'll see a smaller calendar, and a list of available resource types, resources, services, and appointment states.

A small monthly calendar allows switching to a particular day quickly. Just click on any day, and it will be opened in the main part of the interface. Click once to see the day in the weekly view, and click twice the time to see it in the daily view. To move between months, use the arrows above the calendar.

Choose a resource type, resources, a service, and stages or a combination of them to see the related appointments. When you choose a resource type, the selection of the resources and services is limited to only the related ones. If the resources have different sets of services, then as you select the resource/some resources, the list of services is also limited to only the ones related to the resource/resources. Click on the reset button '' by the resources, services, or states to see the appointments for all available options.

When you search by resource in the calendar or filter the appointments in the calendar in the right navigation interface, you may see more reservations, than, when you search/filter only by the resource type. The appointments, where the resource is used as an extra resource are also shown. For example, if you select the resource type 'Dentist' you may not see any reservations, but if you select a particular dentist 'Anita Oliver', you may see the appointments, if she takes part in them as an additional resource (see Extra Resources).

Click on the 'Save as default' button at the bottom of the right navigation panel to save the resource type, resource, service, and states combination for your user and apply it automatically every time you open the appointments app. Only one combination may be applied per user. To change it, just choose a different set and click 'Save as default'. The feature is particularly useful when the responsible user manages the appointments itself or has a personal manager, this way the set of resource types, resources, and services may be fixed.

To create an appointment, simply select the day range on the monthly/yearly/weekly view or click on any time slot on the weekly/daily view and specify the details (see Scheduling Appointments: Backend). 

Instantly access information about an appointment. To see the short preview just click on an appointment in the calendar. There you will see the information about the appointment's reference, date and time, duration, service, resource, extra resources, resource type, and contact. Click on the service, resource type or contact to be redirected to the related card with the details.

In the single view interface, click 'Delete' on the short preview card to delete the appointment permanently. Click 'Edit' to be redirected to the appointment card.

On the appointment card, you will find all the information about the appointment. Start editing an appointment to optionally add one of the available alarms to the appointment, and change the contact, pricelist, or website. However, you cannot change the resource type, resource, service, or time manually. This should be done through re-scheduling to avoid conflict (see Re-scheduling).

Above the appointment, you will find the 'Start working' button, which will help you to launch the time tracking (). When you want to make a pause or the appointment is over, click 'Finish working'. The total duration can be seen in the 'Time Tracking' tab. In the same tab, you can also add the working time manually. This way you will be able to charge the client for the exact time spent providing the service (see Universal Appointments: Time Tracking). 

When you track the time, the responsible person is recorded automatically as the user, that launched the timer/added the working time. You can change the person in the field 'Responsible'.

If the time was recorded with a mistake, you can delete the record by clicking on the 'Delete' button.

From the appointments card, in the tab 'Extra products', you can add some complementaries. However, this action will not result in adding those products to the generated sale order. To submit the additional products and add them as sale lines, after saving the changes click on the button 'Adapt Sale' (). After that, the changes will be applied and added to the related sale order.

As soon as the sale order is confirmed, it is no longer possible to add the products. The 'Adapt Sale' button will not be visible on the appointment card.

In the top right corner, you will find the buttons to manage the appointment states. Click on the buttons 'Mark done', 'Mark missed', and 'Cancel' to change the appointment stage. Even if you accidentally marked the appointment as done or canceled it, you can still reschedule it by clicking on the button 'Re-plan'. After that, the appointment will return to the stage 'Planned'. As you mark an appointment done or cancel it, its time slot becomes vacant and might be occupied by another reservation, and thus be unavailable for re-planning.

If you switch between the stages, then the followers might receive the notification, if the related option for notification is set (see Appointments Discussion).

Keep in mind that some status changes may lead to follow-up emails to the client. For example, if set on the related resource type's card, as soon as the appointment is moved to the stage 'Mark Done', then an email with the client satisfaction survey will be sent to the contact.

It is not possible to change the resource type, resource, service, or date of the appointment by editing it. For that, a special re-scheduling wizard is used. The re-scheduling process is similar to simple scheduling, but the details are entered by default, however, can be changed.

Keep in mind that during the rescheduling it isn't possible to change the contact. But you can do that through the simple editing of the appointment. And, you can edit the contact itself in the standard menu 'Contacts'.

There are two ways to launch the re-scheduling wizard. The first one is simply by drag&drop of the appointment in the calendar of the single view interface. In this case, the available time slots will be searched in the day range to which you dropped the appointment. Optionally, you can change the dates for rescheduling. For example, if we drag&drop the appointment for the dentist, Anita Oliver, from the 1st of July to the 8th of July, then in the initiated re-scheduling wizard the available time slots will be generated only for the 8th of July. However, the date can be changed in the line 'Search in Dates'.

The second way to re-schedule an appointment is through the button on the appointment card. For that, click on any appointment on the calendar view and then on the button 'Edit'. In the top right corner of the appointment card, find the button 'Re-schedule'. Click on it to initiate the re-scheduling wizard. There you will see the time slots for all available days, you can limit the search by specifying the dates in the field 'Search in days'. For example, we have a reservation for our dentist, Anita Oliver, on the 1st of July. If we open the appointments card and click on the button re-schedule in the top right corner, we will see that all available dates are generated and the field 'Search in dates' is empty and therefore does not limit the search. According to the resource type's time requirements, we can book an appointment no later than 4 hours before and no earlier than 30 days after the appointment, and only the related time slots are generated (see Time Requirements).

Not only you can change the day and time, when rescheduling an appointment, but also the other appointment details, such as resource type, resource, and service. Keep in mind, that during the rescheduling it isn't possible to change the contact.

The process of rescheduling isn't finished until the new time slot is chosen and the details are confirmed. Hence, the currently occupied time slot will not be available until successfully rescheduled.

It might be useful to discuss the appointments and let some users receive notifications about discussion, changing the appointments states, and rating. For that, the module allows adding followers and configuring options, which they should be notified of. By default, the followers are notified about Discussions, New Appointments and Recovering, and Rescheduling/Resource Update.

The followers are added hierarchically. So, if a user follows a resource type, he is automatically added as a follower of the related resources and appointments. If a user follows the resource, he is automatically added as a follower of the related appointments. The auto subscription is applied only to the resources/appointments that were created after adding followers to the resource type/resource.

When you add a user as a follower, you can also edit the options, about which the notifications should be sent to that user. For that:

1. Add a user as a follower to a resource type, resource, or appointment

2. Click on the 'Pencil' button by the follower

3. Tick all the options when a user should be notified.

The chosen set of options is also inherited according to the hierarchy. For example, if our manager Mitchell Admin follows the resource type 'English' and chooses to be notified only about 'Appointments Cancellation', then, automatically he is also added as a follower to the related resources (teachers - Doris Cole, Sharlene Rogers) and related appointments (BA-2345, BA-S2345, etc.) to receive only notifications about cancellations.

To the standard list of options (Discussions, Revisions, Activities, Note), the module also adds appointment-specific options:

1. New Appointments and Recovering

If ticked, then the follower will receive emails when an appointment is created or re-planned after being marked done or canceled. For example, our dentist Anita Oliver is our human resource (). By default, she is subscribed to her own resources to be notified about 'New Appointments and Recovering' and 'Rescheduling / Resource Update'. So as soon as a new appointment, and she is chosen as a resource, she receives a notification.

2. Rescheduling/Resource Update 

If ticked, then the follower will receive emails, when an appointment is rescheduled or when a resource for the appointment is changed. For example, we have 2 dentists Ernest Reed and Anita Oliver (human resources ), at first the client booked an appointment with Anita Oliver, but then changed his mind and asked to rebook the appointment for Ernest Reed. As our dentists were both following the related to them resources with the option 'Rescheduling / Resource Update' ticked, they were both warned about the change.

3. Appointments Cancellation

If ticked, then the follower will receive the emails when an appointment is canceled. For example, an appointment for a German lesson was booked (BA-2345). Then the client changed his mind and asked to cancel the appointment. After that, the follower Abigail Peterson, which is subscribed to the option 'Appointments Cancellation' of the related resource type (German) will receive the notification.

4. Appointment Rating

If ticked, then the follower will receive the emails when a client leaves feedback about an appointment. For example, our manager Mitchel Admin, from the quality control department is subscribed to all resource types' option 'Appointments Rating'. So, as soon as a client gives feedback on the appointment by choosing the related smile, Mitchell Admin is notified.

Sometimes there is a necessity to discuss the details of the appointment with the client. In this case, we highly recommend specifying the client's email as you create an appointment. Optionally, you can add the details later to the related contact's card. That will allow sending the emails through the related appointment's messages thread and sending the notifications to the client (success email, rating email, alarms).

Open any appointment card by clicking on the 'Edit' button in the single view interface. Below the appointment card, you will find the chat box with the messages thread. Here you can send messages directly to the client.

Follow an appointment, or add followers to get notifications about the appointment and related discussions. By default, the followers of the appointment are: the appointments manager, that has created it; the followers of the related resource type and resource, the responsible user, and the client. But, you can add some more followers, for that, click on the 'person' icon in the top right corner of the messages thread.

From the appointment card, you can also choose the options that a client should be notified about. For that, click on the 'Pencil' icon by the client. By default, the client is notified about Discussions, New Appointments and Recovering, and Rescheduling/Resource Update.

As a manager / a client () books an appointment, the client receives the success email. The success email is also sent when an appointment is rescheduled. The success email is the email that confirms the appointment and contains the details about it.

By default, the email includes the voucher for printing. However, you can decide whether to attach the voucher or not. In the tab 'Notifications' on resource type card, the option 'No vouchers in success emails' was introduced. If checked, then all the appointments of the related resources, upon completion of the scheduling process, will send the Success Email without printed voucher.

If the multi-scheduling is enabled, and several time slots for a single resource are chosen, the client will get one success email. For example, if a client calls and asks the manager to book 2 English lessons and 1 German lesson, but the teacher is the same for both, then the client will receive only one success email for all. If the German teacher (resource) is a different person, then the client will receive 2 success emails (1 for 2 English lessons and 1 for a German lesson).

When a client books several time slots from the website (), he will receive one success email for all of them, as it isn't possible to change the resource/resource type/service of only some of the time slots while booking.

The content of the email might be changed in the Configurations > Email Templates, by updating the email template 'Appointments: Success Email Template'. Optionally, you can create another one by clicking the button 'Create'.

Assign a particular success email to a resource-type card. For that, in the tab notifications choose the related template in the field 'Success Email'. Only one template can be chosen per resource type.

It is possible to send a copy of the client success email to other partners, for example, to make sure that it was delivered. But, as the success email is a special type of email, you can't receive a copy just by following the related resource type, resource, and appointment. The users should be specified on the related resource's card in the field 'Success emails CC', then they will receive a copy of the related-to-this-resource success emails. 

If you send a message through the chat box below the appointment, the client, the responsible for the appointment, and other appointment followers will receive it. The user that sends the message will not receive an email with it.

If you have an add-on Universal Appointments: Portal and Website, then you can turn on the appointments for portal users. This way, the clients will receive the messages through the portal as well (see Portal Control of Reservations).

You can also send an attachment through the message thread, so the client will receive an email with it. To do that, use the 'Pin' icon below the chat box.

Add a log note, which will be seen only by the internal users to leave some comments about the appointment.

System messages, such as the change of the appointment's status, are also seen only internally. The client, will not see be notified about the change in the status of the appointment. However, some status changes may lead to follow-up emails to the client. For example, if set on the related resource type's card, as soon as the appointment is moved to the stage 'Mark Done', the email with the client satisfaction survey will be sent to the contact. It will also appear in the related messages thread. 

Send alarms about the appointments. The app allows preparing 3 types of appointment alerts: pop-ups, emails, and SMS. You can quickly create those through the special configuration menu entry. Select default alarms for each resource type, so they will be automatically applied to all new appointments of this type. Otherwise, you may choose those for specific appointments.

The module has convenient menu entries to manage notifications and related templates. You will find the list of those under the section 'Notifications', as you open the appointments module and click 'Configuration'.

For example, in the Alarms menu (Configurations > Reminders), you will be able to see the settings in the related columns (remind before, interval, recipients, template), without opening the alarm. You can search or group the alarms by the type of alarm and the recipients' option.

To create an Alarm:

1. Click the 'Create' button in the separate menu, or the button 'Create' from the related field on the resource type's/appointment's card

There are two ways to create an alarm. You can either start typing an alarm's name in the related field on the resource type's/appointment's card, click anywhere and choose the option 'Create and Edit' or you can do that from the separate menu Configurations > Reminders by clicking 'Create'.

2. Choose the type of alarm

There are three available types of alarms: Email, SMS, and Pop-up (alarm as a window in the backend). SMS reminders are sent using the Odoo SMS server. You need to make sure that you have sufficient balance for Odoo SMS IAP. To check the current balance or recharge the account, go to Settings > Odoo IAP  and click 'View my Services'. Read more through the links: IAP, SMS Pricing.

3. If you select the SMS/Email type of the alarm, choose the related template

For SMS and Email alarms you should also assign a template that is rendered based on appointment details. You can do that, either from the technical menu (Email templates, SMS templates) or by editing the template related to the module appointments. Alternatively, you can open the Appointments module, and go to Configuration > Email Templates/SMS Templates.

Menu Email Templates shows all available email templates related to appointments. From there you can create and manage the templates. The template related to the Email Alarm is titled 'Appointments: Default Email Reminder'. 

Menu SMS Templates show all available SMS templates related to appointments. From there you can create and manage the templates. The template related to the SMS Alarm is titled 'Appointments: Default SMS Reminder'.

For example, you can make several different email templates to remind about an appointment 2 days before and an hour before the appointment, with a different body (Don't forget about the appointment.../We are writing you to remind you about the appointment, which is about to start...).

4. Define the time before which the recipients should be notified

It is possible to apply time ranges in days, hours, or minutes. For example, you can send an email alarm 2 days before the scheduled date and an SMS alarm 30 minutes before the appointment.

5. Define whom to notify

Email and SMS can be sent to both internal and external users. In particular, you can send such alarms to a responsible user, external followers (clients), internal followers, or all followers.

Responsible user - the user, which is chosen in the tab 'Responsible user' of the related resource. For example, Mitchell Admin is a responsible user of the resource Hotel 5 stars. If an employee represents a resource (), then the user of the related employee is also a responsible user. For example, our dentist Anita Oliver is both a resource and a responsible person. If the option to 'notify only responsible' is chosen, then only Anita Oliver will be notified.

External Followers - followers that don't have access to the Odoo backend. In order to add an external follower, its contact should be created (which can be done in the step of adding followers). The client, that calls to reserve the appointment/makes a reservation from the website, is automatically added as a follower to the related appointment. For example, there are 5 followers of an appointment: Mitchel Admin (the appointments manager, that has created it), Anita Oliver (the dentist&responsible), Abigail Peterson (follower of the related resource type), Ernest Reed (follower of the resource), Azure Interior (the client), Azure Interior USA (the client's representative, which was added manually as a follower). When the option 'notify only external followers' is chosen, then only Azure Interior and Azure Interior USA will be notified.

Internal Followers - users who have access to the Odoo backend and its functional apps, and who are added as a follower to an appointment. For example, there are 5 followers of an appointment: Mitchel Admin (the appointments manager, that has created it), Anita Oliver (the dentist&responsible), Abigail Peterson (follower of the related resource type), Ernest Reed (follower of the resource), Azure Interior (the client), Azure Interior USA (the client's representative, which was added manually as a follower). If the option to 'notify only internal followers' is chosen, then, only Mitchel Admin, Anita Oliver, Abigail Peterson, and Ernest Reed will be notified.

All Followers - both internal and external followers. For example, there are 5 followers of an appointment: Mitchel Admin (the appointments manager, that has created it), Anita Oliver (the dentist&responsible), Abigail Peterson (follower of the related resource type), Ernest Reed (follower of the resource), Azure Interior (the client), Azure Interior USA (the client's representative, which was added manually as a follower). Once the option to 'notify all followers' is chosen, all of them will be notified.

Pop-up alarms are only available for backend users.

For example, you can create an email alarm to notify all internal followers 1 day before, an SMS alarm to notify all external followers 1 hour before and a pop-up to notify only responsible users an hour before.

6. Click 'Save'

After creating, you will be able to choose these alarms on the appointments resource type's card, so the alarms are added automatically to all newly created appointments. Alternatively, you can add the alarms straight to a particular appointment card. For that just select any appointment, click 'Edit' and add/remove the alarms from the line 'Alarms' (see Managing Appointments). 

For example, on the resource type 'English' of our language school, we have set 2 default alarms, one previously created 'Email: 1 day before' and one specially created right from the resource type's card 'Pop-up: 10 minutes before'. To make sure the teacher will not forget about an early morning lesson (11:00-11:45), we add an extra alarm to those appointment cards 'SMS: 15 hours before'. 

To make sure that the settings are applied correctly and to control the alarms sending you can refer to the queue of alarms, which can be seen in the menu Configuration > Reminder Queue. There, you will find all the alarms, that were generated for appointments.

You will be able to see the alarm time, alarm details, and the appointment's reference right from the menu, without opening an alarm.

Search alarms by the appointment's and alarm's reference. Group alarms with reminder time, appointment, and alarm type. Delete the alarms you don't need one by one by clicking on the gear above the alarm and selecting the option 'Delete' or in a batch by ticking the related boxes, clicking on the gear above, and selecting the option 'Delete'.

Keep in mind that the default alarms, which you add to a particular resource type, are added only to newly created appointments and not to the ones, that were created before applying the alarms.

The module provides a convenient menu to track and analyze the provided appointments through the appointments' report view.

To view the appointments report, click on the 'Reporting' tab in the systray and choose the 'Appointments analysis'. The appointments can be analyzed on pivot and graph views. By default, as you open a menu, the analysis is shown in a pivot view as a table.

Choose a measure for the analysis. By clicking on the 'Measures' button above the table and choosing one of the options. The available measures for appointments analysis are:

1. Duration

Analysis based on the appointment's duration. For example, the lesson's duration is 45 minutes and the duration of surgery is 2 hours. We have had 5 appointments so far (3 lessons and 2 surgeries). In the table, we will see the total duration of booked appointments (6.15). We can further extend the table to see the duration of booked appointments per each resource type, resource, service, etc.

2. Sale Total

Analysis of the total price of the appointments' sale orders in the default currency of the company. The tool takes into consideration the total price of a sale order, which may include additional products. The sales total is shown including the related tax. For example, yesterday 3 lessons (50$ - 57.5$ (incl.15%tax)) were booked with 3 students books (10$ each) and today 2 surgeries (220$ - 253$ (incl.15%tax)). The total will be shown as 708.50.

3. Tracked Duration ()

Analysis of the real-time spent on providing an appointment. The time that was tracked, and appeared in the tab Time Tracking of an appointment. For example, the surgery in the dental clinic lasts for two hours. As soon as the surgeon started it, the nurse clicked the button 'Start working above the appointment and the timer was launched. Upon finishing the button 'Stop working was clicked'. The total tracked time was not 2 hours, but 1 hour 40 minutes. As the pricing is set per planned duration (2 hours) and not for the tracked duration (1:40 hours), the price total will be the same. In the table, the tracked price will be used to show statistics.

4. Count

Analysis of the number of booked appointments. For example, yesterday 3 lessons were booked and today 2 surgeries. In the table, we will see the total number of booked appointments (5). We can further extend the table to see the number of booked appointments per resource type, resource, service, etc.

In the pivot view, vertically and horizontally, by default, you see only the option 'Total', which can be further extended with the options of your choice, by clicking on the '+' icon. The available options are State, Resource Type, Resource, Service, Responsible, Contact, Reserved Time, Website, Sale State, Invoice Status, and Company.

For example, let's extend it to the list of resource types, which you can further expand by clicking on the related plus. Click on the plus by the resource type and choose the option resource. Then you will be able to see the analytics for the resources as well. Click again on the plus by the resource and choose the option service to see the analytics by services as well. Some options may result in the line 'Undefined'. For example, if you choose to expand the analytics by 'website', while not using the website appointments.

Click on the plus by the vertical 'Total' to choose the expansion option. For example, choose the option state, to divide the analytics between the appointment states. For example, to see the analysis for done and planned appointments separately.

To cancel the expansion, click on the '-' icon by the parent option. 

Above the table, you will find three icons. Click on the icon '' to flip the axis. So, the horizontal and vertical options will change place. This way you can achieve the perfect view of the table. For example, if you chose the expand option 'State' horizontally, the option 'Resource type' vertically and then clicked the flip button, then the option 'Resource type will be written horizontally, while 'State' vertically.

Click on the icon '' to expand all the other lines/columns accordingly to the one you have already expanded. For example, if you have several resource types and clicked on the expand button by the 'Dental clinic' to show the analysis by resources as well, only this resource type will be expanded. Click on the extend button and all other resource types will be also expanded by the same option (resource).

You can also download the table by clicking on the icon ''. The resulting document will be in the .xlsx format.

Not only you can construct the tables by expanding by clicking on the + by the parent option, but also by grouping the options. You can create different hierarchies of groupings by clicking on several options one by one. The available grouping options are the same that you see when you click on the '+' icon in the table. To reset the grouping, just click on the cross by it in the search bar. For example, click on the option resource type, then the option resource and service and you will see the following hierarchy in the search bar 'Resource type > Resource > Service'. On the table it will be shown as if you extended the option 'Total' by the resource type, then resource type by resource, and resource by service.

You can also limit the number of considered appointments by filtering them. For example, consider only done appointments for the analysis. The available filters are Done Appointments, Reserved Appointments, My Appointments, With Sale Order (), and No Zero Tracked Duration ().

To reset the grouping, just click on the cross by it in the search bar. 

It is possible to apply several filters, by clicking them one by one. Then only appointments that match all conditions will be considered. For example, choose the measure as duration and apply the filter 'Done Appointments' and in the table, you will see only the statistics for the appointments that are marked as done.

Use the search bar to find only the analysis of particular appointments. For example, if we have multiple resource types including dentistry, write the word 'dental' and choose the searching option 'Resource type', then we will see the statistic related to two resource types: Dental clinic Chicago and Dental clinic New York.

The available search options are the same as the ones used for expanding and grouping.

Switch to the graph view by clicking on the right icon in the top right corner below the search bar. There are three various graphs to visualize the result. You can see the analysis in the bar chart, line chart, and pie chart.

In the bar chart and line chart, you can see the analysis in an ascending (from the lowest to the highest) or descending way (from the highest to the lowest).

Detalize the chart by applying various search parameters or grouping options and hierarchies the same way you did in the table. Simultaneously, if there are different options, which may be compared, you can see the bar chart stacked (when all the options are shown on one another instead of being placed in a row).

Click on any chart section to see all the appointments it considered for the analysis. They will be written as IDs. Click on any ID, to see the details of the appointment.

You can check the quality of provided services by referring to customer feedback, which you can get by sending the rating email. In order to collect the rating, you need to turn on the option 'Use Rating for Appointments' in the appointments' configuration. After that, you will be able to turn the option on/off for each resource type. This way the related to the resource type appointments will/will not get the email request for the feedback. To turn on the option:

1. Open the resource type

2. Click 'Edit'

3. In the 'Settings' tab, tick the option 'Appointments Customer Rating'

4. In the tab 'Notifications', choose the template that you want to use to get the feedback (the available one is Appointments: Rating Template)

5. Click 'Save'.

Change the content of the email in the Configurations > Email Templates, by updating the email template 'Appointments: Rating Template' or creating another template by clicking on the 'Create' button.

Clients should select among 3 simple "smiles": satisfied, not satisfied, and highly dissatisfied. The final rating is calculated for resource types, resources, and services. 

Configure automatic requests for a customer review when the appointment is done. For that, assign a particular rating email template on a resource type's card in the tab 'Notifications', field 'Rating Email'. Only one template can be chosen per resource type.

You can see the reports with the customer rating in the menu Reporting > Customer Rating. Simultaneously, in the top right corner of each resource type, resource, and service you will find a button, that shows the related rating. Click on it to see the rate for each particular appointment.

The resulting value shows the total percentage of positive reviews. This way, the rating of 50% means, that there are half of the positive marks (satisfied) and half of the negative marks (not satisfied, highly dissatisfied). If you see the total rating of 0%, it means that there are no positive marks and there are only negative ones.

If there aren't any reviews for a particular resource type, resource or service yet, then the button with the feedback is hidden from the related card.

To see all customer marks, you can open a special menu. For that, click on the 'Reporting' tab in the systray and choose the Customer ratings. In the menu, you will be able to see the ratings in the kanban, pivot, graph, and list view.

In the kanban view, you will see the ratings as cards with the chosen client smile (satisfied/ok/dissatisfied), and the related details about the appointment. The reference for the appointment is shown as a link. Click on it to see the appointment card.

In the table and graph view, you can choose a measurement to be accessed as a count (the total number of ratings) and as a rating value (as a mark from 1 to 5). The appointments for which the client didn't send feedback aren't considered for the analysis.

In the list view, you will see the list of appointments and their details in the columns, in particular: submitted on, related operator, customer, parent document name, resource name, and the rating itself.

It is possible to delete one or several ratings by selecting them, clicking on the gear above, and choosing the option 'Delete'.

In all the views, you can search, filter, and group the rating. The available search options are Related Operator, Customer, Appointment, Parent Document Name, Resource, and Service. The available filtering options are My Ratings, Satisfied, Okay, Dissatisfied, Today, Last 7 days, Last 30 days, Submitted on (various periodic options), and Creation Date (various periodic options). The available grouping options are Rated Operator, Customer, Rating, Appointment, Resource type, Resource, Service, and Date.

You can combine various search, grouping, and filtering options. In this case, only the records that match all the conditions are shown. For example, in our dentistry, we can choose the search option as the customer (Azure Interior), the filtering option as last 30 days, and the grouping option as rating (satisfied). To remove the selected search, grouping, or filtering, just click on the cross by it.

Appointment numeration works based on the standard Odoo functionality - sequence. As soon as an appointment is created, it is numbered automatically. You may change the numbering logic (suffix, prefix, step, etc.) by configuring the related Odoo sequence.

The new number is applied only to newly created appointments. This way, if you previously had some appointments, their reference numbering will not be changed. This way you will be able to keep track of the previously created appointments. For example, in our company, we used to generate appointments by adding the prefix BA-%(year)s/, where %(year)s is the legend for extracting the year with the century (for example, 2022). We have removed the prefix and added the suffix LS, which is the initials of our company. After saving, the previously generated numeration for the appointments didn't change, it is still of a format BA-2022/056. But the newly created appointment is numbered '001LS'.

In order to change the appointments numeration:

1. Go to General Settings

2. Activate the developer mode

3. In the systray, go to Technical > Sequences

4. There find the sequence related to the module Universal Appointments (business.appointment) and click on it

5. Click 'Edit', to change the way the appointments 

6. Choose the implementation way as 'Standard' or 'No gaps'

While assigning a sequence number to a record, the 'no gap' sequence implementation ensures that each previous sequence number has been assigned already. While this sequence implementation will not skip any sequence numbers upon assignment, there can still be gaps in the sequence if records are deleted. The 'no gap' implementation is slower than the standard one.

7. Choose the company for which the numeration is changed (see Multicompanies & Multiwebsites)

Appointment numeration supports the multi-company regime and might be assigned for each company. Or, leave the field empty, to apply the numbering to all companies.

8. Optionally, assign prefix and/or suffix

If you add a prefix, then this value will be written before the appointment number. For example, BA066.

If you add the suffix, then this value will be written after the appointment number. For example, 066BA.

To use numeration without suffixes or prefixes, just miss the step. For example, 1, 01, 001, etc.

9. Assign the sequence size

The sequence size is the number of signs used to number the appointment. If the number has fewer signs, then Odoo will automatically add some '0' on the left of the 'Next Number' to get the required padding size. For example, if I set the number as 3, then my appointment's numbers maybe 001, 010, 055, 100, etc. If I set the number as 2, then: 01, 08, 10, 100, etc.

10. Set the step

The next number of the sequence will be incremented by this number. The step must not be equal to 0. For example, if I set the step as 2, then I may have the following appointments name: 002, 004, 006, 008, etc.

11. Set the following number

Once you create a new appointment, this number will be used. For example, if you specify the next number as '50', then the next appointment will be BA050. The further one will be BA051, etc. Simultaneously, in the settings, you will see that the next number changed from 50 to 52.

12. Optionally, tick the box 'Use subsequences per date_range'

If you want the appointment number to start from a particular number during the particular dates, then the option might be useful. After enabling it, you need to specify the dates during which the appointment sequence will start from a particular number and the number itself. The appointment will get the related number when booked during these days. But will get the new numeration, if booked in advance from the date, which doesn't fall into the dates. For example, we want our numbers to start from 20 during the summer. We have specified the dates. Today is the 29th of May, and a manager booked an appointment for the 5th of June. However, the old numeration was used as now it is not summer yet.

13. Click 'Save'

Universal Appointments: Website and Portal () is an optional add-on that allows you to add the appointments scheduling wizard to the portal and on your websites. The process of booking is similar to the one in the backend.

As the client chooses a time slot and pre-reservation occurs, optionally force the public (not logged-in users) to sign in, only offer to do so, or just let them enter their account details.

Choose the set of optional and mandatory account details fields to get the necessary details from the client. By default, the required ones are name and email. Portal (already registered) users will have the previously filled-in account details auto-populated. Optionally add a checkbox to agree with the terms and conditions.

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 will be canceled. If you selected SMS confirmation (depends on Odoo SMS IAP) but your balance is not sufficient, a confirmation code would be forwarded by email.

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.

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. Introduce your own titles for progress steps.

The Odoo portal lets schedule new or repeat existing reservations, and cancel or re-schedule planned appointments. Portal users observe the list of planned and done appointments and may check any of those. Each appointment portal page has a chatterbox that allows direct communication with the resource manager and other followers. From the reservation page, users can also print a voucher and appointment confirmation.

Customize the website scheduling wizard. Show/hide introduction blocks, images, and short descriptions for resource types, resources, and services. 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.

Turn on/off Business Appointments for portal users to let them schedule and manage the appointments. For that, go to Configuration > Configuration, find the section Website Specific Options and tick the box 'Business Appointments in portal'.

Turn on/off Business Appointments for public users to let them schedule the appointments. For that, go to Configuration > Configuration, find the section Website Specific Options and tick the box 'Business Appointments on website'. To see and turn on the option 'Business Appointments on website', you should enable the appointments in the portal.

The settings are applied to each of the available websites separately (see Multicompanies & Multiwebsites).

If you have the module Universal Appointments: Portal and Website, make sure the option 'Appointments in Portal and Website' is turned on to allow portal and public users to book appointments from the website.

In the 'Website specific options' section in configuration, you can manage the appointment settings on a website (see Configuration Page). If you work in a multiwebsite environment, you can choose the website to apply the settings to (see Multicompanies & Multiwebsites).

To turn on the possibility to book appointments in the portal, tick the option 'Business appointments in portal'. This way, registered users will see the tab appointments in their portal and the page 'Appointments' on the website.

After enabling appointments for the portal, another option 'Business appointments on website' appears. Once checked, appointments will be shown to all visitors on the current website. So, everyone will be able to book an appointment from the frontend.

The list of steps for booking an appointment is fixed. However, the steps that have only one option (so there is no alternative to choose) are skipped. This way the number of steps might change. For example, we have separate websites for our dental clinics. On the second website, we have only one published resource type 'Dental clinic New York', so this step is skipped and the clients start the booking by choosing a resource (a dentist).

You can change the label for each step, so the steps were understandable to the customers. For example, instead of the label 'Choose a resource' you can write 'Choose a dentist' (see Steps Customization).

It isn't necessary to register in order to book an appointment from the website. However, for further bookings with the same account details (email and phone) registration is necessary.

While booking an appointment, above the choice area, you will find the progress bar with the stages of the booking process. You can move between stages safely, without losing progress. Choices are saved, so even if you don't complete the booking and close the site after re-opening it you will be able to proceed from the same step. As soon as a time slot is chosen, the pre-reservation timer is launched. It is necessary to complete the reservation during that time, otherwise, the pre-reservation will be canceled and the time slot will be available again for other bookings (see Pre-reservation).

Optionally, the progress bar can be hidden. Then, the clients will not be able to return to the previous step safely (Portal and Website: Customization & Settings).

The reservation process on the website is very similar to the one on the backend. Let's look closer at each step of the booking process.

When the client opens the page 'Appointments', he/she sees the first step of booking - resource type selection. The customer searches among resource types and selects the required one.

A resource type might represent a particular sphere of business (i.e., dental clinic, travel agency), or a particular address (i.e. Chicago, New York, Green rd 5) (see Managing Resource Types).

It is possible to apply various filters, sorting, and search criteria to find the required resource types quickly. By default, the available filtering options are: Standard (the same order as in the backend), from A to Z, and from Z to A. The available search options are: By name, In the description, in services. If the available options aren't enough, you can create some custom filtering and searching options (see Portal and Website: Customization & Settings).

In the step 'Choose resource type', only published resource types are shown. If the resource type doesn't have any resources and services assigned, then such a resource type is hidden, even if published. Also, if there is only one available resource type for the website, then the step will not be shown and that resource type will be applied by default. For example, we have a resource type 'Dental clinic New York', which is the only published resource type on our second website. That is why the booking on that website starts from the resource selection.

On the resource type card, a client sees the related picture, title, and description. If you turn on the option 'Show types full details pages' on the configuration page, then in the bottom right corner a client will see a button that will redirect to the resource type's full page.

On the full page, you can see not only the picture, title, and description of the resource type, but also some additional details prepared using HTML building blocks and custom fields () (see Custom Filters & Search Configuration). 

The clients' choice is saved and if the reservation wasn't completed, the client can open the page again later and continue the booking process from the same step. Also, it is possible to return to any of the previous step and then move back without losing the progress.

When a client chooses a resource type, resource, or service, the pre-reservation doesn't occur, but the choice is also saved.

You may set the time when the information about chosen resource type, resource, or service on the website should be cleared. That is especially useful, in cases, when certain resource types, resources, or services are no longer available for the choice on the website. So, the client can no longer be transferred to the related step.

The session choice of the clients can be cleared automatically, after a certain time, or manually, by clicking on the button.

To set the timer to clear all the sessions automatically:

1. In the Appointments app, go to Configuration > Configuration and find the section Website Specific Options

2. Find the field 'Session duration (h)' and specify the number of hours after which the website session should be cleared

3. Click 'Save'.

This is mainly related to the choice of the resource type, resource, and service as further steps are already regulated by other timers (pre-reservation timer and portal confirmation timer) (see Pre-reservation and 6. Confirming Reservation).

The application will regularly check all sessions for obsolescence and delete them if they are updated earlier than the allowed session duration. Here, the date/time of any action is considered. If the user has chosen something or even just updated the page, the duration is reset to zero, i.e. the duration is calculated from the moment the user is inactive on any tab.

By default, the session duration is set as a week and checks take place once a day. It is not recommended to set a session too short, because it may interrupt the reservation and cause irritation and the scheduler will have to be called very often, which consumes system resources.

Keep in mind, that the session duration should be at least 5 minutes, and should exceed the reservation & confirmation period, as otherwise the session may be reset before the timer that the user sees.

It is possible to configure the frequency of session duration checks. For that, in Configuration below the field 'Session duration', find the button 'Configure update frequency'. Then, the pop-up window will appear. There, in the field 'Execute every', choose the frequency of the scheduled job and click 'Save'.

You can clear all existing unfinished website sessions manually. For that, in Configuration below the field 'Session duration', find the button 'Clear website sessions'.

As soon as the time slot is chosen, the client will be redirected to the next step - account details. Optionally, on this step, you may force the public (not logged-in users) to sign in, only offer to sign in, or just let them add their details. The set of contact details might be configured per website.

To force or offer the users to sign in before entering the account details, go to Appointments Configurations > Website Specific Options and find the field 'Sign in for public users'. The setting defines the logic of the public user sign up/sign in.

The option 'Sign in required' means that before entering account details, unregistered website visitors must sign up/log in to the portal. It will not be possible to skip the sign-up / sign-in. Make sure, that the standard setting of free sign-up and resent password is enabled. Otherwise, the customers will not be able to sign up/sign in. You can configure it in General Settings > Permissions > 'Customer Account' & 'Password Reset').

The option 'Sign in offered' means that such users would be offered to log in if they had an account, but the step might be missed. The offer to sign in will be shown above the fields on the step 'Account Details'. In case, the option 'Sign in offered' is chosen, you can write your own text to offer the sign-in, for that the field 'Sign in text' is added. By default, the warning is 'If you already have an account, please sign in', where 'sign in' is the link, that redirects to the login page. The field supports HTML, however, you shouldn't change the link, that is added to the field by default.

The option 'Auto sign in' means that public users might finish reservations without signing in, while the portal users will be auto-created for them and the letter to finish the registration will be sent.

The offer or the obligation to log in does not apply to the portal user (that has already logged in). The logged-in users can continue filling in the account details/confirming the reservation as usual.

The available account details information (name, email, phone, or mobile) of the logged-in users will be filled in automatically on the Account Details step. This way portal users will not have to enter it each time they make a reservation.

You can also choose the account details fields to get the required information from the client. The set of fields is configured for each website.

The fields can be either mandatory or optional. The mandatory fields are the fields that are required to enter a value to confirm the scheduling. By default, the mandatory ones are 'Name' and 'Email'. It is up to you what other fields should be added and whether their filling is required.

You can add fields and ask a client to provide the following details: city, country, job position, mobile, phone, state, street, street2, title, and zip.

Add field phone and mobile to make sure appointment managers will be able to contact the client by calling. For example, if the client is late, it is more likely that he/she will be able to reply orally, than in written form.

Let the client choose their title, so the managers know how to refer to them. This way, it will be easier to address people politely. For example, if in the name it isn't clear, whether a client is a man or a woman, and in order to provide the beauty service it needs to be specified, then a title might be helpful.

If you want to know the job position of a contact, then you can also let clients specify it. It might be useful for further collaboration or to reflect the specifics of the service. For example, in the language school, we also provide lessons with native speakers to the teachers.

Add the fields country, state, city, street, street 2, and zip to get address details if some products or services require delivery. For example, in a car rental, we may get the car to the renter's address or to the airport parking lot.

To choose the set of account details fields:

1. Open the module Appointments and go to Configuration > Configuration

2. Find the section Website Specific Options

3*. Choose the website (see Multicompanies & Multiwebsites)

4. In the field Mandatory Account Details, specify the fields that must be filled 

5. In the field Optional Account Details, specify the fields that can be filled optionally

6. Click 'Save'

If the existing fields aren't enough, it is possible to create some custom fields (). To view the appointment field on the account details page, simply choose the 'Input form placement', while creating a custom field. Custom Fields can also be both mandatory and optional. To make filling in this field mandatory, tick the option 'Required to enter a value'. For example, for a language school, you can create a text field 'Learning preferences', to find out what the student likes before the lesson. A field with the information that a client fills will be added to the appointment, but not to the contact's card (see Universal Appointments: Custom Fields for Website and Portal).

The module checks whether the entered email is entered correctly. If there is a mistake in an email, the client will not be allowed to complete the booking until it is fixed. For example, the email 234wfegbh, will not be accepted as there is no '@' sign.

If filling in a mobile or phone number is mandatory, then they are also checked by the module. If the number is written in the wrong way, then the error that states the reason will appear above the fields. For example, the number 763453211355 will not be accepted as there is no country code.  

In this step, you can also request clients to agree to terms and conditions. For that, on the appointments configuration page, tick the field 'Agree on terms and conditions'. After that, on the step 'Account details', will appear a box, which should be ticked by the client to continue the booking process. You can add the text that should be displayed by the box in the field 'Agree on terms text'. The field supports HTML code, so you can add a link to the terms of the agreement page.

Optionally, turn off the need to agree on the terms of the agreement while booking for the portal users. For that, tick the box 'Terms for public users only'.

As an existing user logs in into the system after choosing a time slot and click's the button to complete the booking process, the system checks, if he/she already has another appointments at the time of the currently chosen time slots. If there is another appointment at the same time or the one that intersects with the currently chosen time, then the system will transfer the user back to the slot selection page.

After filling in the details and agreeing to the terms of the agreement, it might be a good option to ask the clients to confirm the email/mobile or phone number. This way, you will be able to make sure that the client is serious about the appointment and that they have provided the right credentials.

For that, in the appointment configuration, find the section 'Extra Features', and choose the way of confirmation in the field Website/Portal Confirmation.

You can either set the confirmation by email or by mobile or phone number. Confirming a phone number requires sending an SMS, which is done through the Odoo SMS server. You need to make sure that you have sufficient balance for Odoo SMS IAP. To check the current balance or recharge the account, go to Settings > Odoo IAP  and click 'View my Services'. Read more through the links: IAP, SMS Pricing.

After selecting the confirmation method, define:

The maximum period of confirmation - the time for which the email/mobile or phone number should be confirmed. Otherwise, the pre-reservation will be canceled and the time slot will be available for further bookings.

The maximum number of attempts to confirm - the number of attempts that a client can make to confirm the appointment. If exceeded, then the pre-reservation will be canceled and the time slot will be available for further bookings.

New Confirmation Code Minimum Period - the time after which the new code can be asked, so the customer may request a new code if he/she has not received the previous one. The number is specified in seconds.

Maximum Number of Code Refreshing - the number of new confirmation codes that a client can receive. If exceeded, then the pre-reservation will be canceled and the time slot will be available for further bookings.

You can turn off both timers: the confirmation timer and the pre-reservation timer. Then, the timers will be hidden for the clients (Portal and Website: Customization & Settings).

As soon as all the steps are done, the customer receives a confirmation email with the appointment details and is redirected to the success page.

Public and Portal users finish the reservation differently.

Upon completing the reservation, portal users are either redirected to 'My appointments' page with a list of his/her appointments (if they have several), or to the page of their current appointment (if there is only one). It is also possible to redirect the user to the related sale order (), if the add-on Universal Appointments: Sales is installed and the option 'Open order on finishing' is enabled, or even to the form of signing and payment (see below).

Upon completing the reservation, public users are redirected to the success page, where they are suggested to choose the password to finish the registration. Public users are the users, who have not logged in before starting the reservation process or at the stage of filling in contact details.

If the option of forced sign-in is enabled ('Sign in Required'), then public users will not be able to complete the reservation unless they sign up and log in. If the sign-in wasn't mandatory, then after completing the reservation process, public users are redirected to the appointment page, from which they can control their appointments right in the Odoo portal.

The Odoo portal allows you to print the appointment's confirmation, schedule new or repeat existing reservations, and cancel or reschedule planned ones. Each appointment has a chatterbox, which allows direct communication with resource managers and other followers. If an appointment has a linked sale order (draft, sent, or confirmed) (), it would also be available through the standard Odoo portal entries 'Quotations' and 'Sale Orders' (see Portal Control of Reservations).

If a public user doesn't finish the registration, then he/she will not be able to create a new appointment with the same account details. In this case, he/she should contact the administrator, to get the sign-in credentials.

In case a single sale order is generated upon confirming a reservation, it is possible to redirect the user straight to the sales order (). For that, in the section, of configuration, enable the option 'Open order on finishing'. Take into account that the order/payment form will be opened automatically and only if it is in the 'Sent' or 'Confirmed' state. The state of the generated order is based on the configuration option 'Auto Sale Order' (see Linking Appointments and Sale Orders).

If you turn on the option 'Business appointments in portal', then portal users will have an opportunity to schedule and manage their appointments right from the portal.

In the user's portal, a new tab 'My Appointments' is added. When a portal user clicks on it, he/she sees the list of his/her appointments. Users can observe the list of planned and done appointments and may check any of them. In the list, the user sees the reference, scheduled time, resource, and service of each appointment.

It is possible to apply various filters, sorting, and search criteria to find the required appointments quickly. By default, the available sorting options are: Date, Resource type, Resource, and Service. The available filtering options are: All, Planned. The available search options are: By reference,  resource type, resource, and service. If the available options aren't enough, you can create some custom filtering and searching options (see Portal and Website: Customization & Settings).

The Odoo portal allows you to schedule new or repeat existing reservations, and cancel or reschedule planned ones. Below the search bar, there is a button 'Schedule New Appointment', which redirects straight to the appointments scheduling page. If some stages were filled in previously, and the pre-reservation wasn't launched or didn't finish yet, then the user is redirected to the stage, where he/she stopped (see Pre-reservation). 

Click on any appointment reference to open the appointment page. There you will find the appointment card with the information about the date and time, service, and resource. 

If you have previously added some custom fields () and chose their portal page placement, then those fields will also be displayed on the appointment card with the client's answers (see Universal Appointments: Custom Fields for Website and Portal).

If an appointment has a linked sale order (sent, confirmed, or done) (), it would also be available through the standard Odoo portal entries 'Quotations' and 'Sale Orders' (see Linking Appointments and Sale Orders).

Above the appointment card, you will find the breadcrumbs to return to the previous step and the side arrows to move between the appointments.

On the left side of the interface, there are functional buttons:

1. Print Confirmation

Click 'Print Confirmation' to generate a file with the details of the appointment. The module uses the standard layout for the appointment, which can be configured in General Settings > Companies > Document Layout.

The generated file will be opened in the same window. It will include the reference of the appointment, the scheduled time with the time zone, the resource, the service, and their addresses if any.

In case, you have set the Checkout period for the service, only the time with the customer participation will be shown in the printed form, whereas the full time (customer participation time + checkout period) will be shown and booked in the backend, For example, for the daily service, if the service starts at 14:00 and the Checkout Period is set as 2 hours, then in the printed file the booking time will be 14:00 - 12:00, while in backend 14:00-14:00 (see Checkout Period).

The address can be filled in, in both, resource and service, however, only one of those will be shown in the document. The service address is prioritized over the resource address. If the address isn't mentioned on the service card, then the address of the related resource, if written, will be shown.

2. Repeat

Click 'Repeat' to create a new appointment with the same resource type, resource, and service. You will be redirected straight to the step of choosing the date and time. Proceed with the scheduling process in an ordinary way. After that, a new appointment will be created. For example, the language school customer may want to book the lessons regularly. With the help of the button 'Repeat', he/she will be able to skip the steps, that should be the same (resource type, resource, service) and will be moved straight to the step of choosing the time slot.

3. Complementaries

You can also add some of the complementary products right from a reservation form, if the related option is enabled. For that, just click on the button 'Complementaries', choose the products by changing their quantity, and click 'Add'. Both service, quantity, and complementary products will be re-calculated. The extra products will be added to the appointment, but in order to add them to the sale order as well, the sale should be adapted from the backend (the button 'Adapt Sale' () on the appointment's card. For example, the service Tooth Stopping offers two complementary products 'Tooth paste' and 'Teeth Cleaning'. So, they are offered to the client, when the time slot is chosen. The client Azure Interior didn't choose the complementaries while booking, but then changed his/her mind and added them through the button 'Complementaries'. The manager, clicked 'Adapt Sale' on the related appointment card, and the items were added to the sale order

On the appointment card, you will see the field 'Extra products', with chosen complementaries and their quantities listed.

In case, there are no complementaries available, the button will be hidden. 

4. Re-schedule

Click 'Re-Schedule' to change the details of your current appointment. You will be redirected to the step of choosing the time slot for your current appointment. However, with the help of the progress bar, you can also move to one of the previous stages to change the resource type, resource, or service. Above the progress bar will appear a note, which states the reference number of the current appointment, its date and time, and offers to schedule a new appointment instead. To complete the rescheduling, just follow the standard scheduling process. After that, the details of the current appointment will be changed.

For example, Azure Interior wanted to change the time of the appointment, so clicked on the button 'Re-schedule' and on the step 'Choose Time Slot', choose another time.

5. Cancel

Click 'Cancel' to repeal the appointment. Then a pop-up window will appear that ask to confirm the decision. After that, the reserved time slot will be available for further bookings.

For example, a dental consultation was booked, but then, the client changed plans and canceled it. So, the time slot became available for new clients.

You can set a time after which the client will not be allowed to cancel or reschedule an appointment. The time can be set in hours, days, weeks, months, or years. For example, forbid to cancel or reschedule booking a room in a hotel 2 days before. As this time might not be enough to find new visitors (see Time Requirements).

6. Schedule New

Click 'Schedule New' to schedule a new appointment. You will be redirected to the appointments page. If some stages were filled in previously, and the pre-reservation wasn't launched or didn't finish yet, then the user is redirected to the stage, where he/she stopped (see Pre-reservation). 

For example, a client while booking, saw another service, that he wanted to try, so, decided to schedule another appointment, clicked 'Scheduled New', and was redirected to the scheduling wizard.

7. Sign&Pay/Accept & Sign/Accept & Pay/Pay Now () 

On the appointment portal form, the client may see a button for signing/paying for a related order. It is shown only if there is a linked order with the 'Sent' status and your Odoo is configured for that.

The button itself may imply different actions depending on the settings (for example, if the signature is required/not required) and the order status (already signed, time to pay): 'Sign & Pay', 'Accept & Sign', 'Accept & Pay', 'Pay Now'. The Odoo behavior, in this case, is the same as for Odoo portal sale orders.

As a user clicks on the button, he/she is redirected to the order page with the required signing/payment form opened automatically (see Linking Appointments and Sale Orders).

Below the buttons, you will find a contact of the user, responsible for the appointment. Click 'Send a message' below the contact's name and you will be redirected to the chat box at the end of the page. 

Each appointment has a separate chatterbox which allows direct communication with the resource manager and other followers of the appointment. 

A client can also send an attachment through the message thread to ask for/provide some details related to the appointment. To do that, the 'Pin' icon below the chat box should be used.

The module provides wide opportunities for customization. You can change the stage titles; show/hide some functional elements (the set of elements is different for each page); add and edit the resource type, resource, and service full pages; and add custom filters and search options.

Let's look at possible ways to customize the website appointments wizard. Open the page 'Appointments' on the website and click on the option 'Customize' in the systray. There you will find two categories: Appointment layout and Appointments. The first category combines the customization settings that are applied for the whole booking process. The second category includes step-specific customization options (which should be configured for each step separately). The set of options may differ for different steps (see Steps Customization). 

From the section Appointments layout, you can turn on/off the progress bar and expiration timers. 

While booking an appointment, above the choice area, you will find the progress bar with the stages of the booking process. You can move between stages safely, without losing progress. Choices are saved, so even if you don't complete the booking and close the site after re-opening it you will be able to proceed from the same step.

Optionally, from the systray option 'Customize', you can turn off the progress bar by clicking on the slider button with the line 'Progress Bar'. This doesn't mean that the client's scheduling progress will not be saved while advancing through stages. The progress bar will just be invisible to clients. In the mobile version, the progress bar is also shown, but without the step, names to avoid overloading the interface.

As soon as a time slot is chosen, the pre-reservation timer is launched. It is necessary to complete the reservation during that time, otherwise, the pre-reservation will be canceled and the time slot will be available again for other bookings (see Pre-reservation). 

The pre-reservation timer is shown above the progress bar. The warning explains that there is a limited time to complete the registration and shows the time, during which the client should confirm the appointment.

It might be a good option to ask clients to confirm their email/phone after entering the account details. In this case, another timer appears as soon as the appointment is confirmed - the confirmation timer. The warning explains that there is limited time to prove that, the phone/email stated previously belongs to the client and shows the time, during which the client should confirm that.

Optionally, from the systray option 'Customize', you can turn off both timers: the confirmation timer and the pre-reservation timer by clicking on the slider button by the line 'Show Expiration Timers'. Then, they will be hidden from clients. However, the time to complete the scheduling process and to confirm mobile/email will still be limited to the time specified in configurations. 

Universal Appointments: Custom Fields () - is an add-on, which allows adding custom details for appointments, resource types, resources, and services. The add-on doesn't work without the core module: Custom Fields: Core. You can place your custom fields in the backend on the appointments/resource types/resources and services cards, or make custom properties of resource types, resources, and services visible on the website if you have: Universal Appointments: Portal and Website (), and Universal Appointments: Custom Fields for Website and Portal () (see. Universal Appointments: Custom Fields for Website and Portal).

In order to show a new property for appointments, go to Configuration > Appointments Custom Fields, click 'Create' to add a new field, and enter details. The appointments custom fields can be resource type dependent. Just choose one or several resource types, while creating an appointment custom field, and the custom field will be added only to the appointments of those resource types.

In order to show a new property for resource types, go to Configuration > Resource Type Custom fields, click 'Create' to add a new field, and enter details.

In order to show a new property for resources, go to Configuration > Resource Custom fields, click 'Create' to add a new field, and enter details.

In order to show a new property for services, go to Configuration > Service Custom fields, click 'Create' to add a new field, and enter details.

It is possible to add custom fields of the following types:

1. Single-line text (char)

2. Simple text without formatting (text)

3. Rich text (HTML-formatted text)

4. Integer or float numbers

5. Drop-down choice with your own options (selection)

6. Checkbox (boolean)

7. Date or date and time

8. Binary (a file to upload)

9. Reference to another Odoo document (e.g. for sale order, contact; many2one)

As you add a field of the dropdown type, it is possible to add the options one by one by clicking on the button 'Add a line'. Or all options at once by adding the list of options. For that, click on the button 'Add selection values based on a string'.

As you click on the button a pop-up wizard will appear. The options should be divided by a comma. When you are ready click 'Prepare Selection Values' and they will be automatically added to the list of available selection options.

If some of the options were previously added to the list, they will not be removed by the new ones.

When you create a custom field for resources, you also can choose to add the field only to the resources that relate to certain resource types. For that, just choose the resource types in the field 'Types'.

The tool lets you comfortably select an interface position of a custom field from a closed list of options. In the backend form of view, you can place your custom fields in the: left column, right column, custom tab, or after description. Custom fields for resource types and services can be also placed in the settings tab.

Mark a custom field required to force users to enter values. In this case, a user will not be able to save a resource type/resource/service/appointment if the field is left empty. For that, tick the box 'Required to enter a value' as you create or edit a custom field.

Custom Fields for appointments can be also used for analysis. For that, tick the box 'Used for Analysis' as you create or edit a custom field (Appointments Analytics).

The rights to create custom fields belong only to 'Appointments: Administrator' (see Access Rights).

Universal Appointments: Custom Fields for Website and Portal () - is an add-on, which allows showing custom fields on the Odoo website. The add-on also requires the core modules: Universal Appointments: Website and Portal (), Universal Appointments: Custom Fields (), and Custom Fields: Core.

The available field types for appointments/resource types/resources/services are the same as in the backend (see Universal Appointments: Custom Fields).

The appointment custom fields on the website can be shown on the appointment card on the Odoo website/portal. For that, as you create or edit an appointment custom field, choose its portal placement in the field 'Portal Page Placement'. The available placements are: at the end, left column, and right column.

Appointments custom fields can be resource type dependent. If configured, the appointments custom fields will be shown only on the related to the resource type/types appointments cards.

Custom fields for resource types/resources/services are added to the full details page. To show the custom fields on the website, you need to turn on the full page for resource types/resources/services and choose the custom field's placement in the field 'Full Details Page Placement'. The available placements are: at the end, left column, and right column. You can also leave the field empty if you want to have a custom field only in the backend.

The full page can be turned off for all or separate resource types/resources/services (see Full Details Page).

Also, you can add custom appointment fields to the 5th step ('Account Details') of booking an appointment on the website. This way, you can get some extra information from the client. To add the custom field to the account details step, choose its 'Input Form Placement' as you create or edit an appointment custom field. The available placement is at the end of the page. A field with the information that a client fills in will be added to the appointment, but not to the contact's card. For example, we have a car rental business and the cars are available in three colors: red, white, and black. So, we have added a dropdown custom field 'Preferred color' and chose its input form placement on the account details page. As the client fills in the details and confirms the appointment, the managers see the details in the backend, according to the chosen backend form placement. The client can also see his/her reply on the appointment card in the portal. 

If the appointment custom fields relates to a certain resource type/types and the input form placement was set, then the field will be shown on the step of filling in the account details only of the related resource type/types.

Force clients to fill in the custom field to confirm the reservation, so you will be able to get the required information to provide the service. To make filling in the field mandatory, tick the option 'Required to enter a value'. For example, for a language school, you can create a text field 'Learning preferences', to find out what the student likes before the lesson.

Universal Appointments: HR Bridge - is an add-on, that allows applying employees as appointment resources. This way the calendar of the employee, his/her meetings, and own leaves will be used to generate the available time slots.

To turn on the features of the module, make sure, that the option 'Employees as Resources' is enabled in Configurations of the module, section 'Extra Features'.

As you enable the module functions and start creating a resource, one more field 'Resource Kind' will appear. There you will be able to choose between two kinds: 'Material' and 'Human'. Choose the option 'Human' and choose the employee in the field 'Employee'. For example, you can create a resource for the dentist 'Anita Oliver'.

We can't create two stand-alone human resources () for a single employee, as then the already booked time slots of one will not be taken into consideration while booking slots for another one. In this case, we may create a resource of a Human kind and its alias. This way you will be able to use the calendar of the prime resource. For example, Doris Cole (a human resource) is both a hairdresser and a teacher (see Managing Resources).

The responsible person of the resource will be set by default and that will be the same employee (cannot be changed). For example, if we create a resource for our dentist and choose the employee Anita Oliver, she will be the responsible user as well.

Optionally, enable the feature 'Calendar Events as Busy Time' on the related resource type card to consider the meetings of the of the employee's user unavailable for bookings. For example, the dentist Anita Oliver (both resource and responsible) has a meeting on Thursday at 4 pm on her calendar, that's why this time is not available for booking.

As you create a resource of Human kind. The working calendar of the chosen employee is considered to generate the available time slots. For example, the calendar of our dentist Anita Oliver is Standard 40 hours/week. So the related resources 'tooth stooping' and 'surgery' are available only during this time.

Not only the calendar affects generated time slots, but also the Time-offs. Time-offs can be either global (the time, when the company doesn't work) or own Leaves (when an employee takes a vacation). It is impossible to schedule appointments for non-working hours.

You can see and manage global time offs right from the working hours card. To do that, just click on the 'Public Time off' button. 

You can view and manage all employees' own Leaves right from the working hours card. For that, just click on the button 'Time Off'.

Universal Appointments: Time Tracking - is an add-on, which allows tracking of spent time on service provision. The module allows tracking the real-time spent on providing service and control statistics by resource types, resources, and services.

To turn on the features of the module, make sure, that the option 'Time Tracking' is enabled in Configurations of the module, section 'Extra Features'.

To track the time spent on the appointment and register done jobs, click on an appointment in the calendar, then click 'Edit' to be redirected to the appointment card. Above the appointment, you will find the 'Start working' button, which will help you to launch the time tracking. When you want to make a pause or the appointment is over, click 'Finish working'. The timer can be launched and finished multiple times. The total duration will be recorded and calculated in the 'Time Tracking' tab. In the same tab, you can also add the working time manually. This way you will be able to charge the client for the exact time spent providing the service. 

Charge the clients () for the actual time spent. For that, in the field 'Calculate price for' on the resource type card, choose the pricing method as 'Tracked (real) duration' (see Configuring Pricing Methods).

As you track the time of multiple appointments, you can control the statistics by resource types, resources, and services. To analyze the real time spent on the appointments, go to Appointments Analysis and choose the measure as 'Tracked Duration'. For example, the surgery in the dental clinic lasts for two hours. As soon as the surgeon started it, the nurse clicked the button 'Start working above the appointment and the timer was launched. Upon finishing the button 'Stop working was clicked'. The total tracked time was not 2 hours, but 1 hour 40 minutes (see Appointments Analysis).

The price for the appointment is calculated based on the configuration 'Calculate price for' on the resource type card. If you configure it to calculate the price for 'Tracked duration', then the duration of the appointment will be considered to calculate the final price. To calculate the price for the tracked time, don't forget to click the button 'Adapt Sale', then the price in the sale order will be adapted accordingly.

Universal Appointments: Gantt - is an optional add-on () that introduces the Gantt view for appointments (reservations). The add-on requires the Enterprise license of Odoo. The add-on allows seeing the appointments in the Gant view in the read-only mode. With the help of the add-on, you will be able to control the workload of business units, analyze shifts, allocate resources, and provide service in the familiar well-known interface.

To turn on the features of the module, make sure, that the option 'Gantt view' is enabled in Configurations of the module, section 'Extra Features'.

As you open the appointments module, in the top right corner above the calendar, you will find the buttons to switch between the appointments views. Click on the third button () to switch to the Gantt view. As in the single view interface, here you will be able to see all reserved appointments, regardless of the way they were booked, switch between the daily, weekly, monthly, and yearly calendar view, search, filter, and group the appointments to find the required ones quickly.

From the Gantt view, by default, you see the resources on the vertical scale and the dates/days/time on the horizontal scale. You can select various searching and filtering criteria to limit the number of shown appointments. For example, show only today's appointments.

Apply various grouping options to change to create different hierarchies of groupings by clicking on several options one by one. To reset the grouping, just click on the cross by it in the search bar. For example, click on the option resource type, then the option resource and service and you will see the following hierarchy in the search bar 'Resource type > By Prime Resources > Service'.

Instantly access information about any appointment by hovering over it. To view the appointment card, just click on an appointment in the calendar. There you will be able to see the information about the appointment, change its state, track the real-time of the appointment (), etc. To find out more about the appointment card and the related actions, see the article 'Appointments Card'.

From the Gantt view, it isn't possible to schedule and re-schedule the appointments. The table is available in read-only view.

Access to appointments is managed in a different way for different types of users. There are 3 types of users:

1. Odoo user or internal user

2. Portal user or registered user ()

3. Public user ()

Rights to administrate the appointments belong to 2 user roles: 'Appointments: Only Own' and 'Appointments: Administrator'. If you want a user to be able to see and schedule appointments in the backend, he or she should belong to one of those groups. If the internal user doesn't have one of the appointment roles assigned, the related menu will be hidden for such a user. 

On the website (), if configured, portal users will be able to schedule appointments and see the list of the appointments related to them, their company, and colleagues. They can also manage the appointments with the help of some functional buttons on the appointment page.

Public users, if configured, will be able to schedule an appointment and will receive a sign-up invitation to make further bookings and be able to see and manage related appointments.

For portal and public users, only published resource types, resources and services will be available for booking.

The tool introduces its own user rights system to make sure business data is secured. For the backend users, there are 2 groups that are allowed to work with appointments. Those are: 'Appointments: Only Own' and 'Appointments: Administrator'.

Users with the 'Appointments: Administrator' group assigned are allowed to manage all settings and update any appointment-related objects of their company(s).

Users with the 'Appointments: Only Own' group assigned are allowed to:

1. See the resource types and services in the read-only view

2. Observe the resources, in which they are followers, responsible or extra managers, or which do not have such managers at all

3. Observe an appointment, if they are followers of the appointment/the related resource, if they are the responsible or extra managers of the related resource, or if the resource doesn't have such managers at all

4. Create, update and delete appointments related to the resources, in which they are a responsible or an extra manager, or which do not have such managers at all.

So, the followers of a resource type/resource/appointment can access them in the read-only view. In order to create, manage and delete an appointment, the user should be a responsible or extra manager of the resource, or there shouldn't be such a manager assigned.

The followers are added hierarchically. So, if a user follows a resource type, he is automatically added as a follower of the related resources and appointments. If a user follows the resource, he is automatically added as a follower of the related appointments (see Appointments Discussion).

The module supports a multicompany regime, so the stated rights are also limited by the company set in the related resource type. This way, in order to have the access to a certain resource type/resource/appointment, the user should also have the access to the related company (Multicompanies & Multiwebsites). 

To access the appointments menu (calendar) a user should belong to one of these groups. The menu will be hidden for other internal users.

To assign an appointments role to an internal user:

1. Go to Settings > Manage Users

2. Choose a particular user

3. Click 'Edit'

4. Scroll to the section 'Other'

5. In the field 'Business Appointments' choose one of the roles

6. Click 'Save'

There is an additional access role, which was introduced to let users of the group 'Appointments: Only Own' manage the working calendars, that is Manager Resource Calendars and All Leaves. It allows to:

1. See the Configuration > Working Calendars menu (even if the user doesn't belong to the group 'Appointments: Administrator')

2. Edit any working calendar and shifts in it

3. Create, delete, edit (including approval) any Leaves: both global and for each employee

To assign the role Manager Resource Calendars and All Leaves to a user:

1. Go to Settings > Manage Users

2. Choose a particular user

3. Click 'Edit'

4. Scroll to the section 'Other'

5. Find the option Manager Resource Calendars and All Leaves and enable it

6. Click 'Save'

Public users () - website visitors - may access the Appointments page only if you explicitly allowed that. Thus, you can switch off the option 'Business appointments on website' () to fully disable the scheduling appointments for such users. The option cannot be turned on, if the appointments for the portal users aren't enabled.

Public users () would see only those resource types, resources, and services, which are published and available for the website they are visiting.

To (un)publish () a resource type/resource/service, open a resource type/resource/ service card and click the button 'Publish' in the top right corner.

To (un)publish () resource types/resources/services in a batch, open the related list menu, select the resource types/resources/services, click on the button 'Action' above and choose the option 'Website (un)publish'.

The steps, that have only one available (published) option (so there is no alternative to choose) are skipped. Make sure, that at least one published resource and service are available for the published resource type to make it visible on the website. For example, we have a published resource type 'Dentist' and published service 'Tooth stopping', but we don't have any published 'Resource' related to these resource types and services. So, none of them are visible on the website.

Any website visitor might schedule an appointment and access resources/services without registration unless you make the sign-up mandatory to confirm the reservation by choosing the option 'Sign in required' in the field 'Sign in for public users' of the related website (see Filling in Contact Details).

Upon completing the reservation, public users are redirected to the success page, where they are suggested to choose the password to finish the registration. If a public user doesn't finish the registration, then he/she will not be able to create a new appointment with the same account details. In this case, he/she should contact the administrator, to get the sign-in credentials (see Success Page & Signing up).

Portal users () - registered and logged-in users - have the same access rights as public users (), but they also can see and manage the reservations available to them, their company (if set and has separate reservations), and their colleagues (if any). For example, Brandon Freeman sees in his portal the reservations that he made from his account, the reservations that were made from the account of his company Azure Interior, and the reservations of his colleague Abigail Peterson. 

Turn on the option 'Business appointments in portal', to let portal users schedule and manage their appointments right from the portal.

In the user's portal, a new tab 'My Appointments' is added. When a portal user clicks on it, he/she sees the list of his/her appointments. Users can observe the list of planned and done appointments and may check any of them. In the list, the user sees the reference, scheduled time, resource, and service of each appointment (see Portal Control of Reservations).

Upon completing the reservation, portal users are either redirected to 'My appointments' page with a list of his/her appointments (if they have several), or to the page of their current appointment (if there is only one). It is also possible to redirect the user to the related sale order () if the add-on Universal Appointments: Sales is installed and the option 'Open order on finishing' is enabled, or even to the form of signing and payment (see Success Page & Signing up).

The module supports the multiwebsite and multi-company environment. This way you can reflect the workflow of several businesses in a single Odoo environment and configure the structure of the appointment accordingly. So, the users of one company scheduled appointments only based on the objects related to their own company or the global ones. 

A company can be assigned to:

1. Resource type

If you open the resource types menu, you will find the list of the resource types. If you work in a multicompany environment, then, here you will see only the resource types related to your company or to the companies selected in the systray, if you have the access to several ones.

This way, only internal users of a certain company will see, create and manage the related resource types. For example, only the internal users of the company 'Dental clinic' see the resource types 'Dental clinic New York' and 'Dental clinic Chicago'.

If a company isn't specified, then such a resource type is considered global and is visible by all internal users with the access to resource type menu.

2. Resource

The company of a resource is assigned automatically and is taken from the related resource type. So, to assign a company to the resource, you should set it on the related resource type card.

If a company of the related resource type isn't specified, then such a resource is considered global and is visible by all internal users with the access to resource menu.

3. Service

If you open the services menu, you will find the list of the services. If you work in a multicompany environment, then, here you will see only the services related to your company or to the companies selected in the systray, if you have the access to several ones.

This way, only internal users of a certain company will see, create and manage the related services. For example, only the internal users of the company 'Dental clinic' see the services 'Tooth Stopping' and 'Surgery'.

If a company isn't specified, then such a service is considered global and is visible by all internal users with the access to resource type menu.

4. Appointments

The company of an appointment is assigned automatically and is taken from the related resource. As the company of the resource is inherited from the related resource type, then, to change the company of the appointment, you need to change the company of the related resource type.

If a company of the related resource type isn't specified, then such an appointment is considered global and is visible by all internal users with access to the appointments calendar.

5. Numeration

Appointment numeration also supports the multi-company regime and might be assigned for each company separately. This way each company may have a separate appointments numeration. For example, numeration with the prefix DC for dental clinic (DC001) and with suffix CR for car rent (001CR).

Leave the field empty, to apply the same numbering to all companies.

6. Pricelists

You can create company-specific pricelists. That is especially useful when only a certain company has a promotion/sale or for companies that provide services in countries with different currencies.

If the company isn't specified, then such a pricelist is considered global and can be chosen while scheduling an appointment by all internal users.

In case, the add-on Universal Appointments: Portal and Website is installed, you will be able to reflect different business structures on the available websites. For example, you can create several websites: Dental clinic, Language school, Hotel, Car rent, and Travel agency, and adapt the appointment structure, so only related resource types/resources and services were available for each of the websites. 

It is possible to choose the related website in:

1. Resource type

Choose the website, on which the resource type will be shown. Leave the field empty, to make the resource type global and available on all websites.

In order to make it visible to the public and portal users, the resource type should be published (see Portal&Public User Rights).

2. Resource

Choose the website, on which the resource will be shown. Leave the field empty, to make the resource global and available on all websites.

In order to make it visible to the public and portal users, the resource should be published (see Portal&Public User Rights).

3. Service

Choose the website, on which the service will be shown. Leave the field empty, to make the service global and available on all websites.

In order to make it visible to the public and portal users, the service should be published (see Portal&Public User Rights).

4. Pricelists

Choose the website, on which the pricelist will be shown. Leave the field empty, to make the pricelist global and available on all websites. It is especially useful, when some of the companies are international, or when the companies work in countries with different currencies and there is a possibility to pay in different currencies.

In configurations, it is required to apply the settings for each of the websites separately. To switch between sites settings, select the website to configure in 'Website for appointments'. Here you also have a website link button (), that forwards you to the chosen website to see the result, but make sure you clicked 'Save' in the left corner at the top of the page to save the configurations.