Universal Appointments: Portal and Website v.14

• Scheduling an appointment through Odoo portal and website is organized as multi steps checkout process
• A customer searches among resource types and selects a required one. For example, "Beauty salon" or "Class C Cars". The step would not be shown if there is a single published resource type for this website
• A customer navigates over available for this type resources and chooses one, a few, or apply any (all). For example, "Hair Dresser John Brown" or "Opel Astra 1234". The step is missed in case there is a single published resource, or a chosen resource type assumes automatic allocation
• A customer chooses a desired service among provided by selected resources. For example, "Classic Hair Cutting" or "Car Rent Class C". Clients would not be asked to choose a service, if there is only one published for this website
• A customer is shown available time slots. The interface let adopt time frames for search, change time zone, insert duration (for services with manual duration). Each action results in slots recalculation. Website visitors might be optionally allowed to book a few time slots for a chosen service
• Slots selection is required and might be not missed. As soon as pre-reservation is done, nobody else can book the same slot. Simultaneously, clients have limited time to make confirmation after which pre-reservation would be canceled (the exact time is up to you)
• A customer should enter contact details, set of which might be configured per website. By default required ones are name and email. Previously registered (portal) users would have fields auto populated. Optionally add here a checkbox to agree with terms and conditions
• Optionally ask customers to confirm email / mobile or phone number. If confirmation option is turned on, website visitors would be obliged to insert received codes. In case a correct code is not introduced in time (set up on the configuration page), appointments would be canceled. If you selected SMS confirmation (depends on Odoo SMS IAP), but you balance is not sufficient, a confirmation code would be forwarded by email
• As soon as all steps are done, a customer receives a confirmation email and is redirected to the success page. For not yet registered users, Odoo would offer to enter the password for Odoo portal
• During the whole process customers might see the progress bar (if you have not purposefully turned it off). Progress bar let safely return to any previous step.

• Show / hide progress bar. Introduce your own names for progress steps
• Show / hide introduction block, images, short description for resource types, resources, and services
• Prepare own full details pages for resource types, resources, and service using Odoo standard website builder. Show / hide links for those pages
• Show / hide pre-reservation and confirmation timers
• Choose contact details fields required to be entered
• Define filters and sorting criteria for resource types, resources, and service pages
• Show / hide agreement with terms and conditions for portal / public users. Introduce your own text and link for that agreement

Portal control of reservations

• Customers may control their appointments right in the Odoo portal
• Portal users observe the list of planned and done appointments, and may check any of those
• The Odoo portal allows to schedule new or repeat existing reservation, cancel or re-schedule planned ones
• Each appointment has chatter box which allows direct communication with resource manager and other followers