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Appointment Management
Manage all your appointments easily with our Appointment Management. Whether you're running a salon, repair service, or any other business, this tool helps you schedule, track, and invoice appointments in a few clicks. Assign time slots, store customer details, and auto-fill service notes for faster bookings. Avoid double bookings, track locations, and create invoices automatically. This simple solution makes organizing your appointments easy and stress-free.
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Features
Intuitive Appointment Scheduling & Time Slot Management
Create, edit, and manage all appointments in just a few clicks using our intuitive interface. Smart time slot management prevents double bookings and overlapping schedules. Assign specific time frames to appointments, maximizing team availability and customer clarity.
Comprehensive Customer Information Management
Store all customer information in one centralized system, including contact details, service history, and special notes. Access important data quickly when scheduling or updating appointments. This enables you to provide personalized and efficient service every time.
Real-Time Location Tracking
Track service providers or customers in real-time to optimize on-site service delivery. Especially useful for mobile services like home repairs, cleaning, or deliveries. Ensures accurate scheduling and helps reduce travel time or missed appointments.
Auto-Fill Client Notes & Multi-Service Support
Automatically fill in customer preferences, service instructions, and recurring notes to save time. Supports multiple service types under one platform, such as salon visits, appliance repairs, or event planning. Simplifies managing various service lines in a unified system.
Automated Invoice Generation & Status Tracking
Generate invoices instantly after completing an appointment, including service charges and taxes. Reduces manual entry, minimizes errors, and speeds up the billing process. Track appointment status changes such as Waiting, Confirmed, In Progress, and Done.
Smart Calendar & List Views with Filtering Options
Visualize appointments in calendar, Kanban, or detailed list formats for easy management. Quickly filter appointments by status, date, customer, or appointee to focus on what matters. Streamlines daily operations and improves scheduling efficiency.
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1.) Appointment Creation Access Rights
This setting view allows admins to manage permissions for creating appointments. Admins can define who has the authority to schedule, modify, or manage appointments, ensuring that only authorized users can access these features.
Navigation : Settings → Users & Companies → Users
2.) Reference Management in Appointment Configuration
This view allows you to manage references in the Appointment Configuration menu. Admins can define and customize reference fields for appointments, ensuring customer details and service-specific notes are properly linked and organized for efficient appointment management.
Navigation : Appointments → Configuration → Reference
3.) Appointment Slot List View
This view is Slot List View within the Appointment Configuration menu. Admins can view and manage available time slots for appointments, allowing them to efficiently allocate and schedule appointments based on available time slots and resources.
Navigation : Appointments → Configuration → Slot
4.) Appointment Slot Form View
This view is Slot Form View for creating or editing individual appointment slots. Admins can define the specific time range, assign resources, and set the availability for each slot, ensuring smooth and organized appointment scheduling.
5.) Time Format Validation Error View
This view is error message triggered when an invalid time format is entered for appointment slots. The system ensures that the from_time and to_time fields are within valid time ranges (00:00 to 23:59). If the time is incorrect, a ValidationError is raised, alerting the user to correct the input.
6.) Appointee User Assignment in Configuration
This view allows admins to assign users as Appointees for managing appointments. The User List View displays all available users, where admins can select and assign appointees who will be responsible for handling specific appointments. This helps in streamlining the scheduling and assignment process.
Navigation : Appointments → Configuration → Appointee
7.) Appointee User Filter: Inactive and Internal Users
This view is filter options for the Appointee User list, allowing admins to filter users by inactive or internal status. This feature helps in easily managing and distinguishing active appointees from those who are inactive or internal, improving user management and appointment assignment.
8.) Appointment Scheduling in Calendar View
This view shows the Calendar View for appointments, where admins can select a specific time slot to schedule an appointment. By clicking on a desired time, the Appointment Detail Form View opens, allowing the user to fill in the request date, appointment details, and select the time for the appointment. This ensures accurate scheduling and time management.
Navigation : Appointments → Appointment
9.) Appointment Detail Wizard View
This view is Wizard View that opens when a type is selected in the appointment scheduling process. It allows admins to quickly fill in all relevant details, such as request date and appointment specifics, before finalizing the appointment in the Detail Form View. This streamlined process ensures efficient data entry and appointment management.
10.) Appointment Detail and State Change to Waiting
This view shows the process of filling in appointment details and clicking the "Waiting" button to change the appointment's state. Once the state is updated to "Waiting" and the record is saved, the appointment is successfully created and tracked within the system.
11.) Calendar View with Appointment Details on Hover
the Calendar View in Odoo where each appointment is displayed with its scheduled time. When hovering over an appointment, key details such as name, time, customer, request date, appointment date, and state are shown, providing a quick overview without having to open the full record.
12.) Appointment Detail Kanban View
The Kanban view presents appointments in a visually organized layout, making it easy to create and manage records efficiently. Admins can quickly add new appointments, arrange them in columns, and move them as needed for better workflow control. Each card displays essential details such as name, partner, request date, and appointment date, along with a color-coded status indicator for quick visual tracking.
13.) Appointment Detail List View
the Appointment Detail List View, which shows all appointments in a structured list format. It includes essential fields such as appointment name, partner (customer), request date, appointment date, slot, appointee, and state. This view provides a quick overview of all appointments, allowing admins to easily sort, filter, and manage appointments efficiently.
14.) Appointment Detail Form View
the Appointment Detail Form View, where all appointment details can be filled out, including customer information, request date, appointment date, and appointee. The form also includes action buttons at the top, such as Wait, Confirm, and Cancel, to manage the appointment's state. Below the appointment details, a blank charge page is displayed, ready to be filled with any charges or fees related to the appointment.
15.) Charges Line with Product and Tax Details
the Charges Line Fill View for appointments, where two products are listed: one with a tax amount and one without. The state of the appointment can be changed using the Wait, Confirm, and Cancel buttons. Once the state is changed, the status is tracked in the chatter, providing a log of all actions taken on the appointment. This allows for easy monitoring of changes and updates.
16.) Appointment Geolocation View
the Appointment Geolocation View, where admins can enter the latitude and longitude for the appointment location. Additionally, the radius field can be used to define the proximity area around the appointment's location. Once the coordinates and radius are filled in, a link to Google Maps is automatically generated, allowing users to view the location and its surrounding area on the map.
17.) Confirmed State with Invoice Creation and Smart Button
the confirmed state after the Confirm button is clicked. Once confirmed, the Create Invoice button becomes visible, allowing the admin to generate an invoice. The Cancel and Done buttons also appear for managing the appointment's status. After creating the invoice, the Smart Button appears, linking directly to the newly created invoice, enabling quick access to billing details and charges.
18.) Automatic Invoice Creation
the Invoice View, where clicking the Invoice button automatically creates a new invoice and links it to the appointment and appointee. The invoice is pre-filled with all relevant details, including customer information and charges, and the invoice status is initially set to Draft. This streamlines the invoicing process by reducing manual data entry and ensuring all information is automatically populated.
Navigation : Appointments → Appointment Detail → Invoice
19.) Appointment Detail Form View with Invoice Smart Button
the Appointment Detail Form View, where the Invoice Smart Button is prominently shown at the top. This button provides quick access to the associated invoice, allowing users to view or manage the invoice linked to the appointment with a single click. It ensures seamless navigation between appointment details and billing information.
Navigation : Appointments → Appointment Detail
20.) Error View for Duplicate Invoice Creation
the Error View that appears when attempting to create an invoice for an appointment that already has an existing invoice. The system raises the error message: "Invalid Operation: An invoice has already been created for this appointment." This ensures that duplicate invoices are not generated, maintaining data integrity in the system.
21.) Smart Button to View Related Invoice
the Smart Button functionality, which allows users to quickly access the invoice related to an appointment. When the appointment is in a confirmed, cancelled, or done state, the Smart Button becomes visible. Clicking the button will display the related invoice details, filtered to show only invoices associated with the current appointment, ensuring seamless access to billing information.
Navigation : Appointments → Appointment Detail → Invoices
22.) Appointment Detail View with Customer Information
the Appointment Detail View, where customer information such as phone, mobile, email, and address are displayed in read-only fields, pre-filled from the customer record. The client note is automatically populated with data from the customer's contract or internal notes. This ensures that all relevant customer details are readily available for the appointee, improving efficiency in managing appointments.
23.) Appointment Detail View with Customer Information and Tracking
Shows appointment details with customer info such as phone, email, address, and notes auto-filled for accuracy. The Reference and Fax fields are manually entered. A Smart Button provides quick access to related appointments, while the Chatter logs creation, confirmation, and invoice links for easy tracking in one place.
Navigation : Appointments → Appointment Detail → Customer
24.) Appointment Smart Button View
The Appointment Smart Button provides quick access to all appointments linked to the customer. By clicking the button, you can easily see a list of all related appointments, making it simple to navigate through the customer's appointment history. This feature ensures that you can quickly check any previous or upcoming appointments without leaving the current screen.
25.) Appointment Setting - Restrict Same Slot
This setting in the General Settings menu allows admins to enable or disable the "Restrict Same Slot" option. When enabled, the system prevents multiple bookings for the same time slot, ensuring there are no double bookings for the same service period. This feature helps maintain accurate scheduling and avoids conflicts in appointments.
Navigation : Settings → General Settings → Appointment Setting
26.) Validation Error for Duplicate Slot Booking
This error message appears when attempting to schedule an appointment for a slot, date, and appointee that is already booked. The system validates all new appointments against existing ones to prevent double bookings, ensuring accurate scheduling and avoiding conflicts in service allocation.
Navigation : Appointments → Appointment Detail
27.) Appointment List View - Filters and Grouping
This view shows the filter and grouping options available in the Appointment List view. Users can quickly filter appointments by status (New, Waiting, Confirmed, Cancelled, Done) or create custom filters. Grouping options include Status, Customer, Appointment Date, Request Date, Slot, and Appointee, allowing for easy organization and analysis of appointment data.
Navigation : Appointments → Appointment Detail
28.) Appointment Calendar View - Weekly Schedule
This view displays appointments in a weekly calendar format, allowing admins to visually track bookings and time allocations. Each appointment is shown in its respective time slot with clear labels, making it easy to identify availability and overlaps. Navigation controls and view switch options (Calendar, List, Kanban) are available for flexible scheduling management.
Navigation : Appointments → Appointment Detail → Calendar View
User Guide
