Appointments

Odoo Appointments is a self-service scheduling app that lets customers book meetings, consultations or services directly into a business’s calendar. It suits service-based businesses that want to cut down on back-and-forth emails to arrange a time.

What Appointments does

Customers choose an available slot based on a user’s or a resource’s availability, such as a meeting room, and the booking is added to Odoo Calendar automatically. Appointment types can require manual confirmation, collect answers to custom questions, and, where the CRM app is installed, create an opportunity from each booking.

Main capabilities

• Scheduling based on either a user’s or a resource’s availability.
• Custom questions asked during booking to capture useful information upfront.
• Optional manual confirmation before a meeting is accepted.
• Reminders sent to customers ahead of the appointment.
• Automatic creation of CRM opportunities from bookings.

Topics covered in this knowledge base

This section introduces the Appointments app and covers creating CRM opportunities from appointments.

Frequently asked questions

Can customers book a meeting without speaking to anyone first?

Yes, Appointments is a self-service scheduling tool: customers pick an available slot on the booking page and the meeting is added straight to the calendar.

Can an appointment create a CRM opportunity automatically?

Yes, if the CRM app is installed, ticking Create Opportunities on the appointment type adds an opportunity for every booking.

Need help?

Need help setting up Odoo Appointments for your business? Contact support@thoughtlogik.com or see our Odoo implementation services.