Introduction to Odoo Appointment App

1. Set Up Resources

Resources are the people, rooms, or equipment customers can book.

• Go to Appointments › Configuration › Resources.
• Click New and fill in:
  • Name – e.g., “Conference Room A.”
  • Capacity – maximum number of people.
  • Timezone – correct time zone for the resource.
  • Linked Resources (optional) – combine resources for larger bookings.
• Add a Description for customers to see on the booking page.

Tip: Linked resources work only if you use the auto-assign method.

2. Create an Appointment Type

Before customers can book, define your appointment type.

• In the Appointments dashboard, click New.
• Add an Appointment Title and set the Duration (e.g., 1 hour).
• Choose a Pre-Booking Time (minimum notice before booking).
• Set a Scheduling Window:
  • Available now with a limit (e.g., up to 14 days ahead).
  • Within a date range for specific start/end dates.
• Decide if the booking is based on Users (team members) or Resources (rooms, equipment).
• Pick an Assignment Method:
  • Pick User/Resource then Time
  • Select Time then User/Resource
  • Select Time then Auto-assign

Example: For tennis courts, set a duration of 1 hour and a 1-hour pre-booking window so last-minute bookings aren’t allowed.

3. Configure the Schedule

• Open the Schedule tab.
• Click Add a line to set available days and times.
• Create multiple time slots to cover breaks or lunch hours.

4. Customize Options

In the Options tab, you can:

• Show user or resource pictures on the booking page.
• Choose the Location: online meeting with a videoconference link or a physical address.
• Enable Manual Confirmation if you want to approve bookings.
• Turn on Create Opportunities to add a lead in Odoo CRM automatically.
• Set Reminders (email/SMS) and allow customers to add guests.

5. Add Questions for Customers

Use the Questions tab to collect details before the meeting.

• Click Add a line and enter a question.
• Choose an answer type and mark it Mandatory if required.

6. Add Messages

In the Messages tab, add helpful information:

• Introduction Message – meeting agenda or key details.
• Extra Message on Confirmation – parking info or special instructions.

7. Publish the Appointment

When ready:

• Click Go to Website at the top of the record.
• Toggle the Unpublished button to Published.
  Your appointment type is now live and ready for customers to book.