Introduction to Odoo Appointment App

The Odoo Appointments app lets customers book meetings, consultations or services online without emailing back and forth. Linked to Calendar and, where installed, CRM, it helps businesses automate scheduling and keep bookings organised.

How to set up resources

Resources are the rooms, equipment or other bookable items customers can reserve.

1. Go to Appointments > Configuration > Resources and click New.
2. Enter a Name, Capacity and Timezone.
3. Optionally choose Linked Resources to combine resources for larger bookings (this only applies with the Select Time then auto-assign method), and add a Description customers will see when booking.

How to create an appointment type

1. In the Appointments dashboard, click New.
2. Add an Appointment Title and set the Duration.
3. Set a Pre-Booking Time, the minimum notice needed before a booking can start.
4. Choose a Scheduling Window: Available now with a limit on how many days ahead customers can book, or Within a date range for a fixed start and end date.
5. Choose whether the type is based on Users or Resources.
6. Pick an Assignment Method: Pick User/Resource then Time, Select Time then User/Resource, or Select Time then auto-assign.

How to configure the schedule

1. Open the Schedule tab and click Add a line to set the days and times the appointment type is available.
2. Add separate time slots either side of breaks, such as lunch, so those times are not offered.

Questions and messages

Use the Questions tab to add questions customers answer while booking, marking any as Mandatory if needed. Use the Messages tab to add an Introduction Message describing the appointment, and an Extra Message on Confirmation shown after booking.

How to publish an appointment type

1. Click Go to Website at the top of the record.
2. Toggle it from Unpublished to Published.