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Appointments
by Viindoo
| Technical name | viin_appointment |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/viin_appointment |
| Read description for | v 16.0 v 17.0 |
| Required Apps | Discuss (mail) Calendar (calendar) |
| Included Dependencies | Viindoo Base |
| Extensions | Appointment to Opportunity Appointment to Sale Order Online Appointment Booking |
Demo video: Appointments
What it does
This is the basic module for the Appointment application.
The application allows customers to proactively schedule appointments with employees from the website. At the same time, business managers and employees can monitor and manage those appointments.
Key Features
- Configuring Appointment Types, Responsible Groups, and Available Times that customers can schedule appointments.
- Customers schedule appointments from the website.
- Support businesses in monitoring and managing scheduled appointments.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_appointment.
- Press Install.
Desciption
This is the basic module for the Appointment application. To integrate the Appointment feature into the actual business workflow, you need to install some additional modules:
- Online Appointment Booking
- Appointment to Opportunity
- Appointment to Sale Order
- Appointment Opportunity to Quotation
- Online Appointment Booking HR
Assuming your business is a spa. Direct phone calls from clients to your customer care staff to schedule beauty appointments can be resource intensive as you have to receive, schedule, and schedule appointments for those clients.
Instead, the Appointment feature allows your customers to proactively track available time slots and schedule appointments with spa staff through your website. Management and staff will also receive notifications of appointments to proactively manage their schedules.
Instruction
Instruction video: Appointments.
The manager sets up basic information for appointments at the spa
- Step 1: Set up Teams for Appointments
- Step 3: Create appointments template (service type). For example: skin care, exfoliation, etc.
Customers schedule appointments from the website
To view the steps for customers to schedule appointments from the website, you can refer to the article: Customers book appointments from the website.
Note: After completing the appointment booking process, customers will receive an email notification that the booking is complete. Additionally, before the appointment takes place, customers will receive an email reminder about the appointment.
The manager and staff at the spa track customer appointments
Note:
- The staff member who receives the appointment will receive email notifications at the time the customer schedules the appointment and before the appointment takes place.
- Depending on the type of appointment, the spa staff will need to take different follow-up actions. For example, if a customer schedules a consultation appointment, the staff member will need to follow up on opportunities and continue to care for the customer. If a customer schedules a skincare appointment, the staff member can directly create a sales order from the appointment, and the customer can pay after using the service. The Appointment application can integrate with other applications to automate follow-up actions for staff members.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.