Introduction

Efficiently manage your entire appointment lifecycle with the Odoo Appointment Management module. Designed for a wide range of service-based industries—from salons and mechanics to electricians and home repair services—this comprehensive tool simplifies the process of scheduling, tracking, and invoicing for appointments. It provides a centralized system to handle customer requests, assign tasks to your team, and manage time slots effectively, ensuring a smooth and organized workflow that enhances both customer satisfaction and operational productivity.

Key Features

• Centralized Appointment Management: Create, view, and manage all your appointments from a single, user-friendly interface.

• Timeslot Management: Easily create and configure timeslots for your services and assign them to specific employees or teams.

• Double Booking Prevention: The system restricts the booking of the same timeslot multiple times, avoiding scheduling conflicts.

• Location Tracking: Capture and view the exact meeting or service location for each appointment.

• Calendar Integration: View all scheduled appointments in a clear and intuitive calendar view for easy tracking.

• Customer and Service Details: Record detailed customer information, contact details, and specific notes about the required service.

• Integrated Invoicing: Add products or service charges directly to an appointment, which automatically populate the invoice for streamlined billing.

• Status Tracking: Monitor the status of each appointment (e.g., Waiting, Confirmed, Done) to keep track of progress.

Benefits

• Improved Scheduling Efficiency: Streamline the booking process and reduce the time spent on manual appointment scheduling.

• Enhanced Customer Service: Provide a professional and organized booking experience for your clients, with clear communication and defined timeslots.

• Increased Productivity: Optimize the allocation of your resources and staff, ensuring that your team's time is managed effectively.

• Reduced Administrative Workload: Automate key tasks such as invoicing and status tracking, freeing up time for your staff.

• Greater Visibility and Control: Gain a clear overview of all scheduled appointments and their status, allowing for better planning and management.

• Flexibility for Various Services: Adapt the module to a wide range of service-based businesses with customizable appointment details.

Compatibility & Technical Details

• Required Modules: Contacts (contacts), Discuss (mail), Invoicing (account)

• License: OPL-1

• Technical Name: sh_appointments

• Installation: To install this module, place the module folder into your Odoo addons path. In developer mode, update the app list from the Apps menu and click on the "Install" button.