What the Agent Configures
Appointment Types
- Consultation (30 min, 1 hour) — In-person or video call
- Sales Demo (45 min) — Screen share with prospect
- Technical Support (30 min) — Troubleshooting session
- Interview (1 hour) — Recruitment interview
- Training Session (2 hours) — Group or individual training
- Onboarding Call (30 min) — New customer welcome
Availability Configuration
- Working hours per staff member
- Buffer time between appointments (15 min default)
- Maximum appointments per day per person
- Advance booking window (how far ahead)
- Minimum notice period (how close to appointment time)
- Holiday and vacation blocking
Staff Assignment
| Method | Best For |
|---|---|
| Any available | Generic appointments, first available slot |
| Random | Even distribution across team |
| Customer chooses | When customer has a preferred contact |
| Skill-based | Match appointment type to specialist |
Online Booking Page
- Public booking URL for website and email links
- Embedded booking widget for your website
- Calendar view with available slots
- Custom fields (phone number, company, reason for meeting)
- Terms acceptance and privacy policy
Reminder Sequences
- Confirmation email immediately on booking
- Reminder 24 hours before
- Reminder 1 hour before (SMS optional)
- Follow-up email after appointment
- No-show follow-up
Integration Points
- Calendar — Appointments sync to employee calendars
- CRM — Booking creates or updates lead/opportunity
- Sales — Convert appointment outcomes to quotations
- Website — Booking pages embedded on website
- HR — Interview scheduling for recruitment
Getting Started
Deploy Odoo with Appointments on DeployMonkey. Available in Enterprise. Define your appointment types, staff availability, and booking rules — the AI agent creates the scheduling system.