Odoo Appointments Module: Online Booking Guide

What Is Odoo Appointments?

Odoo Appointments lets customers and prospects book meetings with your team online. It replaces back-and-forth scheduling emails with a self-service booking page. Visitors see available time slots, select a convenient time, and the meeting is automatically added to both calendars. It integrates with Calendar, CRM, and Website modules.

Module Setup

Install the Appointments module from Apps. It extends the Calendar module with public booking pages and scheduling logic.

Appointment Types

Appointment types define the different meetings people can book.

Creating Appointment Types

1. Appointments → Configuration → Appointment Types
2. Set the name, duration, and description
3. Assign available staff members
4. Configure scheduling rules
5. Publish on your website

Common Appointment Types

Scheduling Configuration

Availability Rules

# Scheduling parameters:
# - Available hours: Mon-Fri 9:00 AM - 5:00 PM
# - Minimum lead time: 4 hours (no last-minute bookings)
# - Maximum advance booking: 30 days ahead
# - Buffer between appointments: 15 minutes
# - Slot duration: 30-minute increments

# Per-staff availability:
# John: Mon-Wed 9AM-3PM
# Sarah: Tue-Thu 10AM-5PM
# Mike: Mon-Fri 8AM-12PM

Resource Allocation

• Any available — Customer picks a time, system assigns any free staff member
• Chosen by customer — Customer selects a specific staff member
• Round robin — System rotates evenly among available staff

Booking Page

Each appointment type gets a public URL for booking:

Customer Booking Flow

1. Visit the appointment booking page (e.g., yoursite.com/appointment/sales-demo)
2. Select a staff member (if applicable)
3. Choose an available date and time slot
4. Enter name, email, phone, and any custom questions
5. Confirm booking
6. Receive confirmation email with calendar invite

Customization

• Add your logo and brand colors to the booking page
• Include a description and instructions
• Add custom questions (text, selection, checkbox)
• Set required fields

Calendar Integration

Booked appointments sync automatically with:

• Odoo Calendar — Appears on the staff member's calendar
• Google Calendar — Two-way sync (Enterprise)
• Outlook Calendar — Two-way sync (Enterprise)

External calendar events block availability on the booking page, preventing double-booking.

Reminders and Notifications

Automated Communications

# Reminder schedule:
# Booking confirmation: Immediate email + calendar invite
# 24 hours before: Email reminder to customer
# 1 hour before: SMS reminder (if SMS module installed)
# After meeting: Follow-up email (optional)

# Staff notifications:
# New booking: Email + Odoo notification
# Cancellation: Email notification
# Rescheduling: Updated calendar invite

CRM Integration

When a prospect books an appointment:

• A CRM lead or opportunity is created automatically
• Meeting is linked to the lead
• Sales rep can see the lead context before the meeting
• After the meeting, update the lead status

Website Integration

Embed appointment booking on your Odoo website:

• Add a "Book a Demo" button linking to the appointment page
• Embed the booking widget on landing pages
• Add appointment links to email signatures
• Share direct booking URLs in marketing campaigns

Managing Appointments

• Reschedule — Drag and drop in calendar or edit the appointment
• Cancel — Cancel with notification to the customer
• No-show tracking — Mark no-shows for follow-up
• Notes — Add meeting notes and outcomes

Reporting

• Booking volume — Appointments per type, staff, period
• No-show rate — Track and reduce missed appointments
• Conversion — Appointments that convert to sales (via CRM)
• Popular times — Which time slots are booked most

Best Practices

• Set buffer time — 10-15 minutes between meetings prevents back-to-back fatigue
• Minimum lead time — Prevent same-day bookings unless intentional
• Send reminders — Reduces no-show rate significantly
• Keep forms short — Only ask essential questions during booking
• Sync external calendars — Prevent double-booking across platforms

DeployMonkey + Appointments

DeployMonkey's AI agent configures appointment types, staff availability, booking pages, and CRM integration for seamless online scheduling.