Let Customers Book Appointments Online with Odoo 17

Enable customers to schedule meetings, demos, or consultations online — fully integrated with your team's calendar and availability in Odoo 17.

Let Customers Book Appointments Online with Odoo 17


Why Online Appointment Booking Matters

Customers today expect convenience. Whether you're offering sales demos, health consultations, virtual meetings, or onboarding calls, online booking:

  • 🎯 Reduces no-shows with reminders
  • 🕒 Cuts back on email/phone scheduling
  • 📲 Offers real-time availability 24/7

With Odoo 17, you don't need a third-party booking tool — it's already built in.


Enabling the Appointment Module

To start using this feature:

Apps → Install "Appointments"

It adds a simple backend configuration and a customer-facing appointment form on your website.


Creating Bookable Services

Define each appointment type under:

Appointments → Configuration → Appointment Types → Create
  • 📝 Service Name (e.g., "Free Demo", "Therapy Session")
  • ⏱️ Duration (15, 30, 60 minutes)
  • 📅 Assigned staff members
  • 🖥️ Meeting location: In-person, phone, or video

Customize lead time, buffer time between slots, and cancellation rules.


How Customers Book Appointments

Each service gets its own link or web page:

  • 🌐 Customers pick a date and time based on live availability
  • 🧑 Fill in their name, email, and optional custom fields
  • 📩 Receive instant confirmation and calendar invite

It's a smooth, professional experience that builds trust from the first interaction.


Managing Staff Availability

Each user defines their working hours in:

Settings → Users → Working Hours

You can block out breaks, public holidays, or personal time. Odoo supports:

  • 📆 Weekly schedules (e.g., Mon–Fri, 9am–5pm)
  • 🔄 Sync with Google/Outlook calendars via iCal
  • 📍 Routing bookings based on team or user availability

Automated Confirmations and Reminders

Odoo sends timely communication to reduce no-shows:

  • ✅ Instant confirmation email on booking
  • 🔔 Reminder emails before the meeting
  • ❌ Optional reschedule/cancellation links

You can personalize the templates with your logo, instructions, or follow-up links.


Integration with CRM and Website

Appointments work hand-in-hand with:

  • 🧪 CRM — Log meetings as activities for leads
  • 🌐 Website — Embed on your "Contact" or "Book Now" pages
  • 📋 Helpdesk or Sales — Route specific services by department

This means every booking helps move your business forward — from lead to loyal customer.


Conclusion

Odoo 17's Appointments module makes scheduling effortless — for you and your customers. Whether you're a service provider, consultant, or coach, you can turn availability into opportunity with automated, professional online bookings.

Want help setting up appointment types or linking your calendar? Our Odoo team can make it work for you.


Let Customers Book Appointments Online with Odoo 17
JD / Janeindiran December 6, 2023
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