Appointments
by Viindoo
| Lines of Code | 2701 |
| Technical name | viin_appointment |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/viin_appointment |
| Read description for | v 15.0 v 16.0 v 17.0 v 18.0 |
| Included Dependencies | Viindoo Base |
| Extensions | Appointment to Opportunity Appointment to Sale Order Online Appointment Booking |
Appointments
Allow to Schedule Appointments
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
Built natively on Odoo/Viindoo to streamline real business operations:
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
Set up Teams for Appointments
Set up service tags for appointment classification and search
Create appointments template
Customers book appointments from the website
Staff receive customer appointments
Staff manage customer appointments
See Appointments in Action
See how this module solves real business problems in a working Viindoo environment.
Need help with Appointments?
For questions, implementation support, or consulting services, contact Viindoo.
Pre-Sales & Partnership
When contacting us, please include:
- Odoo/Viindoo version (CE/EE).
- Number of users and business scope.
- Other modules currently in use.
Technical Support
For faster troubleshooting, please provide:
- Order number or app reference.
- Odoo/Viindoo version & edition.
- Steps to reproduce the issue.
- Screenshots/logs if available.
Technical Requirement
Works Great With These Modules
Extend Appointments with complementary Viindoo apps:
Appointment to Opportunity
Create opportunity from appointment
Module viin_appointment_crmAppointment to Sale Order
Create quotation or sale order from appointment
Module viin_appointment_saleOnline Appointment Booking
Allows to partner book appointments on the website.
Module viin_appointment_websiteAppointment Opportunity to Quotation
Link appointment of opportunity to quotation
Module viin_appointment_sale_crmOnline Appointment Booking HR
Display employee profile on Online Appointment Booking
Module viin_appointment_website_hrAppointment Website Skip Confirmation, Address Info On Booking Form
Adds skip confirmation feature to online appointment booking and some address info on booking form
Module viin_appointment_website_patch1Who Should Use This Module?
Built for teams that need this capability fully integrated into their Odoo/Viindoo stack.
Executives & Business Owners
Need clear visibility into operations and a stack that scales without bespoke development.
Operations / Department Leaders
Want to streamline daily workflows, remove manual handoffs, and keep data consistent across teams.
Implementers & Odoo Partners
Looking for production-ready Viindoo modules to deliver projects faster and at lower risk.
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.
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