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    Odoo Website Appointment Management System

    Introduction

    Since the booking trend on mobile phone is on peak now a days. Hence this generates a huge requirement of booking an appointement online.

    Considering this requirement we have launched our module Odoo Website Appointment Management System helps a customer to book an Appointment on their own from the website and make payment either before confirmation of appointment or after the appointment depending on the configuration set by the admin.

    Note: This module is dependent on Odoo Appointment Management System hence in order to use Odoo Website Appointment Management System you need to purchase this module also.

    Features

    • Website Appointment Management System helps a customer to book an appointment from the website.
    • This module helps a customer to search for an appointee and check their time slots.
    • A customer can book an appointment with an Appointment Date and a Time Slot.
    • Admin can set whether the customer can make payment before the appointment confirmation or after the appointment.
    • Admin can approve or reject the appointment created by customers.
    • General information of Appointee can be seen by customers while finding appointees on the website.
    • Facility of mail reminder to customers before the date of appointment.
    • Facility of email notification to the customer on approval of the appointment.

    Installation

    After buying this app from our Webkul store you will get the link for downloading the zip file. Simply download it and extract then you will see the website_appointment folder, now you will have to copy this app folder inside your Odoo addons path.

    Now simply follow these steps:
    1. Go to settings menu and click on Activate the Developer mode.
    2. Now go to apps menu and Click on ‘Update Modules List’.
    3. Remove the app’s filter and search for the website_appointment key.
    4. Now you will see the module then simply install it.

    After installing you will be able to handle different functionality as mentioned in module’s workflow.

    Workflow

    Let us check how this module works

    Configuration

    Firstly Admin needs to set the payment mode for customers booking the appointment from the website. This configuration is managed by Appointment>>Settings>>Customer Payment>> and select the appointment payment mode for customers it can be either before the appointment confirmation or after the completion of appointment.

    Admin can manage the facility of mail reminder to customers before the date of appointment. Also, he can set the configuration of email notification to the customer on approval of the appointment.

    Website view

    On the website, the admin needs to enable Show Appointment option. Just be enabling or disabling this option admin can show or hide the appointment option.

    When the Show Appointment option is enabled A new ‘Appointment’ link will be visible to the customer. Customers can book an appointment from the link highlighted in the below image.

    After clicking on Book an Appointment button customer needs to fill the details on this page where he/she can find and book an appointment. Here the customer needs to select the appointment group with whom the appointment is to be booked and the date for which the appointment is to be booked.

    On clicking Find and Book, all the available appointees on that date along with their time slots will be visible. A customer can click on any suitable timeslot to book an appointment.

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    As soon as customer will click on book now button for the selected appointee he can see his appointment details this module also provides a description box for the customer booking an appointment where he/she can type message related to appointment and finally click on confirm booking button to pay for the appointment.

    On confirming, the appointment will be booked and the customer can pay at that time or later according to the configuration set by admin.

    On clicking on Pay Now button, the customer will see all the payment options. All the payment options provided by the admin will be visible to the customer and he can make his payment for the appointment by selecting his preferred payment method. 

    Under Your documents, a customer can check all his booked appointments this new ‘Appointments’ link can be seen under ‘My Account’ menu.

    Customers can see all their created appointment in ‘Appointments’ menu with their status.

    On opening any appointment, the details of that appointment will be visible. Also, a download button is available on the upper right corner of the appointment detail by clicking on which a customer can download the appointment report. 

    The following appointment report can be downloaded by the customer.

    Support

    For any kind of technical assistance, just raise a ticket at https://webkul.uvdesk.com/en/ and for any doubt contact us at support@webkul.com

    Current Product Version - 1.0.0

    Supported Framework Version - Odoo Version 11

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