User Guide for Odoo Appointment Appointee Locator

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NOTE: In this user guide, we will discuss the flow of only the Appointment Appointee Locator to know the whole flow of the Appointment Management System. Read the User Guide for Odoo Website Appointment Management System.

INTRODUCTION

Find Apppointee location with Odoo Appointment Appointee Locator!

Many customers book appointments but don’t attend them because they are either busy or cannot be able to find the appointee’s location.

So what can be done to reduce non-attendance?

Odoo appointment Appointee Locator can help you with this. It permits customers to locate the appointee’s location via Google Maps. Also, the module shows all the nearby available appointees’ places in case the customer wishes to change it.

Customers can search for the appointee’s location before heading toward them. Additionally, they can opt for the shortest route to reach the appointee by viewing the map.

NOTE: Odoo Appointment Appointee Locator Module works in conjunction with the following module:
Odoo Website Appointment Management System
Odoo Appointment Management System
First, you must install these modules in your system for the Odoo Appointment Appointee Locator module to work correctly.

FEATURES

The module allows appointers to find the appointee’s location on Google Maps.
Appointers can also search for the available appointees nearby if they wish to change the appointment.
Moreover, customers can search for the appointee’s location before heading toward them.
Helps customers to reach the appointee’s location on time.
Ease customers in locating appointees so they can reach them without any inconvenience.

INSTALLATION

Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.
Extract the file on your system after the download finishes. You will be able to see a folder named- ‘appointment_appointee_locator.’
Copy and paste this folder inside your Odoo Add-Ons path.
Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
Then, open the Apps menu and click on ‘Update Modules List.’
In the search bar, remove all the filters and search ‘appointment_appointee_locator.’
You will be able to see the module in the search result. Click on ‘Install’ to install it.

WORKFLOW

1. Firstly, log in to the Odoo backend, locate ‘Appointment> Configuration> Appointees,’ and open any appointee’s profile.

2. On the profile, enable ‘Use Appointee Address,’ and in the ‘Partner Assignment’ tab, enter the ‘Latitude and Longitude.’ Once done, click the ‘Save’ button.

FRONTEND

3. On the website, scroll to the bottom of the page and click ‘Appointee Locator.’ On the new page, choose ‘Appointment Group and Date,’ and the appointee’s list will appear on the screen. Click on ‘View Slots.’

4. After that, a popup will appear on the screen that will show the available slots, click and choose any of them and click ‘Book Now.’

5. On the next page, confirm the booking by clicking ‘Confirm Booking.’

6. After clicking ‘Confirm Booking,’ the page will redirect to ‘Appointment’ Located under ‘My Account.’ On the page, click ‘Pay Now.’