{"id":168519,"date":"2019-03-29T07:23:32","date_gmt":"2019-03-29T07:23:32","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=168519"},"modified":"2020-02-18T12:37:54","modified_gmt":"2020-02-18T12:37:54","slug":"odoo-appointment-sms-notification-management","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-appointment-sms-notification-management\/","title":{"rendered":"Odoo Appointment SMS Notification Management"},"content":{"rendered":"<div style=\"background-color: #aba0bf; margin: 20px; padding: 20px; font-family: times-new-roman, calibri; text-align: center; border-style: solid; border-width: 3px;\">\n<p><span style=\"font-weight: 400;\">This guide describes the configuration and workflow for sending SMS notifications regarding appointments scheduled in Odoo.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To know how to schedule an appointment, please refer to<\/span><\/p>\n<p><a href=\"https:\/\/webkul.com\/blog\/appointment-management-system\/\"><span style=\"font-weight: 400;\">User guide for Odoo Appointment Management Module<\/span><\/a><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">INTRODUCTION<\/h3>\n<hr \/>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p><em><span style=\"font-weight: 400;\">The module enables SMS notifications for fixed appointments to be sent to the customers\u2019 registered mobile numbers via Odoo. The Odoo admin can configure the module to send SMS notifications to the customers for various events such as appointment confirmation message, reminder SMS, etc.<\/span><\/em><\/p>\n<p><em><span style=\"font-weight: 400;\">The admin can also configure the SMS template in the Odoo. It also allows you to set the time (in days or hours) before their appointment date to send the reminder SMS to the customers.<\/span><\/em><\/p>\n<p><b>Please note<\/b><b>: The module is dependent on both, Odoo SMS notification Module and Odoo Appointment management Module. Both of the aforementioned modules need to be installed first for Odoo Appointment SMS Notification to work properly.<\/b><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">FEATURES<\/h3>\n<hr \/>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<ul>\n<li><em><span style=\"font-weight: 400;\">The admin can send SMS notifications about the booked appointment with the help of the module.<\/span><\/em><\/li>\n<li style=\"font-weight: 400;\"><em><span style=\"font-weight: 400;\">The admin can set to send notification for successful placement of an appointment request in the Odoo.<\/span><\/em><\/li>\n<li style=\"font-weight: 400;\"><em><span style=\"font-weight: 400;\">Also, if set to true a notification will be automatically sent to the customer for the change in the status of the appointment request.<\/span><\/em><\/li>\n<li style=\"font-weight: 400;\"><em><span style=\"font-weight: 400;\">The admin can also choose to send reminder SMS notification before the appointment date. The admin can set the days before the appointment date to send a reminder SMS Notification to the customer.<\/span><\/em><\/li>\n<li style=\"font-weight: 400;\"><em><span style=\"font-weight: 400;\">The records for all the SMS notifications and reminders sent to the customers is maintained in the Odoo backend.<\/span><\/em><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">INSTALLATION<\/h3>\n<hr \/>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p><em>1.) Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.<\/em><\/p>\n<p><em>2.) Extract the file on your system after the download finishes. You will be able to see a folder named- <strong>&#8216;appointment_sms_notification&#8217;<\/strong>.<\/em><\/p>\n<p><em>3.) Copy and paste this folder inside your Odoo <strong>Add-Ons<\/strong> path.<\/em><\/p>\n<p><em>4.) Now, open the Odoo App and click on the Settings menu. Here, click on <strong>Activate the Developer Mode<\/strong>.<\/em><\/p>\n<p><em>5.) Then, open on Apps menu and click on <strong>&#8216;Update Modules List&#8217;<\/strong>.<\/em><\/p>\n<p><em>6.) In the search bar, remove all the filters and search <strong>&#8216;appointment_sms_notification&#8217;<\/strong>.<\/em><\/p>\n<p><em>7.) You will be able to see the module in the search result. Click on <strong>&#8216;Install&#8217;<\/strong> to install it.<\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">WORKFLOW<\/h3>\n<hr \/>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<h4><span style=\"text-decoration: underline;\">Creating Appointment Notification Templates<\/span><\/h4>\n<p><em>1.) In Odoo, go to SMS &gt;&gt; Templates. Here you can see the existing SMS template and create new as per the requirement. Click on create.<\/em><\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot-65.png\"><img decoding=\"async\" class=\"alignnone size-medium wp-image-168559\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot-65.png\" alt=\"Create SMS Notication template for Appointments 1\" width=\"300\" height=\"155\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot-65.png 1305w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot-65-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot-65-300x154.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot-65-768x394.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot-65-1200x615.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" loading=\"lazy\" \/><\/a><\/p>\n<p><em>2.) Enter the name of the appointment template such as \u2018Appointment SMS Notification Reminder to Customer\u2019.<\/em><\/p>\n<p><em>3.) Now, under <strong>Conditions<\/strong> select &#8216;<strong>Appointment&#8217;<\/strong>. Then, choose <strong>Applies To<\/strong> also as an <strong>&#8216;<\/strong><strong>Appointment&#8217;<\/strong>.<\/em><\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot1-6.png\"><img decoding=\"async\" class=\"alignnone size-medium wp-image-168561\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot1-6.png\" alt=\"Create SMS Notication template for Appointments 2\" width=\"300\" height=\"155\" loading=\"lazy\" \/><\/a><\/p>\n<p><em>4.) Under the <strong>&#8216;C<\/strong><strong>ontent&#8217;<\/strong> tab, you can set the structure of the SMS.<\/em><\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot2-6.png\"><img decoding=\"async\" class=\"alignnone size-medium wp-image-168562\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot2-6.png\" alt=\"Create SMS Notication template for Appointments 3\" width=\"300\" height=\"155\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot2-6-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot2-6-768x393.png 768w\" sizes=\"(max-width: 300px) 100vw, 300px\" loading=\"lazy\" \/><\/a><\/p>\n<p><em>5.) If you tick on the checkbox next to auto-delete, the SMS record would be automatically deleted from Odoo after its status changes to Delivered. Click Save.<\/em><\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot3-6.png\"><img decoding=\"async\" class=\"alignnone size-medium wp-image-168563\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot3-6.png\" alt=\"Create SMS Notication template for Appointments 4\" width=\"300\" height=\"155\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot3-6.png 1304w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot3-6-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot3-6-300x154.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot3-6-768x393.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot3-6-1200x615.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" loading=\"lazy\" \/><\/a><\/p>\n<p><em>6.) You can create as many templates as required in the Odoo.<\/em><\/p>\n<h4><span style=\"text-decoration: underline;\">Settings SMS templates to Appointment Events\/Conditions<\/span><\/h4>\n<p><em>7.) In the Odoo, navigate through Appointment &gt;&gt; Configuration &gt;&gt; settings.<\/em><\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot4-6.png\"><img decoding=\"async\" class=\"alignnone size-medium wp-image-168564\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot4-6.png\" alt=\"settings appointment notifications in Odoo 1\" width=\"300\" height=\"155\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot4-6.png 1304w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot4-6-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot4-6-300x154.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot4-6-768x393.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot4-6-1200x615.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" loading=\"lazy\" \/><\/a><\/p>\n<p><em>8.) Here, you can set the designed template to the respective event to send the appropriate template when <\/em>an event<em> occurs.<\/em><\/p>\n<p><em>9.) You can SMS notifications for three events:<\/em><\/p>\n<p style=\"padding-left: 40px;\"><em>(i) successful scheduling of an appointment.<\/em><br \/>\n<em>(ii) Any changes to the status of appointment in Odoo<\/em><br \/>\n<em>(iii) SMS reminder before the appointment date.<\/em><\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot5-6.png\"><img decoding=\"async\" class=\"alignnone size-medium wp-image-168565\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot5-6.png\" alt=\"settings appointment notifications in Odoo 2\" width=\"300\" height=\"155\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot5-6.png 1305w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot5-6-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot5-6-300x154.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot5-6-768x393.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot5-6-1200x614.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" loading=\"lazy\" \/><\/a><\/p>\n<p><em>10.) Select the desired template for each of the above-mentioned conditions<\/em><\/p>\n<p><em>11.) Moving on, you can also set the days\/hours before the appointment date to send the SMS reminder notification to the customer.<\/em><\/p>\n<p><em>12.) Go to Appointment &gt;&gt; All appointments. Click on any scheduled to open it.<\/em><\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot6-4.png\"><img decoding=\"async\" class=\"alignnone size-medium wp-image-168566\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot6-4.png\" alt=\"settings appointment notifications in Odoo 2\" width=\"300\" height=\"155\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot6-4.png 1303w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot6-4-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot6-4-300x154.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot6-4-768x394.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot6-4-1200x616.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" loading=\"lazy\" \/><\/a><\/p>\n<p><em>13.) Here, under <strong>&#8216;<\/strong><strong>Other Info&#8217;<\/strong> tab, tick the checkbox next to <strong>\u2018Enable to send R<\/strong><strong>eminder via SMS\u2019.<\/strong><\/em><\/p>\n<p><em>14.) Then choose whether to send the notification days or hours before the time of scheduled appointment. Click Save.<\/em><\/p>\n<p><a href=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot7-5.png\"><img decoding=\"async\" class=\"alignnone size-medium wp-image-168567\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot7-5.png\" alt=\"settings appointment notifications in Odoo 4\" width=\"300\" height=\"155\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot7-5.png 1304w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot7-5-250x128.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot7-5-300x154.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot7-5-768x394.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2019\/03\/Screenshot7-5-1200x616.png 1200w\" sizes=\"(max-width: 300px) 100vw, 300px\" loading=\"lazy\" \/><\/a><\/p>\n<p><em>15.) Now an SMS notification will be sent to the customer as his appointment date approaches.<\/em><\/p>\n<p><em>16.) The history of all the sent SMS and their delivery status is available in the SMS menu.<\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<div style=\"background-color: #aba0bf; margin: 20px; padding: 20px; font-family: times-new-roman, calibri; text-align: center; border-style: solid; border-width: 3px;\">\n<p>To know more about how to configure SMS settings, please refer:<\/p>\n<p><a href=\"https:\/\/webkul.com\/blog\/odoo-sms-notification\/\">User Guide For Odoo SMS Notification<\/a><\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<div class=\"panel panel-primary\">\n<div class=\"panel-heading\">\n<div>\n<h3 class=\"panel-title\">NEED HELP?<\/h3>\n<hr \/>\n<\/div>\n<\/div>\n<div class=\"panel-body\">\n<div>\n<p><em><span style=\"font-weight: 400;\">Was this guide helpful? Please share your feedback in the comments below.<\/span><\/em><\/p>\n<p><em><span style=\"font-weight: 400;\">If you still have any issues\/queries regarding the module please raise a ticket at<br \/>\n<\/span><a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" rel=\"noopener noreferrer\"><b>https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/<\/b><\/a><\/em><\/p>\n<p><em><span style=\"font-weight: 400;\">For any doubt contact us at <\/span><b>support@webkul.com<\/b><span style=\"font-weight: 400;\">.<\/span><\/em><\/p>\n<p><em><span style=\"font-weight: 400;\">Thanks for reading!!<\/span><\/em><\/p>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This guide describes the configuration and workflow for sending SMS notifications regarding appointments scheduled in Odoo. To know how to schedule an appointment, please refer to User guide for Odoo Appointment Management Module &nbsp; INTRODUCTION The module enables SMS notifications for fixed appointments to be sent to the customers\u2019 registered mobile numbers via Odoo. The <a href=\"https:\/\/webkul.com\/blog\/odoo-appointment-sms-notification-management\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":184,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[1267,8321,8320],"class_list":["post-168519","post","type-post","status-publish","format-standard","hentry","category-odoo","tag-odoo","tag-sms-appointment-reminders-in-odoo","tag-sms-notifications-for-fixed-appointments-in-odoo"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Odoo Appointment SMS Notification Management | SMS Reminders<\/title>\n<meta name=\"description\" content=\"Odoo Appointment SMS Notification Management Module alows you to send notifications to customers like appointment reminders, alerts, etc.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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