How to Create a New Appointment in Website Module – Odoo 18 (Enterprise)
Introduction :
In Odoo 18 Enterprise, the Appointments feature allows customers to book meetings directly from your website. This is very useful for service-based businesses like consultants, trainers, salons, hospitals and agencies.
In this blog, let’s see step-by-step how to create a new appointment in the Website module.
Purpose :
1. Easy Online Booking
Allow customers to book meetings directly from the website without manual coordination.
2. Time Management
Help businesses manage employee schedules efficiently.
3. Avoid Double Booking
Show only available time slots to prevent conflicts.
4. Professional Scheduling System
Provide a structured and organized appointment system.
5. Automated Communication
Send automatic confirmation and reminder emails.
6. Improve Customer Experience
Make booking simple, fast and convenient.
7. Reduce Manual Work
Eliminate back-and-forth calls and emails for scheduling.
Step 1: Create a New Appointment
Go to Appointments → Appointments → Click New
Now configure the following:
Basic Information
* Appointment Title (Example: Free Consultation)
* Duration (30 mins / 1 hour)
* Pre-booking Time
Options Tab
The Options tab controls how the appointment behaves on the website and how bookings are managed.
* Front-End Display – Choose whether to show user pictures or not on the booking page.
* Timezone – Defines the timezone used for appointment scheduling.
* Location – Specifies where the meeting will take place (e.g., Online Meeting).
* Videoconference Link – Automatically generates a meeting link (e.g., Odoo Discuss).
* Manual Confirmation – If enabled, appointments must be manually approved.
* Up-front Payment – Allows payment before confirming the appointment.
* Limit to Work Hours – Restricts bookings to employee working hours only
* Create Opportunities – Automatically creates a CRM opportunity from the booking.
* Reminders – Sends automatic email/SMS reminders before the meeting.
* Allow Guests – Lets customers invite additional participants
Questions Tab
The Questions tab is used to collect information from customers during booking.
* Add custom questions like phone number, requirements, or notes
* Supports text fields, checkboxes and dropdowns
* Helps prepare better before the appointment
* Information is saved with the appointment record
Messages Tab
The Messages tab manages automated communication with customers.
* Booking Email – Sent when the appointment is confirmed
* Click share Button : It will shown the Create a ShareLink popup
Click copy link & close Button
By using the Share option, you can easily share the online appointment link with other members of your organization.
To publish the appointment on the website, click the Go to Website option on the right-hand side. This will redirect you to the calendar to choose a date and time.
* Click Confirm Appointment Button
* Confirm Appointment
Step 2: Test the Appointment Booking
Once booked:
* It creates a calendar event
* Customer receives confirmation email
* Appointment appears in backend
Benefits of Website Appointments
* 24/7 online booking
* Automatic calendar sync
* Reduced manual coordination
* Professional booking experience
* Email reminders & notifications
Conclusion :
Creating a new appointment in Odoo 18 Enterprise is simple and powerful. By configuring appointment types and publishing them on the website, businesses can automate their booking process and improve customer experience.
If you are using Odoo for service management, the Appointments feature is a must-try tool!