Appointments Model
In the Odoo Appointments module, users can easily create and manage patient appointments. Users can select the patient, doctor, date, time, and other appointment details.
Users can also view and manage scheduled appointments in one place. This makes it easier for healthcare staff to plan appointments, avoid scheduling mistakes, and manage daily patient visits.
Appointees Group Menu
Users can create an Appointees Group in the Odoo Appointments module by entering an appointee category and selecting the required appointees.
Appointees Menu
Users can create and manage appointees in the Odoo Appointments module. They can enter the required details for each appointee, such as their name, contact information, company, job position, and other appointment-related information.
Appointee Details
Users can set important details for each appointee in the Odoo Appointments module, such as specialty, work experience, and appointment charge.
Appointees Slot Menu
Users can create appointee slots in the Odoo Appointments module by entering an appointment slot name, selecting the required users, and setting the slot type and timings.
Auto Sent Email Reminder Configuration
In Odoo Appointments, users can enable the Auto Sent Email Reminder option from Configuration > Settings.
Create Appointment from the Portal
In Odoo Appointments, users can book an appointment directly from the website portal. They can access the Appointment page from the website and select the required appointment details.
Users can book an appointment from the Odoo website by first selecting the required appointment category and date.
Based on the selected category and date, Odoo displays the available appointees, along with their specialty, work experience, appointment charge, and available time slots.
In Odoo Appointments, when a user tries to book a time slot that has already been assigned to another person, the system prevents the booking.
A Denied popup is displayed with a message informing the user that the selected time slot has already been booked and asking them to choose another available slot.
After selecting an available time slot, the Book Now button is highlighted in green, showing that the slot is available for booking.
The user can then enter the required details, such as name, phone number, email, address, mobile number, and appointment description. After entering the details, the user can click the Book Appointment button to confirm the appointment.
Appointment Sent Successfully
Appointments Menu
In the Odoo Appointments menu, users can view all the appointments created from the website or backend.
In Odoo Appointments, users can open a created appointment to view all its details, including the customer, appointment charge, appointment type, appointee, contact details, date, day, and time slot.
After reviewing the appointment details, users can click the CONFIRM button to confirm the appointment. The appointment status is then updated from Waiting to Confirmed.
Once an appointment is confirmed, the user can create an invoice directly from the appointment form by clicking the “Create Invoice” button.
Appointment Invoice Wizard
When creating an invoice for an appointment, the Invoice Wizard allows the user to review the appointment details and select the appropriate Payment Terms.
The wizard displays key information such as the Appointee Name and Open Date. After selecting the required payment terms, the user can click “Create Invoice” to generate the appointment invoice.
Manage Appointment from the Portal
Users can access the Appointments section from their portal account to view and manage their booked appointments in one place.
The portal also provides sorting options, allowing users to organize appointments by Newest, Name, or Appointments. This makes it easier to find and manage specific appointments quickly.
Display Invoices from the Portal
Users can view their appointment invoice by clicking the Invoices button in the portal.
Users can also use the History section to send messages and attach files for any appointment-related questions.
User can view the generated appointment invoices and pay it directly from the portal.
Pay Appointment Invoice from the Portal
Users can view their generated appointment invoices in the portal. They can click Pay Now to pay the invoice directly from the portal or Download the invoice for their records.
Register Payment for Appointment Invoice
Users can view the selected payment method in the invoice chatter. Once the payment is completed, the invoice is marked as Paid, and the Amount Due is updated to $0.00.
Cron for Appointment Reminder to Appointee
Email Notification for Appointment Reminder
The appointee receives an email reminder with important appointment details, such as the appointment type, date, time, and person they are meeting with. This helps the appointee remember the scheduled appointment.
Cancel Appointment
Users can cancel a confirmed appointment by clicking the Cancelled button. Once cancelled, the appointment status changes from Confirmed to Cancelled.
Display Time Slots and Appointments in Appointee Form
Appointees can view their created appointment time slots in the form view. They can also see booked appointments with details such as the customer, appointment date, time, and status.
