Online Appointment Booking in Odoo#
Service businesses - consultants, clinics, repair shops, training providers - need an online booking system that integrates with their ERP. Odoo Appointments lets customers self-schedule, fills the calendar automatically, and can trigger sale orders for billable sessions.
Prerequisites#
Apps → Appointments → install.
Creating an Appointment Type#
Appointments → Configuration → Appointment Types → New:
- Name: ERP Consulting Session
- Duration: 1 hour
- Location: Video Call (Zoom link auto-generated) or On-Site
- Available Staff: select which employees can handle this booking type
- Availability: Mon–Fri, 9:00–17:00 (based on their work schedule)
- Booking Lead Time: minimum 24 hours before the session (prevents last-minute bookings)
- Cancellation Policy: up to 48 hours in advance
Publishing the Booking Page#
Appointments → [Appointment Type] → Publish:
- A booking page appears at yourdomain.com/appointment/erp-consulting
- Customers see: available time slots based on staff calendars
- Choose a slot → enter name, email, optional note → confirm
The appointment appears in:
- The employee's Odoo calendar
- A confirmation email to the customer with calendar invite
Integration with Sales#
Configure automatic sale order creation on booking:
Appointments → Configuration → Settings → Appointment Product:
- Link each appointment type to a billable service product
- When a booking is confirmed: a draft sale order is created for the customer
- After the session: confirm the SO → invoice the customer
Rescheduling and Cancellation#
Customer receives a link in the confirmation email:
- Reschedule: customer picks a new slot (within the lead time window)
- Cancel: cancellation recorded, slot freed for other bookings
- Staff notified by email of any changes
Group Bookings (Webinars, Workshops)#
For events with multiple attendees:
- Capacity: max 20 participants per slot
- Each participant books individually → when capacity is reached, slot shows as full
- Attendee list is exported for preparation
Calendar Overview for Managers#
Appointments → Calendar → view all upcoming bookings by:
- Employee: which consultants are busy this week?
- Type: how many consulting sessions vs. training sessions?
- Location: on-site vs. remote
Identifies staffing gaps: if 20 sessions are booked and only 3 staff are available, add capacity.