Lịch hẹn

Ứng dụng Lịch hẹn của Odoo là một công cụ đặt lịch tự động, giúp đơn giản hóa quy trình đặt lịch họp, tư vấn hoặc dịch vụ. Được tích hợp với các ứng dụng kinh doanh khác của Odoo, ứng dụng này cho phép doanh nghiệp tự động hóa công tác lên lịch, giảm bớt việc điều phối thủ công và mang đến trải nghiệm mượt mà cho khách hàng. Lịch hẹn có thể được liên kết với lịch, cơ hội trong CRM, lịch trình của nhân viên và hơn thế nữa, khiến nó trở thành công cụ lý tưởng cho các doanh nghiệp dịch vụ đang tìm kiếm sự hiệu quả và tổ chức chuyên nghiệp.

Cấu hình

Ứng dụng Lịch hẹn cho phép lên lịch các cuộc hẹn mới dựa trên khung giờ trống của người dùng hoặc tài nguyên như phòng họp hoặc khu vực chỗ ngồi. Để tạo tài nguyên mới hoặc quản lý tài nguyên hiện có, hãy đi đến Lịch hẹn ‣ Cấu hình ‣ Tài nguyên. Thao tác này sẽ mở danh sách các tài nguyên có sẵn trong cơ sở dữ liệu cùng với sức chứa của từng tài nguyên.

Tài nguyên

Click New to create a new resource. On the blank record, enter a Name for the new resource. In the Capacity field, enter the maximum number of people the resource can accommodate. Then, confirm the Timezone for this resource.

If desired, select one or more Linked Resource from the drop-down. This option designates one or more resources that can be used in combination to handled a bigger demand.

Quan trọng

Linked resources are only used when using the auto-assign Assignment Method.

Lastly, add a Description for this resource.

Ghi chú

The contents of the Description tab are visible to customers when booking an appointment online.

Appointment type configuration

Before appointments can be scheduled or booked, an appointment type must be created. Navigate to the Appointments app dashboard and click New. On the new blank record, enter an Appointment Title, then set a Duration for this appointment type.

Next, set a Pre-Booking Time. This is the minimum amount of time between when an appointment can be booked and when the appointment can begin. If the Pre-Booking Time is 1 hour, appointments must be booked at least 1 hour in advance.

Example

An appointment type is created for Tennis Courts, with a Duration of 1 hour, and a Pre-Booking Time of 1 hour. At 02:00 PM, a customer attempts to book an appointment for the same day at 02:45 pm. The first available time is 04:00 pm.

Select a Scheduling Window:

• Select Available now to allow customers to book an appointment immediately. Use the Up to X days into the future field to define how far in advance customers can schedule appointments. For example, if 14 is entered, customers cannot book anything more than 14 days from the current date.

• Select Within a date range to limit bookings to a specific range of dates. After selecting this option, click the From and to fields, and use the calendar pop-up window to customize the date and time range.

Update the Allow Cancelling field to limit the amount of time before an appointment where a customer can cancel. If this setting is enabled, customers are unable to cancel within the designated time frame.

Ghi chú

Nếu khách hàng cố gắng hủy cuộc hẹn trong khoảng thời gian không cho phép, họ sẽ nhận được thông báo lỗi kèm theo thông tin liên hệ. Nếu lịch hẹn được đặt cho một tài nguyên, thông tin liên hệ sẽ thuộc về người tạo loại lịch hẹn đó. Nếu lịch hẹn được đặt trực tiếp với một người dùng, thì thông tin liên hệ sẽ là của người được hẹn gặp.

Next, designate whether this appointment type is based on Users or Resources, by selecting the appropriate radio button. If it is based on users, select one or more Users in the drop-down. If it is based on resources, select one or more Resources in the drop-down.

Mẹo

User-based appointment types can be used for scheduling sales meetings and demos, as well as recruiting interviews.

Resource-based appointment types can be used for scheduling time in specific rooms or locations.

Selecting Resources in the Availability on field reveals the Manage Capacities option. If selected, the appointment limits the number of participants based on the capacity of the resources selected.

Choose an Assignment Method by selecting the appropriate radio button:

• Pick User/Resource then Time: customers select from a list of available users/resources, then select an open time slot.

• Select Time then User/Resource: customers choose a date and time, then select from the list of available users/resources.

• Select Time then auto-assign: customers select a time slot and are automatically assigned a user/resource.

Schedule tab

The Schedule tab is used to outline when this appointment type is to be made available. The settings define the time slots shown on the booking page.

Click Add a line to create a new time frame. Select a day of the week from the Every drop-down menu, then update the times in the From and To fields. Click the (trash) icon to delete an entry. Multiple entries can be included for a single day.

Mẹo

If an appointment should not be available at specific times, such as when users are taking lunch, include time slots before and after.

Options tab

The Options tab is used to customize the display options for this appointment, as well as notification settings for customers and users.

The Front-End Display field determines how the appointment is presented on the website to customers. Select the Show Pictures radio button to publish the default pictures of the user or resources for this appointment on the website.

The Timezone and Location fields automatically populate for resource appointments, based on where the resource is located. For user-based appointments, the Location field defaults to an Online Meeting, with a Videoconference Link automatically generated. If this should not be an online meeting, select a different option in the Location field.

Tick the Manual Confirmation checkbox to require approval before a meeting is accepted. If this feature is enabled, the appointment time slot is still considered reserved until it is confirmed or rejected. Leave this checkbox blank to automatically accept meetings created from this appointment.

The Create Opportunities feature adds an opportunity to the CRM app for each scheduled appointment, which is assigned to the responsible user. Tick the Create Opportunities checkbox to enable this option.

Quan trọng

This field is only visible if the CRM app is installed on the database.

The Reminders field is used to set how customers are to be contacted before the appointment time. Select one or more options from the drop-down, based on the communication method, and the time frame.

Tick the Allow Guests checkbox to grant customers the ability to add additional guests when registering for an appointment.

Questions tab

The Questions tab can be used to prompt customers for additional information while they are booking an appointment. Click Add a line to add a new question.

On the Create Questions pop-up window, enter the Question, then choose an Answer Type.

Tick the Mandatory Answer checkbox to require customers to answer this question before they are allowed to book an appointment. Click Save & New to add another question, or Save & Close when finished.

Messages tab

The Messages tab is used by the business to provide additional information to customers regarding this appointment type.

Quan trọng

The content in the Messages tab is visible to customers and website visitors.

In the Introduction Message field, add a short description of the appointment type. This can include the topic of the appointment, a meeting agenda, or an introduction to the users responsible for the meeting.

The Extra Message on Confirmation is displayed to a customer after they have booked a meeting. Add any additional information here that the customer should be aware of. This can include parking information, last minute rules, or additional instructions.

Publishing an appointment

When an appointment is ready to publish, click the Go to Website smart button at the top of the record. Then, slide the Unpublished icon to Published.

• Create opportunities from appointments