Kalender¶

Odoo Calendar is a scheduling app that allows users to integrate a company’s business flow into a single management platform. By integrating with the other apps in Odoo’s ecosystem, Calendar allows users to schedule and organize meetings, schedule events, plan employee appraisals, coordinate projects, and more.

Upon opening the Calendar app, users have an overview of their current meetings. The selected view option appears as a Day, Week, Month, or Year drop-down menu. Under the view options drop-down menu, users can also enable or disable Show weekends.

Tips

Depending on the selected view option, users can click the (left or right arrow) buttons to switch between days, weeks, etc., and switch back to the current day with the Today button.

Sync third-party calendars¶

Users can sync Odoo with existing Outlook and/or Google calendars, by heading to Calendar app ‣ Configuration ‣ Settings. From here, enter Client ID and Client Secret. There is also an option to pause synchronization by ticking the checkbox, or automating synchronization by keeping it blank.

Once the desired configurations are complete, click Save before moving on.

Events created in synced calendars automatically appear across the integrated platforms.

Se även

Create activities from chatter¶

Instantly create new meetings anywhere in Odoo through an individual record’s chatter, like in a CRM opportunity card or task in the Project app.

From the chatter, click on the Activity button. In the Schedule Activity pop-up window, select the desired Activity Type, which populates a set of buttons, depending on the activity.

Activities that involve other schedules, like Meeting or Call for Demo, link to the Calendar app. Select one of these activities to link to the Calendar app, then hit Schedule to navigate back to the app.

Se även

Schedule activities in Odoo

Plan an event¶

To put an event on the calendar, open the Calendar app, and click into the target date. On the New Event pop-up window that appears, start by adding the event title.

Schedule an event window on Calendar app.

The target date auto-populates in the Start field. This can be changed by clicking into the date section, and selecting a date from the calendar. For multi-day events, select the end date in the second field, then click Apply.

Tick the All Day checkbox if there is no specific start or end time.

For events with specific start and stop times, ensure the All Day checkbox is unticked to enable time selection. With the All Day checkbox unticked, time selections appear in the Start field.

The signed-in user auto-populates as the first attendee. Additional Attendees can be added or created from here, as well.

For virtual meetings, copy and paste the URL into the space provided in the Videocall URL field. Or, click Video to create a link.

Next, either create the event by clicking Save & Close, or select More Options to further configure the event.

Tips

Once the event is created, users can click into the virtual meeting directly from the calendar event to access more configuration options.

The full event form for a new calendar event.

The Description field allows users to add additional information and details about the meeting.

Click More Options to navigate to the meeting form, which provides additional configurations for the event:

Duration: Define the length of the meeting in hours, or toggle the All Day switch.
Organizer: This is defaulted to the current Odoo user. Select a new one from existing users, or create and edit a new user.
Tags: Add tags to the event, like Customer Meeting or Internal Meeting. These can be searched and filtered in the Calendar app when organizing multiple events.
Calendar description: Add additional information or details about the meeting.
Reminders: Select notification options to send to attendees. Choose a default notification, or configure new reminders.
Recurrent: Tick the checkbox to create a recurring meeting. Once selected, this opens new fields:
- Repeat: Select the recurring period of this meeting. Depending on what type of recurrence has been selected, a subsequent field appears, in which users can indicate when the meeting should recur. For example, if Monthly is selected as the Repeat option, a new field appears, in which the user decides on what Day of Month the meeting should recur.
- Until: Select the limited Number of repetitions this meeting should recur, the End date of when the recurrences should stop, or if the meetings should recur Forever.
- Timezone: Select the timezone for which this meeting time is specified.

Coordinate with teams’ availability¶

When scheduling an event for multiple users, on the Calendar app dashboard, tick the checkbox next to Attendees to view team members’ availability. Tick (or untick) the checkbox next to listed users to show (or hide) individual calendars.

View of Attendees section on Calendar app.

Availabilites tab¶

In the Availabilites tab of the appointment form, time slots can be managed. The target date and time populate as the first time slots.

To add a new time slot, click Add a line. Click into the new blank space under the From field, then select and enter the new target start date and time, respectively. Repeat under the new blank space under To to select and enter the new target end date and time.

Fliken Frågor¶

In the Questions tab, add questions for the attendee to answer when confirming their meeting. Click Add a line to configure a Question. Then select a Question Type, optionally add a Placeholder answer, and choose whether it is meeting. Click Add a line to configure a Question. Then select an Answer Type, optionally add a placeholder Answer, and choose whether it is Mandatory.

To learn how to create more comprehensive questionnaires, head to the Survey app documentation on creating and configuring data-capturing questions.

Communication tab¶

In the Introduction Page field of the Communication tab, add additional meeting information to appear on the invitation.

Information added to the Confirmation Page field appears once the meeting is confirmed.

Under the Emails & SMS heading, click the Reminders field to add one or more methods of reminding attendees about the appointment. Under the Booking Email field, and Cancellation Email field, select an email template to be sent to attendees when booking or cancelling meetings.

Fliken Alternativ¶

The Options tab provides additional configurations:

Allow invitations: Tick the checkbox to allow attendees to invite guests.
Auto Confirm: Only shown if Resources has been selected in the Availability On field. Tick the checkbox and enter a maximum percentage of the selected resource(s)’ total capacity to create a manual confirmation requirement to finalize the meeting.
Display pictures: Tick the checkbox to display user or resource images across the entire booking flow.
Create Opportunity: When this is selected, each scheduled appointment creates a new CRM opportunity.
Up-front Payment: Tick the checkbox to require users to pay before confirming their booking. Once this is ticked, a link appears to Configure Payment Providers, which enables online payments.
Website: Specify which website this meeting invitation will be published on.
Schedule: Select Weekly or Flexible scheduling.
Allow Bookings: set a minimum hour window to ensure appointments are confirmed a specified amount of time in advance. For example, set 01:00 to require attendees to confirm at least one hour before their appointment time.
Cancellation: set a maximum hour window before the appointment that attendees are able to cancel.
Timezone: This defaults to the company’s timezone selected in the Settings app. To change the timezone, select the desired option from the drop-down menu.

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