Universal Appointments: Portal and Website v.14
The extension to the Universal Appointments app to schedule appointments on website and in portal
Clear website bookings
Let portal partners and website visitors to schedule an appointment through configurable multi-step process of checkout and confirmation
Full service management details
Publish resource types, resources, and services details in portal and website
Customizable website and portal pages
Turn on/off optional layout elements. Introduce own titles and welcome texts. Exclude booking steps
Portal control over reservations
Allow portal users control planned and done reservations
Universal website bookings
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Scheduling an appointment through Odoo portal and website is organized as multi steps checkout process
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A customer searches among resource types and selects a required one. For example, "Beauty salon" or "Class C Cars". The step would not be shown if there is a single published resource type for this website
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A customer navigates over available for this type resources and chooses one, a few, or apply any (all). For example, "Hair Dresser John Brown" or "Opel Astra 1234". The step is missed in case there is a single published resource, or a chosen resource type assumes automatic allocation
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A customer chooses a desired service among provided by selected resources. For example, "Classic Hair Cutting" or "Car Rent Class C". Clients would not be asked to choose a service, if there is only one published for this website
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A customer is shown available time slots. The interface let adopt time frames for search, change time zone, insert duration (for services with manual duration). Each action results in slots recalculation. Website visitors might be optionally allowed to book a few time slots for a chosen service
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Slots selection is required and might be not missed. As soon as pre-reservation is done, nobody else can book the same slot. Simultaneously, clients have limited time to make confirmation after which pre-reservation would be canceled (the exact time is up to you)
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A customer should enter contact details, set of which might be configured per website. By default required ones are name and email. Previously registered (portal) users would have fields auto populated. Optionally add here a checkbox to agree with terms and conditions
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Optionally ask customers to confirm email / mobile or phone number. If confirmation option is turned on, website visitors would be obliged to insert received codes. In case a correct code is not introduced in time (set up on the configuration page), appointments would be canceled. If you selected SMS confirmation (depends on Odoo SMS IAP), but you balance is not sufficient, a confirmation code would be forwarded by email
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As soon as all steps are done, a customer receives a confirmation email and is redirected to the success page. For not yet registered users, Odoo would offer to enter the password for Odoo portal
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During the whole process customers might see the progress bar (if you have not purposefully turned it off). Progress bar let safely return to any previous step.
Configurable appointment pages
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Show / hide progress bar. Introduce your own names for progress steps
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Show / hide introduction block, images, short description for resource types, resources, and services
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Prepare own full details pages for resource types, resources, and service using Odoo standard website builder. Show / hide links for those pages
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Show / hide pre-reservation and confirmation timers
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Choose contact details fields required to be entered
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Define filters and sorting criteria for resource types, resources, and service pages
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Show / hide agreement with terms and conditions for portal / public users. Introduce your own text and link for that agreement
Portal control of reservations
Portal control of reservations
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Customers may control their appointments right in the Odoo portal
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Portal users observe the list of planned and done appointments, and may check any of those
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The Odoo portal allows to schedule new or repeat existing reservation, cancel or re-schedule planned ones
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Each appointment has chatter box which allows direct communication with resource manager and other followers
Frequently Asked Questions about Universal Appointments: Portal and Website Odoo v.14
According to the current Odoo Apps Store policies:
- every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
- starting from version 13.0, every module version should be purchased separately.
- disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.
Take into account that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.
The easiest approach is to use the Odoo store built-in workflow:
1. Open the module's page and click the button Deploy on odoo.sh
2. After that, you will be redirected to the GitHub page. Login to your account and click 'Create a new repo' or use the existing one. Please, make sure, that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project
3. Then, go to odoo.sh and click on the deploy button, submit the decision in the pop-up window and click 'Continue'. The action will trigger the installation process.
These steps will install the app for your project production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:
1. Upload the source code for the app from the Odoo store
2. Commit the module to a required GitHub repository. Make sure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions
3. Deploy a target branch of the odoo.sh project or wait until it is automatically built if your settings assume that.
Unzip the source code of the purchased tools in one of your Odoo add-ons' directories;
Re-start the Odoo server;
Turn on the developer mode (technical settings);
Update the apps' list (the apps' menu);
Find the app and push the button 'Install';
Follow the guidelines on the app's page if those exist.
Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.
A red/orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.
So, first of all, please check deployed database features. Does everything work correctly?
If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).
No, we distribute the tools only through the official Odoo apps store
Regretfully, we do not have a technical possibility to provide individual prices.
No, third party apps can not be used on Odoo Online.
Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.
The price for our modules is set up in euros. The Odoo store converts prices in others currencies according to its internal exchange rate. Thus, the price in US Dollars may change, when exchange rate changes.
Bug reporting
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.
Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
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