Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Artificial Intelligence
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Property Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
Planning shifts 15.1 Planing task
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
Planning shifts 15.1 Planing task
About this forum
  1. Planning
  2. Forum

How to publish online planning availability?

Subscribe

Get notified when there's activity on this post

This question has been flagged
shiftsPlaningPlanning
1 Reply
7236 Views
Avatar
Dario Cucchiar

in Odoo16 I'd like to combine function such as in "calendar" and in "Planning" in order to plan Employees assignments, and also allow customers to self check employees availability by website.

For example, if a consultant has several time shifts assigned by orders planning and others not assigned time shifts, I'd like to link this availability to Calendar's "Appointment" App. Customers Could self reserve Consultant's time at the appropriate day and hour.

1
Avatar
Discard
Avatar
RoryDickerson
Best Answer

To achieve this in Odoo 16, you can use the following steps:

  1. Create Employee Shifts:

In the "Planning" app, you can create employee shifts for each consultant. These shifts should include the working hours for the consultant. You can also create shifts for consultants who are not currently assigned to any orders.

  1. Create Appointments:

In the "Calendar" app, you can create appointments for each consultant based on their availability. You can link the consultant's shift to their calendar availability using the "Shifts" tab in the appointment form. This will ensure that only the available time slots are visible to customers.

  1. Publish Employee Availability:

You can allow customers to check employee availability by publishing the employee's calendar on the website. This can be done by enabling the "Website Calendar" feature in the employee form. Once this feature is enabled, the employee's calendar will be displayed on their public profile page.

  1. Allow Self-Booking:

To allow customers to self-book appointments, you can create a custom form on your website that allows them to select the consultant, date, and time slot. You can then use Odoo's built-in web form functionality to capture the customer's booking information and create an appointment in the "Calendar" app.

  1. Send Notifications:

To keep both the consultant and the customer informed about the appointment, you can configure Odoo to send email notifications to both parties when an appointment is booked or updated. This can be done by configuring the "Notification Templates" in the "Settings" menu.

By following these steps, you can combine the functionality of the "Calendar" and "Planning" apps in Odoo 16 to plan employee assignments and allow customers to self-book appointments based on employee availability.


0
Avatar
Discard
Dario Cucchiar
Author

Hi Rory, thank for your help, but I can't find some of the option that you described. Was you referring to Odoo 16 Enterprise Standard?

1_ Create Appointments:
"You can link the consultant's shift to their calendar availability using the "Shifts" tab in the appointment form."

I can't find "Shifts" tabs in the appointment form

2_ Publish Employee Avaiability
"enabling the "Website Calendar" feature in the employee form"

I can't find this feature in the employee form

Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Related Posts Replies Views Activity
How can I plan projects that don't have orders?
Planning
Avatar
Avatar
Avatar
2
Feb 26
4265
ODOO 13 - How can assign 3 shifts per day on planning app.? Solved
shifts
Avatar
Avatar
1
Dec 25
5900
Comment afficher un planning de réservation sur odoo ?
Planning
Avatar
0
Oct 25
4606
Future recurring tasks don't appear on my calendar
task Planning
Avatar
0
Mar 26
8
Shift approval by managers?
shifts v18 approval
Avatar
Avatar
1
Feb 26
4102
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk Slovenščina Español (América Latina) Español Svenska ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now