What is the Calendar in Odoo?
Odoo Calendar is a powerful scheduling and event management application that allows businesses to handle all types of events, including meetings, appointments, employee appraisals, and project discussions, from a single, integrated platform. The Calendar app connects seamlessly with other Odoo modules like
CRM,
Sales,
HR,
Projects, and more, making organizing and streamlining business workflows easier.
Key Features and Functionalities of Odoo Calendar
1. Centralized Calendar Overview
When you open the Odoo Calendar app, you get an organized visual display of all your upcoming and past meetings and events.
* You can switch views based on your preference: Day, Week, Month, or Year, using a drop-down menu on the dashboard.
* Another option to show or hide weekends helps you customize your view according to your business needs.
* Navigation buttons like left and right arrows help you move through different timeframes, and the Today button lets you quickly return to the current date.
2. Sync with Google and Outlook Calendars
Odoo Calendar can be connected and synchronized with external calendars like Google Calendar and Outlook, allowing users to manage all events in one place without duplication.
* Navigate to Calendar App → Configuration → Settings to set up synchronization.
* Enter your Google or Microsoft account's Client ID and Client Secret.
* You can pause synchronization at any time or automate it to update events continuously.
* Once synced, any event created or updated in Odoo, Google, or Outlook will automatically reflect across all platforms.
3. Creating Activities from Anywhere Using Chatter
Odoo’s Chatter tool allows users to create and manage activities such as meetings or calls directly from other records like CRM opportunities, tasks, or projects.
* Click on the Activities button within any record.
* In the Schedule Activity pop-up, select an Activity Type
* You can open Calendar directly to set up the meeting or mark activities as done to complete them.
This tight integration ensures you don’t miss any follow-ups and helps you manage time efficiently.
4. Planning and Scheduling Events Easily
To create an event in the Calendar:
* Click on the target date in the calendar interface.
* A New Event pop-up will appear where you can enter:
- Event Title
- Start and End Dates
- Check the checkbox if it's an all-day event
- Specific start and end times for time-bound events
* Add Attendees, including internal and external contacts.
* Insert a Videocall URL for online meetings
After entering the details, choose Save & Close to finalize or More Options to open a detailed event form with advanced settings.
5. Advanced Event Configuration Options
* Recurring Events: Set the event to repeat (daily, weekly, monthly).
* Timezone Selection: Choose the appropriate timezone.
* Tags: Assign event tags for better filtering.
* Privacy Settings: Control who can see the event (public, private, or attendees only).
* Organizer: Assign or change the meeting organizer.
* Reminders: Set up automated notifications via email or popup.
To provide additional context for the meeting, you may also include a description.
6. Viewing Team Members' Availability
Odoo Calendar makes scheduling with teams easy by showing everyone's availability:
* Attendees list: Tick the checkbox next to a team member's name to view their calendar alongside yours.
* You can hide/show individual calendars to avoid clutter and focus on relevant people.
This is especially useful when coordinating meetings with multiple participants.
7. Sharing Availability for Appointments
With Share Availabilities, you can send available times for others to pick a convenient slot:
* Click Share Availabilities on the calendar dashboard.
* Select available time slots by clicking and dragging on the calendar.
* Remove slots by clicking the trash icon on unwanted slots.
* This feature works best in Day View for precise time selection.
* After selecting time slots, you can generate a sharable link or publish it on your website (if integrated).
8. Appointment Setup and Management
When sharing availability, you can set specific appointment rules:
* Scheduling Notice: Set a minimum time required before booking
* Cancellation Policy: Set how late someone can cancel
* Booking for Users/Resources: Allow people to book a person or resource.
* Capacity Limits: Restrict how many people can book a resource.
* Automatic/Manual Confirmation: Approve bookings manually if required.
* Payment Requirements: Collect payments before confirming appointments.
* Create CRM Opportunities: Automatically generate a CRM lead for every booking.
Email Notifications: Send confirmation and cancellation emails automatically.
9. Detailed Appointment Tabs
* Schedule Tab: Set specific time slots for meetings.
* Options Tab: Configure additional options like location, time zone, online meeting link, and reminder settings.
* Questions Tab: Add custom questions for attendees.
* Messages Tab: Set introduction and confirmation messages for attendees to see when booking.
10. Reminders and Notifications
Automatic email or pop-up reminders ensure that participants are notified ahead of meetings. You can set different reminder types and times to fit your needs.
Summary
Odoo Calendar is a versatile, user-friendly scheduling tool that helps businesses manage everything from team meetings to customer appointments, with deep integration into other Odoo apps. It allows for real-time collaboration, external calendar synchronization, automated reminders, and flexible appointment scheduling all in one place.