日历

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.

打开 日历应用`后,用户可以概览他们当前的会议。所选的视图选项会以 :guilabel:`日月`或 :guilabel:`年`的下拉菜单形式出现。在视图选项下拉菜单下方,用户还可以启用或禁用 :guilabel:`显示周末

日历应用程序概览。

小技巧

根据所选的视图选项,用户可以点击 :guilabel:`(向左或向右箭头)按钮,在日、周等视图之间切换,并通过 :guilabel:`今天`按钮切换回当前日期。

同步第三方日历

用户可以前往 日历应用 ‣ 配置 ‣ 设置,将 Odoo 与现有的 Outlook 和/或 Google 日历进行同步。在此处,输入 客户端 ID `和`客户端密钥。还有一个选项可以通过勾选复选框来暂停同步,或通过将其留空来自动进行同步。

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

在同步日历中创建的活动会自动出现在整合平台上。

从沟通栏创建活动

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.

计划活动

要在日历上添加活动,请打开 日历应用程序 并点击目标日期。在弹出的 新活动 窗口中,首先添加活动标题。

在日历应用程序上安排活动窗口。

目标日期会自动填充到 开始 字段中。点击日期部分并从日历中选择一个日期即可更改。对于多日活动,请在第二个字段中选择结束日期,然后点击 应用

如果没有特定的开始或结束时间,请勾选 全天 复选框。

对于具有特定开始和停止时间的活动,请确保未勾选 全天 复选框,以启用时间选择。如果未勾选 全天 复选框,时间选择将显示在 开始 字段中。

已登录的用户会自动填充为第一个参与者。还可以在此处添加或创建其他 参与者

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

接下来,点击 保存并关闭 创建活动,或选择 更多选项 进一步配置活动。

小技巧

创建活动后,用户可直接从日历活动中点击进入虚拟会议,访问更多配置选项。

新日历活动的完整活动表单。

用户可以在 说明 字段中添加有关会议的其他信息和细节。

点击 更多选项 浏览会议表单,该表单可为事件提供其他配置:

  • 持续时间: 以 小时 为单位定义会议时长,或切换 全天 开关。

  • 组合者: 默认为当前 Odoo 用户。从现有用户中选择一个新用户,或创建并编辑新用户。

  • 标签:为活动添加标签,例如`客户会议`或`内部会议`。在组织多个活动时,可以在**日历**应用中对这些标签进行搜索和筛选。

  • Calendar description: Add additional information or details about the meeting.

  • 提醒: 选择要发送给参会者的通知选项。您可以选择一个默认通知,或设置新的提醒。

  • 常规:勾选复选框以创建定期会议。选中后,将打开新字段:

    • 重复:选择此会议的重复周期。根据选择的重复类型,会出现一个后续字段,用户可在其中指明会议重复的时间。例如,如果选择 每月 作为 重复 选项,则会出现一个新字段,用户可在其中决定会议应在每月的哪一天重复召开。

    • 直到:选择重复的结束条件。可以是限定的 重复次数、指定的 结束日期,或设为 :guilabel:`永久 `重复。

    • 时区:选择指定会议时间的时区。

协调团队成员的空闲时间

在为多位用户安排日程时,您可以在**日历**应用的仪表板上,勾选 :guilabel:`参与者`旁边的复选框,以查看团队成员的空闲时间。勾选(或取消勾选)所列用户旁边的复选框,即可显示(或隐藏)其个人日历。

查看日历应用程序上的参与者部分。

分享可用性

On the Calendar app main dashboard, click the Share button at the top of the page, then select Specific Slots from the drop-down. Next, click and drag to select the available times and dates on the calendar to add them as options in the invitation.

Selecting availabilites on the Calendar dashboard.

小技巧

要移除已选的时间范围,请将鼠标悬停在该空闲时间上,然后点击 :guilabel:`(垃圾桶)`图标。

Once availability has been selected, click Copy Link to copy a sharable link to the clipboard. Or, click Configure icon button to navigate to the associated appointment.

日历应用中的分享空闲时间窗口。

On the Share Availabilities form, enter an Appointment Title. Confirm the correct user is selected in the Users field. To add a meeting room to the appointment, click the Location field.

注解

If nothing is selected in the Location field, the appointment defaults to an Online Meeting.

In the Video Link field, select the type of video call link that will be used for the generated appointments. If this field is left blank, no meeting URLs will be created.

To allow attendees to invite others to the event, tick the Allow invitations checkbox.

Add a message in the Introduction Message field. This is used as a description for the event. Add a message to the Extra Message on Confirmation field to be displayed after the appointment is booked.

Click Save & Copy Link. To futher customize the appointment, click the (expand) icon at the top of the pop-up window.

点击 预览 按钮,查看参与者的预约链接。

可选择配置以下选项卡:

配置完成后,点击 分享 按钮生成链接直接发送,或点击 发布 在连接的 Odoo 网站上发布预约选择。

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.

问题选项卡

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.

要了解如何创建更全面的问卷,请访问 调查问卷 应用程序说明文档 创建和配置数据捕获问题

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.

选项标签页

选项 选项卡提供其他配置:

  • 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.

  • 预付款:勾选复选框,要求用户在确认预订前付款。勾选后,会出现一个指向 配置支付提供商 的链接,该链接可实现在线支付。

  • 网站:指定此会议邀请函将在哪个网站上发布。

  • 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.

  • 时区:默认为在**设置**应用程序中选择的公司时区。要更改时区,请从下拉菜单中选择所需的选项。