POS Appointment
Book appointments and manage service bookings directly at Odoo point of sale. Optimize schedules and enhance customer experience.
Overview
POS Appointment module integrates appointment booking functionality into Odoo point of sale system, allowing staff to create and manage service appointments directly at checkout.
Suitable for service industries like hair salons, spas, clinics, repair centers, where customers need to book before using services.
Automatically sync with staff schedules, avoid double booking, and send reminder notifications to customers.
Key Features
Key points
• Book at checkout - Create appointments quickly when customers visit store
• Real-time calendar view - Check available slots for staff and rooms
• Resource management - Allocate staff, rooms, equipment for appointments
• Advance payment - Collect deposit or full payment at checkout
• Automatic reminders - Send SMS/Email appointment reminders to customers
• Waitlist management - Queue customers when no slots available
• Appointment history - Track booking history for each customer
• Performance reports - Analyze occupancy rate, revenue by service
Target Users
Key points
• Hair salons, spas - Book haircuts, coloring, skincare
• Clinics, dental - Book medical appointments, treatments
• Repair centers - Book car maintenance, electronics repair
• Gyms, yoga studios - Book classes, personal training
• Restaurants - Reserve tables for customers
How to Use
Steps
1. Go to Point of Sale, open POS session
2. Click "Appointment" button on POS interface
3. Select service customer wants to book
4. Choose desired date and time
5. System displays available slots for staff/rooms
6. Select staff or let system auto-allocate
7. Enter customer information (name, phone, email)
8. Collect deposit if needed
9. Confirm and print appointment slip for customer
Scenario 1: Walk-in customer books haircut
Customer visits salon and wants to book haircut for weekend.
Receptionist opens POS Appointment, selects "Men's Haircut" service, views available slots on Saturday, chooses 10:00 slot with stylist Minh, enters customer info, prints appointment slip.
Scenario 2: Book and pay in advance
Customer books 2-hour spa package and wants to pay now.
Staff creates appointment, adds service to POS cart, customer pays in full, system records payment and sends confirmation email.
Scenario 3: Customer wants to reschedule
Customer calls to reschedule from 10:00 to 14:00.
Staff finds appointment in POS by phone number, selects "Reschedule", chooses new 14:00 slot, confirms and sends update notification to customer.
Scenario 4: Manage waitlist
All slots for the day are full, customer wants to be on waitlist.
Staff adds customer to waitlist, when someone cancels, system automatically notifies customers on waitlist.
Scenario 5: Staff performance report
Manager wants to know which staff has highest occupancy rate.
View POS Appointment report by staff, analyze appointment count, completion rate, revenue, for evaluation and rewards.
Bookable Service Types
Key points
• Personal services - Haircut, coloring, perm, nails, massage
• Medical services - Medical consultation, dental, physical therapy
• Repair services - Car maintenance, phone repair, computer repair
• Training services - Yoga classes, gym, personal training
• Consulting services - Legal, financial, design consulting
Schedule Configuration
Key points
• Working hours - Set opening, closing hours for each day
• Break times - Mark lunch breaks, holidays
• Service duration - Configure standard time for each service
• Slot spacing - Add buffer time to prepare between appointments
• Concurrent capacity - Allow multiple appointments simultaneously if enough staff
Tips for Effective Use
Key points
• Update calendar regularly - Mark appointments completed or cancelled immediately
• Use reminders - Enable SMS/Email reminders 24h before appointment
• Categorize customers - Mark VIP customers for priority
• Detailed notes - Add notes about special customer requests
• Deposit for peak times - Collect deposit to reduce no-show rate
• Analyze data - View reports to optimize work schedules
System Requirements
Key points
• Point of Sale module installed
• Appointment module installed
• POS Appointment module activated
• Configure work schedules for staff and resources
• Set up bookable services
Troubleshooting: No available slots
Key points
• Check staff work schedule is configured
• See if any appointments are occupying slots
• Check for days off or lunch breaks
• Ensure service duration fits remaining slots
Troubleshooting: Customer not receiving reminders
Key points
• Check customer phone/email is correct
• See if SMS/Email sending is enabled
• Check API key for SMS/Email service
• View message sending logs in Odoo
Troubleshooting: Double booking
Key points
• Check concurrent appointment configuration
• See if multiple staff are allocated
• Ensure buffer time between appointments
• Update completed appointments immediately to avoid confusion
Frequently Asked Questions
Key points
• Can customers book online? - Yes, if Website Appointment module is activated
• Can book recurring appointments? - Yes, create repeating appointments weekly/monthly
• How to handle no-shows? - Mark "No-show", can charge cancellation fee if deposit paid
• Is there a limit on appointments? - Depends on available staff and resources
• Can book multiple services at once? - Yes, add multiple services to one appointment
• How to avoid overbooking? - System automatically checks availability before allowing booking
Business Benefits
Key points
• Increase 40% staff utilization through optimized scheduling
• Reduce 60% no-show rate with automatic reminders
• Increase service revenue with professional schedule management
• Improve customer experience with quick booking
• Reduce waiting time and queuing at store
• Centralized customer data, easy care and marketing