WhatsApp Calendar
Automatically send appointment notifications and reminders via WhatsApp to minimize no-shows.
WhatsApp Calendar Overview
The WhatsApp Calendar module integrates with Odoo Calendar to automatically send appointment notifications via WhatsApp. Supports meeting confirmations, appointment reminders, schedule change notifications, and helps significantly reduce no-show rates.
Key points
• Automatically send appointment confirmations
• Pre-meeting reminders (24h, 1h)
• Schedule change or cancellation notifications
• Integration with Odoo Calendar and Appointments
• Support meetings with customers and employees
• One-click confirm/reschedule from WhatsApp
• Reduce no-show rate up to 70%
• Multi-timezone support
Calendar Notification Types
WhatsApp message types for calendar events:
Key points
• Appointment Confirmation - New appointment confirmation
• Meeting Reminder - Pre-meeting reminder
• Schedule Change - Schedule change notification
• Cancellation Notice - Cancellation notification
• Rescheduling Request - Reschedule request
• Meeting Link - Send online meeting link
• Post-meeting Follow-up - Post-meeting follow-up
• No-show Notification - Absence notification
Appointment Confirmation
Confirm appointments immediately upon creation:
Key points
• Send immediately after booking appointment
• Complete information: date, time, location, contact
• Add to calendar link
• Directions/map link if address available
• Contact information
• Preparation instructions
• Confirm/Cancel buttons
• Reschedule option
Meeting Reminders
Pre-meeting reminders:
Key points
• 24 hours reminder - 1 day advance notice
• 1 hour reminder - 1 hour advance notice
• Custom reminder timing
• Include meeting details
• Video conference link
• Agenda/preparation materials
• Quick confirm attendance
• Request reschedule if needed
Configure Reminder Rules
Set up reminder rules:
Steps
1. Navigate to Calendar > Configuration > Reminder Settings
2. Enable WhatsApp notifications
3. Select event types requiring reminders
4. Configure timing (24h, 1h, custom)
5. Choose WhatsApp templates
6. Set sending conditions (attendee type, event category)
7. Configure timezone handling
8. Test with sample event
Automated Workflow
Automated notification workflow:
Steps
1. Event created in Odoo Calendar
2. System checks attendees have WhatsApp
3. Send confirmation message immediately
4. Schedule reminder messages per configuration
5. Scheduled action triggers reminders at right time
6. Send message via WhatsApp API
7. Log notification to event
8. Track confirmation status
Event Types Support
Supported event types:
Key points
• Customer Appointments - Customer appointments
• Sales Meetings - Sales meetings
• Support Calls - Support calls
• Consultations - Consultations
• Interviews - Interviews
• Training Sessions - Training sessions
• Team Meetings - Internal meetings
• Webinars/Events - Online events
Personalization and Dynamic Content
Personalize calendar messages:
Key points
• {{attendee_name}} - Attendee name
• {{event_name}} - Event name
• {{event_date}} - Event date
• {{event_time}} - Event time
• {{event_location}} - Location
• {{organizer_name}} - Organizer name
• {{meeting_link}} - Online meeting link
• {{duration}} - Duration
Video Conference Integration
Video conferencing integration:
Key points
• Auto-generate meeting links (Zoom, Google Meet, Teams)
• Include link in WhatsApp message
• One-click join from WhatsApp
• Send link in reminder
• Update link if changed
• Backup dial-in information
• Recording availability notification
• Post-meeting recording link
Confirm/Reschedule Actions
Interactive actions from WhatsApp:
Key points
• Quick confirm attendance button
• Decline with reason
• Request reschedule
• Suggest alternative times
• Add to personal calendar
• View event details
• Contact organizer
• Update RSVP status in Odoo
No-Show Prevention
Minimize absence rate:
Key points
• Multiple reminder touchpoints
• Easy confirm mechanism
• Flexible rescheduling
• Clear cancellation policy
• Attendance incentives
• Track no-show history
• Automated follow-up with no-shows
• Waitlist management
Timezone Handling
Intelligent timezone handling:
Key points
• Auto-detect attendee timezone
• Display time in local timezone
• Timezone conversion in message
• Handle daylight saving time
• Multi-timezone event support
• Clear timezone indication
• UTC reference for clarity
• Timezone mismatch alerts
Group Events and Webinars
Manage group events:
Key points
• Bulk notifications for multiple attendees
• Registration confirmation
• Capacity management
• Waitlist notifications
• Event updates broadcast
• Pre-event materials distribution
• Post-event survey
• Recording distribution
Integration with Appointments
Integration with Odoo Appointments module:
Key points
• Online booking confirmation
• Automatic slot reservation
• Buffer time management
• Resource allocation notification
• Appointment type specific templates
• Custom booking forms
• Payment confirmation
• Cancellation policy enforcement
Tracking and Analytics
Track notification effectiveness:
Key points
• Confirmation rate
• No-show rate reduction
• Reschedule request rate
• Message delivery rate
• Response time analysis
• Attendance improvement metrics
• Cost per prevented no-show
• ROI calculation
Template Examples
Real-world message templates:
Key points
• Confirmation: "Appointment confirmed for {{event_name}} on {{event_date}} at {{event_time}}"
• Reminder: "Reminder: Your meeting starts in 1 hour"
• Change: "Appointment rescheduled to {{new_date}}"
• Cancellation: "Appointment {{event_name}} has been cancelled"
• Link: "Meeting link: {{meeting_link}}"
• Follow-up: "Thank you for attending {{event_name}}"
Customization Options
Customize per needs:
Key points
• Custom reminder timing
• Event type specific templates
• Brand voice customization
• Multi-language support
• Industry-specific workflows
• Integration with CRM data
• Custom fields in templates
• Conditional sending rules
Best Practices
Recommended practices:
Key points
• Send confirmation immediately after booking
• Multiple reminders (24h + 1h)
• Include all essential information
• Make rescheduling easy
• Respect timezone differences
• Clear cancellation policy
• Professional tone
• Test templates thoroughly
• Monitor no-show rates
• Collect feedback
Optimization Tips
Key points
• Send confirmation within 5 minutes of booking
• 24h reminder helps planning, 1h helps action
• Include map link for in-person meetings
• Test video link before sending
• Allow easy reschedule to avoid no-shows
• Track patterns to optimize timing
• Personalize messages as much as possible
• Clear call-to-action in each message
• Follow up after meeting to build relationship
• Use analytics for continuous improvement
Success Metrics
KPIs to measure success:
Key points
• No-show rate reduction (target: 50-70%)
• Confirmation rate (target: >80%)
• On-time attendance improvement
• Reschedule request handling time
• Customer satisfaction score
• Time saved on manual reminders
• Revenue protected from no-shows
• Calendar utilization rate
Troubleshooting
Solutions for common issues:
Key points
• Reminder not sending: Check scheduled action status
• Wrong timezone: Verify attendee timezone settings
• Duplicate messages: Review automation rules
• Link not working: Test video conference integration
• Late reminders: Check server time and cron jobs
• Missing attendees: Verify phone numbers
• Template errors: Validate dynamic fields
• High no-show despite reminders: Review timing and content
Important Terminology
Key concepts to understand:
Key points
• Appointment - Scheduled meeting
• Meeting Reminder - Meeting notification
• No-Show - Absence without notice
• RSVP - Attendance confirmation
• Reschedule - Change schedule
• Attendee - Participant
• Organizer - Event organizer
• Buffer Time - Time gap between meetings