Introduction
Odoo offers a simple and efficient way to schedule meetings using its Calendar module. The platform ensures that meetings are well-organized and attendees are notified via email. In this guide, we will walk through the steps required to schedule a meeting and notify participants.
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Steps to Schedule a Meeting in Odoo
1. Click on the Calendar
- Navigate to the Calendar module from the Odoo dashboard.
- The calendar interface will show your current schedule, including any existing events.
2. Click on the New
- To create a new meeting, click on the New button located at the top or corner of the calendar.
- A new meeting/event creation form will appear.
3. Fill in All Details and Click on the Email (Send Email to Attendees)
- Provide all the necessary details.
- After filling in the details, click on the Email button to send an email invitation to all attendees. This ensures they are notified of the meeting.
4. Click on the Send Button
- Review the meeting details and click the Send button to finalize the invitation and notify attendees.
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5. See the Meeting Added to the Calendar
- After sending the invitation, you will see the meeting automatically added to the calendar.
- The event will be visible to all invited participants.
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Conclusion
Scheduling a meeting in Odoo is a seamless process that ensures effective communication and organization. The system provides an integrated calendar with email notifications, making it easier to plan and coordinate meetings efficiently. Following the outlined steps ensures that meetings are scheduled promptly, and attendees are well-informed.
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