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closes odoo/documentation#11133

X-original-commit: 721c07d341
Signed-off-by: Dina Klarisse Dugar (dikd) <dikd@odoo.com>
Co-authored-by: kekiss <karaekiss@yahoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
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Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

content/applications/productivity/calendar.rst

@@ -1,9 +1,284 @@
-:nosearch:
+:show-content:
 
 ========
 Calendar
 ========
 
+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 – all from the same platform.
+
+Upon opening the :menuselection:`Calendar app`, users have an overview of their current meetings.
+The selected view option appears as a :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or
+:guilabel:`Year` drop-down menu. Under the view options drop-down menu, users can also enable or
+disable :guilabel:`Show weekends`.
+
+.. image:: calendar/calendar-overview.png
+   :alt: Overview of Calendar app.
+
+.. tip::
+   Depending on the selected view option, users can click the :icon:`oi-arrow-left`
+   :icon:`oi-arrow-right` :guilabel:`(left or right arrow)` buttons to switch between days, weeks,
+   etc., and switch back to the current day with the :guilabel:`Today` button.
+
+Sync third-party calendars
+--------------------------
+
+Users can sync Odoo with existing :doc:`Outlook <calendar/outlook>` and/or
+:doc:`Google <calendar/google>` calendars, by heading to
+:menuselection:`Calendar app --> Configuration --> Settings`. From here, enter
+:guilabel:`Client ID` and :guilabel:`Client Secret`. There is also an option to pause
+synchronization by ticking the checkbox, or automating synchronization by keeping it blank.
+
+Once the desired configurations are complete, be sure to click :guilabel:`Save` before moving on.
+
+Events created in synced calendars automatically appear across the integrated platforms.
+
+.. seealso::
+   - :doc:`Synchronize Outlook calendar with Odoo <calendar/outlook>`
+   - :doc:`Synchronize Google calendar with Odoo <calendar/google>`
+
+Create activities from chatter
+------------------------------
+
+Instantly create new meetings anywhere in Odoo through an individual record's chatter, like
+in a **CRM** opportunity card or task in the **Projects** app.
+
+From the chatter, click on the :guilabel:`Activities` button. In the :guilabel:`Schedule Activity`
+pop-up window, select the desired :guilabel:`Activity Type`, which populates a set of buttons,
+depending on the activity.
+
+Activities that involve other schedules, like :guilabel:`Meeting` or :guilabel:`Call for Demo`, link
+to the **Calendar** app. Select one of these activities to link to the **Calendar** app, then hit
+:guilabel:`Open Calendar` to navigate back to the app. Alternatively, it is also possible to
+:guilabel:`Schedule & Mark as Done` to close out the activity, or select :guilabel:`Done & Schedule
+Next` to keep the :guilabel:`Schedule Activity` window open to create another.
+
+.. seealso::
+   :doc:`Schedule activities in Odoo <../essentials/activities>`
+
+Plan an event
+-------------
+
+To put an event on the calendar, open the :menuselection:`Calendar app`, and click into the target
+date. On the :guilabel:`New Event` pop-up window that appears, start by adding the event title.
+
+.. image:: calendar/calendar-schedule-event.png
+   :alt: Schedule an event window on Calendar app.
+
+The target date auto-populates in the :guilabel:`Start` field. This can be changed by clicking
+into the date section, and selecting a date from the calendar. For multi-day events, select the end
+date in the second field, then click :guilabel:`Apply`.
+
+Tick the :guilabel:`All Day` checkbox if there is no specific start or end time.
+
+For events with specific start and stop times, ensure the :guilabel:`All Day` checkbox is unticked
+to enable time selection. With the :guilabel:`All Day` checkbox unticked, time selections appear in
+the :guilabel:`Start` field.
+
+The signed-in user auto-populates as the first attendee. Additional :guilabel:`Attendees` can be
+added or created from here, as well.
+
+For virtual meetings, copy and paste the URL into the space provided in the
+:guilabel:`Videocall URL` field. Or, click :icon:`fa-plus` :guilabel:`Odoo meeting` to create a
+link.
+
+Next, either create the event by clicking :guilabel:`Save & Close`, or select :guilabel:`More
+Options` to further configure the event.
+
+.. tip::
+   Once the event is created, users can click into the virtual meeting directly from the calendar
+   event to access more configuration options.
+
+.. image:: calendar/calendar-new-meeting.png
+   :alt: The full event form for a new calendar event.
+
+The :guilabel:`Description` field allows users to add additional information and details about the
+meeting.
+
+Click :guilabel:`More Options` to navigate to the meeting form, which provides additional
+configurations for the event:
+
+- :guilabel:`Duration`: Define the length of the meeting in :guilabel:`hours`, or toggle the
+  :guilabel:`All Day` switch.
+- :guilabel:`Recurrent`: Tick the checkbox to create a recurring meeting. Once selected, this
+  opens new fields:
+
+  - :guilabel:`Timezone`: Select the timezone for which this meeting time is specified.
+  - :guilabel:`Repeat`: Select the recurring period of this meeting. Depending on what type of
+    recurrence has been selected, a subsequent field appears, in which users can indicate when the
+    meeting should recur. For example, if :guilabel:`Monthly` is selected as the :guilabel:`Repeat`
+    option, a new field appears, in which the user decides on what :guilabel:`Day of Month` the
+    meeting should recur.
+  - :guilabel:`Until`: Select the limited :guilabel:`Number of repetitions` this meeting should
+    recur, the :guilabel:`End date` of when the recurrences should stop, or if the meetings should
+    recur :guilabel:`Forever`.
+- :guilabel:`Tags`: Add tags to the event, like `Customer Meeting` or `Internal Meeting`. These can
+  be searched and filtered in the **Calendar** app when organizing multiple events.
+- :guilabel:`Appointment`: Link existing or new appointments. These can be configured through the
+  :ref:`Share Availabilities <calendar/share-availabilities>` button from the main **Calendar**
+  dashboard.
+- :guilabel:`Privacy`: Toggle between visibility options to control who can view the event.
+- :guilabel:`Organizer`: This is defaulted to the current Odoo user. Select a new one from
+  existing users, or create and edit a new user.
+- :guilabel:`Description`: Add additional information or details about the meeting.
+- :guilabel:`Reminders`: Select notification options to send to attendees. Choose a default
+  notification, or configure new reminders.
+
+Coordinate with teams' availability
+-----------------------------------
+
+When scheduling an event for multiple users, on the **Calendar** app dashboard, tick the checkbox
+next to :guilabel:`Attendees` to view team members' availability. Tick (or untick) the checkbox next
+to listed users to show (or hide) individual calendars.
+
+.. image:: calendar/calendar-attendees.png
+   :alt: View of Attendees section on Calendar app.
+
+.. _calendar/share-availabilities:
+
+Share Availabilities
+--------------------
+
+On the **Calendar** app main dashboard, click the :guilabel:`Share Availabilities` button at the top
+of the page. Next, click and drag to select the available times and dates on the calendar to add
+them as options in the invitation.
+
+.. tip::
+   To remove a selected time range, hover over the availability to click the :icon:`fa-trash`
+   :guilabel:`(trash)` icon.
+
+.. note::
+   Within the :guilabel:`Share Availabilities` feature, selecting times is only possible on the
+   *Day* calendar views.
+
+Once availability has been selected, click the :icon:`fa-external-link` :guilabel:`Open` button to
+navigate to the associated appointment.
+
+.. image:: calendar/calendar-meeting-share-availability.png
+   :alt: Share availability window on Calendar app.
+
+Several configuration options are available on the appointment form:
+
+In the :guilabel:`Scheduling` field, 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.
+
+In the :guilabel:`Allow Cancelling` field, set a maximum hour window before the appointment that
+attendees are able to cancel.
+
+The :guilabel:`Availability on` field enables attendees to book :guilabel:`Users` or
+:guilabel:`Resources`, such as meeting rooms or tables. After selecting :guilabel:`Users` or
+:guilabel:`Resources`, type in the desired user or resource in the space below.
+
+The :guilabel:`Front-End Display` field is used to choose :guilabel:`No Picture` or
+:guilabel:`Show Pictures` related to the selected user or resource on the appointment page.
+
+If :guilabel:`Resources` has been selected in the :guilabel:`Availability on` field, users have an
+option to :guilabel:`Manage Capacities`.
+
+Tick the checkbox to limit the maximum amount of people that can use the resource at the same time.
+
+The :guilabel:`Assignment Method` field enables the order in which attendees book their time and
+user/resource:
+
+- :guilabel:`Pick User/Resource then Time`
+- :guilabel:`Select Time then User/Resource`
+
+If :guilabel:`Resources` has been selected in the :guilabel:`Availability On` field, a third option
+is available, :guilabel:`Select Time then auto-assign`.
+
+Optionally, configure the following tabs:
+
+- :ref:`calendar/appointment-schedule`
+- :ref:`calendar/appointment-options`
+- :ref:`calendar/appointment-questions`
+- :ref:`calendar/appointment-messages`
+
+Click the :guilabel:`Preview` button to see how the appointment link looks for attendees.
+
+Once the configurations are finished, click the :guilabel:`Share` button to generate a link to send
+directly, or click :guilabel:`Publish` to publish the appointment selection on the connected Odoo
+website.
+
+.. _calendar/appointment-schedule:
+
+Schedule tab
+~~~~~~~~~~~~
+
+In the :guilabel:`Schedule` 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, hit :guilabel:`Add a line`. Click into the new blank space under the
+:guilabel:`From` field, then select and enter the new target start date and time, respectively.
+Repeat under the new blank space under :guilabel:`To` to select and enter the new target end date
+and time.
+
+.. _calendar/appointment-options:
+
+Options tab
+~~~~~~~~~~~
+
+The :guilabel:`Options` tab provides additional configurations:
+
+- :guilabel:`Website`: Specify which website this meeting invitation will be published on.
+- :guilabel:`Timezone`: This defaults to the company's timezone selected in the **Settings** app.
+  To change the timezone, select the desired option from the drop-down menu.
+- :guilabel:`Location`: Select or create new locations from the drop-down menu. If this field is
+  left empty, the meeting is considered to be taking place online.
+- :guilabel:`Videoconference Link`: Select from :guilabel:`Odoo Discuss` or :guilabel:`Google Meet`
+  to include a video conference link in the meeting invitation, or leave it blank to prevent
+  generating a meeting URL.
+- :guilabel:`Manual Confirmation`: Only shown if :guilabel:`Resources` has been selected in the
+  :guilabel:`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.
+- :guilabel:`Up-front Payment`: Tick the checkbox to require users to pay before confirming their
+  booking. Once this is ticked, a link appears to :icon:`oi-arrow-right` :guilabel:`Configure
+  Payment Providers`, which enables online payments.
+- :guilabel:`Limit to Work Hours`: If :guilabel:`Users` has been selected in the
+  :guilabel:`Availability On` field, tick the checkbox to limit meeting time slots to the selected
+  :doc:`users' working hours <../hr/employees/new_employee>`.
+- :guilabel:`Create Opportunities`: When this is selected, each scheduled appointment creates
+  a new **CRM** opportunity.
+- :guilabel:`Reminders`: Add or delete notification reminders in this field. Select the blank space
+  for additional options.
+- :guilabel:`Confirmation Email`: Tick the checkbox to automatically send a confirmation email to
+  attendees once the meeting is confirmed. Select from the email templates or click
+  :guilabel:`Search More...`, then :guilabel:`New` to create a custom template.
+- :guilabel:`Cancelation Email`: Tick the checkbox to automatically send a cancelation email to
+  attendees if the meeting is canceled. Select from the email templates or click
+  :guilabel:`Search More...`, then :guilabel:`New` to create a custom template.
+- :guilabel:`CC to`: Add contacts to be notified of meeting updates in this field, regardless if
+  they attend the meeting.
+- :guilabel:`Allow Guests`: Tick the checkbox to allow attendees to invite guests.
+
+.. _calendar/appointment-questions:
+
+Questions tab
+~~~~~~~~~~~~~
+
+In the :guilabel:`Questions` tab, add questions for the attendee to answer when confirming their
+meeting. Click :guilabel:`Add a line` to configure a :guilabel:`Question`. Then select a
+:guilabel:`Question Type`, optionally add a :guilabel:`Placeholder` answer, and choose whether it is
+a :guilabel:`Required Answer`.
+
+To learn how to create more comprehensive questionnaires, head to the **Survey** app
+documentation on :doc:`creating and configuring data-capturing questions
+<../marketing/surveys/questions>`.
+
+.. _calendar/appointment-messages:
+
+Messages tab
+~~~~~~~~~~~~
+
+In the :guilabel:`Introduction Message` field of the :guilabel:`Messages` tab, add additional
+meeting information that appears on the invitation.
+
+Information added to the :guilabel:`Extra Message on Confirmation` field appears once the meeting is
+confirmed.
+
 .. toctree::
    :titlesonly: