Inconsistent or missing meeting descriptions can lead to confusion, miscommunication, and missed expectations. Manual typing of repetitive meeting details is also inefficient.
The SME Calendar Meeting Types feature solves this by allowing users to select a predefined meeting type when scheduling a calendar event. Upon selection, the system automatically fills in the meeting description based on the chosen type, ensuring clarity, standardization, and productivity in your scheduling process.
Key Features & Benefits:
New “Meeting Type” Field on Calendar Events
- Adds a Meeting Type dropdown on calendar event creation/edit forms
- Admins can predefine types such as:
- Sales Demo
- Internal Review
- Support Session
- Kickoff Call
Auto-Fill Meeting Descriptions
- When a meeting type is selected, the description field auto-populates
- Description templates are managed by the admin or via backend settings
- Users can still manually edit the text if needed
Ensures Consistent Communication
- Standardizes what details are included in meeting invites
- Reduces the risk of missing key information (e.g., agenda, link, prep steps)
Saves Time During Scheduling
- Eliminates repetitive typing for recurring meeting formats
- Ideal for teams handling structured workflows (sales, onboarding, reviews)
Configurable for Any Business Use Case
- Meeting Types and their descriptions are configurable via technical menu or SME configuration
- Support for multilingual templates if required
Compatible with Odoo’s Calendar Module
- Works seamlessly with all standard calendar features (invitations, syncing, etc.)
- Available in both backend and portal calendar views (if needed)
Example Use Case:
A customer success manager schedules a Customer Kickoff Call from the calendar. Upon selecting this type, the system fills in a template:
"Welcome to the Kickoff Call! In this meeting, we will cover the onboarding process, timeline, key stakeholders, and next steps. Please prepare your project plan and initial requirements."
This saves time, avoids miscommunication, and ensures professional consistency.
Summary:
The SME Calendar Meeting Types feature improves your Odoo calendar scheduling experience by enabling type-based auto-filled descriptions. It increases productivity, standardizes meeting documentation, and helps teams deliver a more consistent communication experience — internally and with customers.
Ideal for sales, HR, support, project management, and any business unit that relies on structured meeting formats.
SME Calendar Meeting Types