內容簡介
DoliAppointments 是一款 WordPress 外掛，能夠輕鬆將 Dolibarr 系統與 DoliAppointments 整合。使用者可以直接從 WordPress 網站創建預約訂單表單，並自動與 Dolibarr CRM 同步預約資訊。
【主要功能】
• 預約訂單表單：直觀介面可從 WordPress 預約
• 實時可用性：根據使用者行程顯示可用時段
• 安全 API 整合：與 Dolibarr 進行安全通信
• 自動創建：自動生成第三方和聯絡人
• CAPTCHA 保護：內建 CAPTCHA 支援表單安全
• 多語言支援：支援法語、英語、西班牙語等
外掛標籤
開發者團隊
原文外掛簡介
DoliAppointments is a WordPress plugin that allows you to easily integrate your Dolibarr instance with DoliAppointments installed. Create appointment booking forms directly from your WordPress website and automatically synchronize appointments with your Dolibarr CRM.
Requirements
This plugin requires:
– A Dolibarr installation with the DoliAppointments module installed, OR
– A Ma Gestion Cloud Professional instance (which includes DoliAppointments pre-installed)
Need a Dolibarr instance?
Create your account on Ma Gestion Cloud and get your Dolibarr instance with DoliAppointments pre-installed. 30 days free trial available!
About Ma Gestion Cloud Professional
Ma Gestion Cloud Professional is a complete CRM/ERP solution based on Dolibarr, offering a comprehensive suite of business management tools:
CRM Features:
– Customer relationship management (CRM)
– Contact and third-party management
– Sales pipeline and opportunity tracking
– Marketing campaign management
– Customer service and support tickets
ERP Features:
– Accounting and financial management
– Invoicing and billing
– Inventory and stock management
– Purchase and supplier management
– Project management and time tracking
– Human resources management
– Document management
Additional Features:
– Email integration
– Calendar and agenda management
– Reporting and analytics
– Multi-user and multi-company support
– API access for integrations
– Mobile-responsive interface
– Extensive module ecosystem
Ma Gestion Cloud Professional provides a complete business management solution in the cloud, allowing you to centralize all your business operations in one platform.
Main Features
Appointment Booking Form : Intuitive interface to book appointments from WordPress
Real-time Availability : Display available time slots based on user’s schedule
Secure API Integration : Secure communication with your Dolibarr instance
Automatic Creation : Automatic generation of third parties and contacts in Dolibarr
CAPTCHA Protection : Built-in CAPTCHA support for form security
Business Type Configuration : Support for B2B, B2C, or both business types
Administration Interface : Complete configuration panel
Responsive Design : Interface adapted to all screens
Multilingual : Support for French, English, Spanish, Italian, German
Available Shortcodes
[doli_appointments user_id="1"] : Displays the appointment booking form for the specified user ID
Customization
The plugin uses customizable CSS classes and allows the creation of custom templates in your theme.
Official Ownership
This plugin is the official WordPress integration for DoliAppointments, developed and maintained by Aplose, the official publisher of DoliAppointments.
Official Trademarks:
– DoliAppointments – Official trademark owned by Aplose
– Ma Gestion Cloud – Official trademark owned by Aplose (INPI Registration FR5053373)
– Aplose – Official trademark owned by Olivier ANDRADE SANCHEZ (INPI Registration FR4741208)
Company Information:
– Company: Aplose (100% owned by Olivier ANDRADE SANCHEZ)
– Legal Information: Pappers Company Profile
– Website: https://www.ma-gestion-cloud.fr
Configuration
Dolibarr URL
Enter the complete URL of your Dolibarr instance with DoliAppointments installed.
Example: https://your-instance.ma-gestion-cloud.fr
API Key
Enable the Web services / REST API module in Dolibarr (Home > Setup > Modules/Applications).
Create a dedicated technical user (recommended; do not use the administrator account).
Open Home > Users & Groups, open the user card, generate an API key, and save.
Copy the key into WordPress (DoliAppointments > Settings). Leave the field blank on save to keep the existing key.
The shortcode user_id is the Dolibarr user whose schedule is displayed. That user needs availability configured in DoliAppointments and these permissions (CRM/agenda records are created as that user):
– Third parties: read and create
– Contacts: create
– Agenda: create events
Business Type
Choose the type of business:
– B2B: Company field is required
– B2C: Company field is hidden
– Both: Company field is optional
Usage
Basic Shortcode
`
[doli_appointments user_id=”1″]
`
Shortcode Parameters
user_id : Required. The ID of the Dolibarr user whose schedule is displayed.
lang : Optional. Form language: fr, en, es, it, de. Example: [doli_appointments user_id="1" lang="en"]
Form Fields
Required Fields
First name
Last name
Email
Phone (optional)
Date and time selection
Company (required if Business Type is set to B2B, optional if Both, hidden if B2C)
Optional Fields
Notes
Troubleshooting
API Connection Error
Check the Dolibarr URL
Check the API key
Verify that DoliAppointments module is installed in Dolibarr
Test the connection from settings
Form Not Displaying
Check that the shortcode is correct
Verify that the user_id parameter is valid
Confirm Dolibarr URL and API key in DoliAppointments > Settings
Try clearing your browser cache or reinstalling the plugin from the official ZIP
No Available Slots
Verify that the user has configured availability schedules in Dolibarr
Check that the user has not exceeded the maximum advance booking period
Verify that there are no conflicting appointments or unavailabilities
Support
Technical Support
Contact our technical team for any assistance.
Need a Dolibarr Instance?
Create your account on Ma Gestion Cloud Professional and get your complete CRM/ERP solution with DoliAppointments pre-installed. 30 days free trial available!
Ma Gestion Cloud Professional is a complete CRM/ERP solution that includes customer management, invoicing, inventory, project management, and much more. All in one cloud-based platform.
