Difference between revisions of "O365 - Microsoft Bookings"

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Here, you will have to fill out or select information regarding your appointment, such as the reason for the appointment, the date and time, and your name, phone number, email address, and any other relevant information.  
 
Here, you will have to fill out or select information regarding your appointment, such as the reason for the appointment, the date and time, and your name, phone number, email address, and any other relevant information.  
 +
 
   
 
   
 
[[Image:Book_Book-Serv.png]]
 
[[Image:Book_Book-Serv.png]]
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[[Image:Book_Book-Time.png]]
 
[[Image:Book_Book-Time.png]]
 +
 
   
 
   
 
[[Image:Book_Book-Details.png]]
 
[[Image:Book_Book-Details.png]]
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Click the "Book" button at the bottom of the page to schedule the meeting. The department or office will be notified.
 
Click the "Book" button at the bottom of the page to schedule the meeting. The department or office will be notified.
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On the left side of the Bookings page, click the "Business Information" tab to add, edit, or delete information about your business/organization.  
 
On the left side of the Bookings page, click the "Business Information" tab to add, edit, or delete information about your business/organization.  
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[[Image:Book_Info-Tab.png]]
 
[[Image:Book_Info-Tab.png]]
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You can change the hours during which you provide different services, your business description, your business logo, and other information.
 
You can change the hours during which you provide different services, your business description, your business logo, and other information.
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[[Image:Book_Info.png]]
 
[[Image:Book_Info.png]]
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[[Image:Book_Info-Hours.png]]
 
[[Image:Book_Info-Hours.png]]
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[[Image:Book_Info-Logo.png]]
 
[[Image:Book_Info-Logo.png]]
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Click "Save" at the top of the page to save your changes.
 
Click "Save" at the top of the page to save your changes.
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On the left side of the Bookings page, click the "Staff" tab.  
 
On the left side of the Bookings page, click the "Staff" tab.  
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[[Image:Book_Staff-Tab.png]]
 
[[Image:Book_Staff-Tab.png]]
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On the top of the Manage Staff page, click the "Add Staff" button.
 
On the top of the Manage Staff page, click the "Add Staff" button.
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[[Image:Book_Add-Staff.png]]
 
[[Image:Book_Add-Staff.png]]
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Enter the staff member's name, email address, and phone number. If the person's name appears in the suggestions, click it to automatically fill the Name and Email fields. Set their role as Viewer, Guest, or Administrator.
 
Enter the staff member's name, email address, and phone number. If the person's name appears in the suggestions, click it to automatically fill the Name and Email fields. Set their role as Viewer, Guest, or Administrator.
 +
 
   
 
   
 
[[Image:Book_Staff-Info.png]]
 
[[Image:Book_Staff-Info.png]]
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Next, set the staff member's availability or work schedule.
 
Next, set the staff member's availability or work schedule.
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[[Image:Book_Staff-Avail.png]]
 
[[Image:Book_Staff-Avail.png]]
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You can also decide to notify them when an appointment is booked or changed during their scheduled hours.
 
You can also decide to notify them when an appointment is booked or changed during their scheduled hours.
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[[Image:Book_Staff-Notif.png]]
 
[[Image:Book_Staff-Notif.png]]
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Click the "Save" button to add the new staff member.
 
Click the "Save" button to add the new staff member.
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On the left side of the Bookings page, click the "Services" Tab.
 
On the left side of the Bookings page, click the "Services" Tab.
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[[Image:Book_Serv-Tab.png]]
 
[[Image:Book_Serv-Tab.png]]
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At the top of the next page, click "Add a Service".
 
At the top of the next page, click "Add a Service".
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[[Image:Book_Serv-Add.png]]
 
[[Image:Book_Serv-Add.png]]
 +
 
   
 
   
 
Enter the information about the service you want to offer. This includes the service name, description, duration, reminders, maximum attendees, and the hours during which the service is offered.
 
Enter the information about the service you want to offer. This includes the service name, description, duration, reminders, maximum attendees, and the hours during which the service is offered.
 +
 
   
 
   
 
[[Image:Book_Serv-Info.png]]
 
[[Image:Book_Serv-Info.png]]
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If needed, you can assign certain staff members to this service. When you are finished entering the information, click "Save" to add the new service to your Bookings page.
 
If needed, you can assign certain staff members to this service. When you are finished entering the information, click "Save" to add the new service to your Bookings page.
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On the left side of the Bookings page, click the "Services" Tab.
 
On the left side of the Bookings page, click the "Services" Tab.
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[[Image:Book_Serv-Tab.png]]
 
[[Image:Book_Serv-Tab.png]]
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In the list, click on the service you want to share.  
 
In the list, click on the service you want to share.  
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[[Image:Book_Serv-List.png]]
 
[[Image:Book_Serv-List.png]]
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In the next window, you can edit the service information if it is needed. You can edit the service name, description, location, duration, reminders, etc.  
 
In the next window, you can edit the service information if it is needed. You can edit the service name, description, location, duration, reminders, etc.  
 +
 
   
 
   
 
[[Image:Book_Share-Serv.png]]
 
[[Image:Book_Share-Serv.png]]
 +
 
   
 
   
 
You can also assign a certain staff member to this service.
 
You can also assign a certain staff member to this service.
  
 
At the top of the service details window, you can choose to share the service link via email or copy the link.
 
At the top of the service details window, you can choose to share the service link via email or copy the link.
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[[Image:Book_Share-Method.png]]
 
[[Image:Book_Share-Method.png]]
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If you choose email, an outlook window will open, in which you can specify the recipient and send the service link to their email address. If you choose to copy the link, the link can be posted on a website, sent via a message, or posted on other online platforms.
 
If you choose email, an outlook window will open, in which you can specify the recipient and send the service link to their email address. If you choose to copy the link, the link can be posted on a website, sent via a message, or posted on other online platforms.
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On the left side of the Bookings page, click the "Calendar" tab.  
 
On the left side of the Bookings page, click the "Calendar" tab.  
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[[Image:Book_Calendar-Tab.png]]
 
[[Image:Book_Calendar-Tab.png]]
 +
 
   
 
   
 
The calendar can be used to view all scheduled bookings for your business. You can also use the calendar to schedule time off for certain staff members. Similar to the Outlook Calendar, you can view by day, week, work week, and month. Clicking on a calendar item will display it's information which you can edit. If needed, you can also print out your Bookings calendar.
 
The calendar can be used to view all scheduled bookings for your business. You can also use the calendar to schedule time off for certain staff members. Similar to the Outlook Calendar, you can view by day, week, work week, and month. Clicking on a calendar item will display it's information which you can edit. If needed, you can also print out your Bookings calendar.
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[[Image:Book_Calendar.png]]
 
[[Image:Book_Calendar.png]]
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=='''FAQ about Bookings'''==
 
=='''FAQ about Bookings'''==

Latest revision as of 15:29, 21 August 2020

Bookings.png

Description


Microsoft Bookings is an online scheduling service that provides MCLA Offices a way to easily allow community members to make appointments for services. Microsoft Bookings provides a webpage integrated with department and office calendars in order to display available times during which you can set up meetings.

Information and Guides about Bookings

How to setup a Microsoft Bookings page

Office Hours with Microsoft Bookings

Schedule a Meeting

To schedule a meeting in Microsoft Bookings, a department or an office will have to share share a service link with you. The link can be emailed to you or you can find it posted on another online resource or website. Click the link and you will be brought to the Booking page.

Here, you will have to fill out or select information regarding your appointment, such as the reason for the appointment, the date and time, and your name, phone number, email address, and any other relevant information.


Book Book-Serv.png


Book Book-Time.png


Book Book-Details.png


Click the "Book" button at the bottom of the page to schedule the meeting. The department or office will be notified.

Add Business Information

On the left side of the Bookings page, click the "Business Information" tab to add, edit, or delete information about your business/organization.


Book Info-Tab.png


You can change the hours during which you provide different services, your business description, your business logo, and other information.


Book Info.png


Book Info-Hours.png


Book Info-Logo.png


Click "Save" at the top of the page to save your changes.

Add Staff Members

On the left side of the Bookings page, click the "Staff" tab.


Book Staff-Tab.png


On the top of the Manage Staff page, click the "Add Staff" button.


Book Add-Staff.png


Enter the staff member's name, email address, and phone number. If the person's name appears in the suggestions, click it to automatically fill the Name and Email fields. Set their role as Viewer, Guest, or Administrator.


Book Staff-Info.png


Next, set the staff member's availability or work schedule.


Book Staff-Avail.png


You can also decide to notify them when an appointment is booked or changed during their scheduled hours.


Book Staff-Notif.png


Click the "Save" button to add the new staff member.

Add Services

On the left side of the Bookings page, click the "Services" Tab.


Book Serv-Tab.png


At the top of the next page, click "Add a Service".


Book Serv-Add.png


Enter the information about the service you want to offer. This includes the service name, description, duration, reminders, maximum attendees, and the hours during which the service is offered.


Book Serv-Info.png


If needed, you can assign certain staff members to this service. When you are finished entering the information, click "Save" to add the new service to your Bookings page.

Sharing a Service Link

On the left side of the Bookings page, click the "Services" Tab.


Book Serv-Tab.png


In the list, click on the service you want to share.


Book Serv-List.png


In the next window, you can edit the service information if it is needed. You can edit the service name, description, location, duration, reminders, etc.


Book Share-Serv.png


You can also assign a certain staff member to this service.

At the top of the service details window, you can choose to share the service link via email or copy the link.


Book Share-Method.png


If you choose email, an outlook window will open, in which you can specify the recipient and send the service link to their email address. If you choose to copy the link, the link can be posted on a website, sent via a message, or posted on other online platforms.

Viewing the Calendar

On the left side of the Bookings page, click the "Calendar" tab.


Book Calendar-Tab.png


The calendar can be used to view all scheduled bookings for your business. You can also use the calendar to schedule time off for certain staff members. Similar to the Outlook Calendar, you can view by day, week, work week, and month. Clicking on a calendar item will display it's information which you can edit. If needed, you can also print out your Bookings calendar.


Book Calendar.png


FAQ about Bookings

Mobile App Download

Apple App Store

Google Play Store

Related Topics