Who is this training for?
Anyone who wants to sell services and schedule appointments with customers through a website by offering an online calendar service.
Training objectives
- Be able to create a booking calendar.
- Be able to use Microsoft Bookings for online service booking.
Summary
Microsoft Bookings makes it easy to schedule and manage appointments with your clients or colleagues. By integrating a booking web page with Outlook, it optimizes your calendar and makes it easy for customers to book. During this training, you will learn how to create personal or shared booking pages, create your services, assign slots to speakers, share your booking pages and much more.
Course outline
Chapter 1- What is Microsoft Bookings
- What is Microsoft Bookings
- Use Cases
- Opening Microsoft Bookings
Chapter 2 - Creating a New Bookings Calendar
- Creating a Shared Calendar
- Setting Up the New Calendar
- Exploring the Bookings Calendar
- Setting Up the Calendar and Employees
Chapter 3 - Defining Organization Details
- Basic Organization Details
- Terms and Conditions
- Logo
- Hours of Service
Chapter 4 - Define services and appointments
- Create types of services offered
- Service details
- Availability
- Assigned employees
- Custom fields
- Notifications
Chapter 5 - Add employees and manage appointments
- Assign staff members
- Add employees
- The different roles
- Modify availability
- Configure availability hours
- Add leave
- Determine employee availability
- View, manage and add customers
- Add appointments
Chapter 6 - Manage the booking page
- Configure the booking page
- Manage page access
- Add user consent
- Default schedule
- Customize the page
- Manage time zones
Approach and methodology
- Lectures
- Demonstrations
Prerequisites
Use the Outlook app.
Recommendations
- Have a good understanding of the Microsoft M365 ecosystem
- Be previously structured in the use of Outlook
- Need to automate and standardize your practices
