Get Started with Microsoft Bookings

Please be aware this is a pre-recorded session supported by a live Q&A.

Get Started with Microsoft Bookings

 Overview

This session introduces Microsoft Bookings, focusing on its key features and functionalities for scheduling and managing appointments. Participants will learn how to set up and customize their booking page, manage appointments efficiently, and integrate with other Microsoft 365 tools like Outlook and Teams. By the end of the session, participants will have the knowledge and skills to use Microsoft Bookings confidently for both personal and professional purposes.

 Introduction

Overview of Microsoft Bookings

Benefits of using Bookings for scheduling and managing appointments

 Setting Up Microsoft Bookings

Accessing Microsoft Bookings through Microsoft 365

Creating a new booking calendar

Customizing business information and services

Adding staff and setting their availability

 Customizing Your Booking Page

Designing the booking page

Adding a logo and business details

Configuring customer information fields

Setting availability.

 Managing Appointments

Viewing and managing bookings

Rescheduling and cancelling appointments

Sending reminders and notifications to customers

Integrating with Outlook and Teams

 Creating and Managing Shared Bookings Page

Setting up a booking page

Walkthrough of managing appointments

Using Copilot to streamline booking processes

 Bookings on Mobile devices

· Access Bookings on your mobile device

· Reschedule a booking on a mobile device

· Cancel a booking on a mobile device

Recap