Microsoft Bookings

Microsoft Bookings

About: Microsoft Bookings has flexibility and customization options to fit a variety of scheduling needs across departments, individuals, and types of appointments.

Duration:  1 Day

Getting Started with Microsoft Bookings

  • Accessing Microsoft Bookings
  • Navigating the user interface
  • Understanding the main components and features

Setting Up Your Booking Page

  • Creating and customizing your booking page
  • Adding your business information, logo, and branding
  • Configuring booking policies and scheduling preferences

Managing Staff and Services

  • Adding and managing staff members
  • Defining and organizing services offered
  • Setting staff availability and working hours

Creating and Managing Bookings

  • Understanding the booking process from the customer's perspective
  • Manually creating bookings on behalf of customers
  • Rescheduling and canceling appointments
  • Handling booking conflicts and overlaps

Integrating Microsoft Bookings with Other Microsoft 365 Apps

  • Synchronizing Bookings with Outlook and Microsoft Teams
  • Utilizing Bookings within SharePoint and other collaboration tools

Managing Customer Information

  • Viewing and updating customer details
  • Reviewing customer history and previous bookings
  • Sending personalized communications and reminders

Tracking and Reporting

  • Analyzing booking trends and customer behavior
  • Generating and interpreting booking reports
  • Using insights to improve business processes

Advanced Features and Tips

  • Utilizing resource-based bookings for equipment or locations
  • Implementing custom booking questions and fields
  • Leveraging the power of Microsoft Power Automate with Bookings

Troubleshooting and Best Practices

  • Common issues and solutions
  • Tips for ensuring a smooth booking experience for customers
  • Best practices for optimizing and streamlining the booking process