Getting Started with Microsoft Bookings

Summary

Microsoft Bookings is an online scheduling and appointment management tool that allows you to easily manage appointments and bookings.

Body

Microsoft Bookings is an online scheduling and appointment management tool that allows you to easily manage appointments and bookings.

With Bookings, you will create a customizable booking page that includes meeting types, staff, and availability. You then publish your Bookings page to places like your signature line, in emails, etc.  Once set up, anyone with the link can book appointments with you by simply selecting the service they require and choosing a date and time that works for them. Once the appointment is scheduled, the user receives an email confirmation and reminders leading up to the appointment. Bookings is a useful tool to manage appointments and bookings. Its simple and user-friendly interface makes it easy to use, while its powerful features help to streamline your appointment scheduling process.

Set up Microsoft Bookings

  1. Sign into your Microsoft 365 account with your NetID and Password.
  2. Select and open the Microsoft Bookings app.
  3. Choose "Get it now" to start setting up Bookings.
  4. Select the "Get started" button to begin the setup process.
  5. Follow the setup wizard to customize your booking page. You'll need to choose a Name, location, and services you offer. You can also upload your business logo and add staff members.
  6. Set up your availability by creating a schedule specifying working hours and blocking off any times that are not available for appointments.
  7. Configure your notifications and reminders settings.
  8. Once you have completed the setup wizard, you can share the link to your booking page.

Learn How to Use Bookings

You may want to adjust your settings and configurations over time to optimize your booking process and meet the needs of your appointment needs. OIT recommends the LinkedIn Learning Microsoft Bookings Essentials course for in-depth instructions. 

We also have an overview of Bookings on our Technology Connections YouTube channel

No Access to Personal Bookings

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When creating a new Bookings page, you may note the information depicted in the screenshot above. Please be advised that the Personal Bookings page feature necessitates enabling calendar sharing beyond University-affiliated locations. However, due to security considerations, sharing calendars externally has been disabled as a precautionary measure.

Rest assured, you can still proceed with creating a Bookings page. Select the "+Create booking page" option at the interface's upper right corner and follow the onscreen directions. 

Uploaded Image (Thumbnail)

 

Get Additional Help

If you need help getting started with Bookings, contact the OIT HelpDesk.

Details

Details

Article ID: 144809
Created
Mon 3/13/23 12:06 PM
Modified
Mon 6/24/24 2:20 PM
Environment
Microsoft 365