Microsoft Bookings Tutorial - Get started in 20 minutes (Fully updated for late 2023)
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- čas přidán 27. 08. 2024
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Are you looking to get started with Microsoft Bookings? In this short tutorial, we'll show you how to set up your account, add customers, and schedule appointments.
If you're new to Microsoft Bookings, this tutorial will show you the basics you need to get started. We'll walk you through the steps of activating your account and then we'll show you how to schedule appointments. By the end of this video, you'll be ready to start booking appointments with your clients!
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Links:
Calendly vs Microsoft Bookings - Which should you choose? - • Calendly vs Microsoft ...
Self-service visitor reception for in-person Microsoft Bookings appointments using Power Platform - • Self-service visitor r...
How to make scheduling interviews simple with Microsoft Bookings - • How to make scheduling...
How to add Microsoft Forms to your Virtual Appointments (and to Microsoft Bookings) - • How to add Microsoft F...
Microsoft Teams Premium: Webinars and Virtual Appointments - • Microsoft Teams Premiu...
Chapters:
0:01 Introduction
0:48 First time in Bookings
1:31 Your Bookings Page
2:10 Bookings with Me
8:36 Shared Bookings pages and calendars
16:03 Virtual Appointments app in Teams
17:37 Understand anonymous Teams links
18:29 Other help
Apart from publicly accessible information, all user data or other related information shared in this video is created for demonstration purposes only. User accounts, passwords, or other data used as part of any demonstrations shown in this video have been created specifically for that purpose and are not any individual or company's private information or data.
Bright Ideas Agency is an Ohio Limited Liability Company. The content of this video is for informational and entertainment purposes only. No guarantees are given in connection with the information shared and you should seek independent technical or business advice before implementing anything you see in this video. If you want to hire us for your project, visit www.brightidea... and get in touch.
This is super helpful, thank you.
Thanks for watching.
This is a great video. Thank you. There are some quirks but it's fairly simple to use. Not clear on public vs private bookings page and the need to customize the calendar entry with a web meeting platform other than teams. Or I'd like a drop down to choose, in-person, via phone or web.
The forms are not really customizable, but the difference between a personal and service booking page is who is involved in the services on the provider side. For more customization other platforms do offer greater options.
EXCELLENT demo, thank you so much!
Thanks for watching
Outstanding! Thank you much.
Thanks for watching
Great thanks for making! Now to check out more videos:))
Thanks for watching!
I have a shared bookings calendar that I am experimenting with. I have the general evaluability scheduled for one day a week between 9:00 am and 2:00 pm, however when I test it it gives me booking options at 5:00 am etc. why is this?
The most likely reason for what you're describing is a time zone issue. There are multiple places that impact what timeslots are offered to guests though, including the business schedule, calendar schedule, and the availability on your own calendar (or that of the person/people being booked on the calendar).
Hello, great tutorial but I found the background music a bit distracting.
Thanks for your feedback.
We have 20 meetings rooms in my organisation. Would Ms booking be a good tool to manage the rooms? Like a room booking system
You can create resource (room) mailboxes and assign them as staff to services in Bookings, however, you'd need to consider the approach you'd take to the logic of how different rooms might appear in different services (e.g. a service per room, a service per meeting size etc). If you meeting bookers are internal the more efficient way to do this is to create room mailboxes for each space and then book them with the meeting invite via scheduling assistant. Alternatively, you might also be interested in looking at Microsoft's new tool Microsoft Places, which is a more robust solution for managing this sort of need.
Hi, this is very informative l. May i know how to delete the booking page? Because when we click the ellipsis, the only option is clone.
Thanks for watching. You’re going to want to delete the associated account for that bookings calendar.
Great Video! I get the same problem when I want to delete a shared bookingpage. I don't know how. What do you mean when you're talking about deleting the associated account? I would appreciate it if you could be more precise, because I don't find the way to delete some team booking calendars.@@brightideasagency
Great video. Why when a organizational user try to book an appointment throuth the shared booking page, the current user is not catch and the meeting does not appear into the calendar user that are booking?
Thanks for watching. Unfortunately, this is just the capability of this platform and similar platforms. You might consider scheduling assistant in outlook for a similar experience that would work as you describe.
Hey, such a great tutorial, thank you! I am missing the function for an invited person to cancel the appointment through the email. Do you where to set that up?
Thanks for watching. If they added the booking themselves, they can return to the bookings page to manage their appointment from the reschedule link in the email. If you make the booking for them, there is an option under the service settings to let the attendee manage their appointment, you need to turn this on ahead of making the appointment to enable self-service management.
@@brightideasagency thanks a lot!!! I would it, so good!
Hi! I wanted to use a booking page shared with the team to be able to organise appointments with customers during a trade fair. So I would need the only available days and times to be those of the event. Unfortunately, even if I set the exact days (date, month and day of the week) it gives me the possibility to book at all times and days. Could you help me?
It seems like you probably do not have your custom availability period set-up correctly. This is the main way to constrain a service to a particular period of time from the service management screen. If you are still running into problems with this, feel free to book a short call with me to review the set-up process: calendly.com/nickdc1/
I like, but what I need is for the external vendor to be able to book at time that works for multiple internal employees. All I see is they can select one employee. Am I wrong?
Thanks for watching. It depends on what you’re trying to achieve. If you want a group of a few internal contacts to be bookable all together, you can do that. But if you want the external vendor to just be able to choose multiple users to book with from a list of your staff, you cannot. If you can predefined the groupings, bookings can handle it.
Thank you for this video! I've watched a few videos on Bookings now to better understand it and you mentioned things I hadn't heard before - thank you! I love when things can be automated and was so happy to see the follow-up email feature in Bookings. In testing it out, I've noticed that in the email the customer receives it reads "You have an upcoming booking" after their name and then "Appointment reminder". I'm confused as this seems out of place for a follow-up email that is sent after the booking has taken place and I can't see where I can edit either of these. You obviously have a much more comprehensive understanding of Microsoft products and IT than me! Do you know where I can change this or have any suggestions as to what might be happening, please?
Thanks for watching. For shared bookings calendars you edit these emails under the edit service and then notifications page. You can add either reminders or after visit follow-ups. It sounds like perhaps the reminder template got edited rather than the follow-up email.
Hello, thank you for creating the video. It’s very informative. I have just begun your use Bookings and have a question. Can Bookings be tied to a shared calendar in a way that it is not tied to a persons calendar? For instance, we are trying to use it so that our employees can schedule time to meet with a guest we have invited to our company. When I setup a shared booking page it is always tied to my personal calendar. Is there a way around this? Thank you!
Thanks for watching. A shared booking page can include multiple team members and you can set it up to either require one, some, or all of them to attend the appointment. Only the personal booking page should be automatically tied to your own calendar.
Hi there. I have a question on the Region and time zone settings. I changed this to my current time zone and checked the box, "always show time slots in business time zone" We do business nationally, so should I leave off that checked item? I would love for the user to view times available in there time zone wherever they are booking.
Yes, you generally want the guests to be able to view the time slots in their local time zone. Bookings will make sure they get on your calendar at the right time.
@@brightideasagency perfect! I got it thank you sir. I passed on your video to a few people in my organization.
I want my staff to choose an appointment time for a group meeting. I tried using Scheduling Assistant, but it doesn't provide an opportunity for attendees to adjust their appointments to accommodate my schedule. It's not clear to me in your video if this is possible.
Thanks for watching. No, this kind of scenario with two or more independent set of variables is not really a good fit for Bookings. I would recommend you look into the Scheduling Poll feature which is designed for this kind of scenario.
We embedded the microsoft booking page as an iFrame on our website page. Now to track the visitor interaction, we want to add Google tag manager code to the bookings page. But I don't know how? Any suggestions? Thanks.
I don't think there's any way to do this directly with Bookings. This is an area where options that exist in products like Calendly simply aren't present in Bookings.
@@brightideasagency Thank you.
I can not add the "teams Meeting" to my bookings. Do you know how i could fix that?
Thanks for watching. If an online meeting, Bookings should send you a Teams invite.
i still dont get how much of diff this make compare to just book meeting from the outlook/team calendar. this looks like for doctor or some kind of consultant ppl to use with their client.
It’s definitely not a fit for everyone, but for anyone who spends time “negotiating” available calendar slots for meetings with others, this tool will probably save time. But, like most things in M365, it’s there, but if it doesn’t work for you there no reason to feel compelled to use it, there are lots of other ways of setting appointments.
I am a shiftworker so my availability changes daily and so i need a calendar where i can add my available times for each specific day....is that possible using MS Bookings
You already have that calendar in Outlook. Bookings only exposes the availability in your existing calendar, the foundation of making Bookings work for you is always having an up to date Outlook calendar. Ensure the times you are unavailable are booked out as busy or out of office. Then set up the service info you want in Bookings, it will only show availability that both matches your Outlook calendar availability and the availability settings you assigned to your service.
@@brightideasagency Ok perfect. Thanks very much for that :-) Hugely appreciated 🙂
Is it possible to automate setting availability hours ?
I'm having trouble with Bookings because it is not sending the meeting link for clients at the time of the appointment, and I can only send reminders 15 minutes before the meeting, and it doesn't help much. Do you know if there is a way to solve this?
Thanks for watching. This is not a general issue I’m aware of so without looking at your specific setup I have no advice other than to ensure you’ve gone through the setup process as described.
Appreciate the tips thank you!
How do you delete a shared bookings page? I am struggling to delete a shared booking space that's not used anymore.
Thanks for watching. Check this out: learn.microsoft.com/en-us/microsoft-365/bookings/delete-calendar?view=o365-worldwide
I want to offer two meetings on one day, for an 1.5hrs long. One in the morning and one in the afternoon. Is that possible? I can’t seem to set it up?
Thanks for watching. Not out of the box. I’d probably turn to Power Automate to do this, there are a few approaches of varying complexity you could take. How complicated it would need to be would really depend on factors like how fixed the appointment schedule would be and how complex the availability on the underlying calendars was.
@@brightideasagency ok I’m not sure how to use power automate, I have managed to get it to show three times options by altering the increments etc but I wanted it to show just two time options rather than 3 🤔
You could just have a meeting option for morning and afternoon and apply different availability schedules to each option if the two meetings don’t need to be connected in any way
How can I delete the shared booking pages plz
Thanks for watching. Check this out: learn.microsoft.com/en-us/microsoft-365/bookings/delete-calendar?view=o365-worldwide
nope
Ok. Thanks for watching.