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LinkedIn Learning

Microsoft Bookings Essential Training

via LinkedIn Learning

Overview

Set up online appointments for your business. Learn how to create and manage appointments with Microsoft Bookings, the scheduling app for Microsoft 365 (formerly Office 365).

Microsoft Bookings allows your customers to schedule appointments with you without the need for a phone call or email contact. Bookings also provides support for managing your appointments, such as handling cancellations and rescheduling, sending appointment confirmations and reminders, and automatically updating your staff’s calendars. While Bookings is included with Microsoft 365 (formerly known as Office 365), your customers don’t need to be 365 subscribers themselves in order to book appointments with you.This course covers everything you need to begin booking appointments with ease. Instructor David Rivers begins by walking through how to set up your business offerings and public calendar. David then shows how to create and manage your customer and staff lists, set scheduling policies, and assign staff to open appointment dates and times. He also covers how to manage your bookings from a mobile device.

Syllabus

Introduction
  • Streamline your business with online booking
  • What you need
1. Set Up Your Booking Page
  • Launch and set up Bookings
  • Add your business information
  • Define your business offerings
  • Add a service for groups
  • Set reminder emails
  • Set scheduling policies
  • Customize, publish, and preview your Bookings page
2. Manage Staff and Bookings
  • Create and manage your staff list
  • Schedule time off
  • Share a link to your bookings page
  • Schedule a new booking for a customer
  • Modify staff availability
  • Manage your customer list
  • Create a group booking
  • Re-assign staff to a booking
  • Print a detailed agenda
3. Use Bookings on Other Devices
  • Book an appointment as a customer
  • Access Bookings on a mobile device
  • Reschedule a booking on a mobile device
  • Cancel a booking on a mobile device
Conclusion
  • Next steps

Taught by

David Rivers

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