Bookings - Add a service Tutorial

In this video, you will learn how to add a service in Microsoft 365. The video covers the steps to add a new service to your Microsoft 365 subscription, allowing you to enhance your productivity and access additional features.
This will help you make the most out of your Microsoft 365 eLearning experience and improve your SEO visibility.

2:03
3024 views

Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive guide on how to add a service to a Booking page, detailing each step involved in the process, including settings, service details, staff assignments, and notifications.

Chapitres :

Introduction
Creating a Booking page is an essential step for managing appointments effectively. Once your Booking page is set up, you may need to add services to offer to your clients. This guide will walk you through the process of adding a service, ensuring you understand each step and its significance.
Accessing Service Settings
To add a service, start by navigating to the settings of your Booking page. Look for the 'Services' option in the menu. Click on it to proceed.
Adding a New Service
Once in the Services section, click on the button to add a new service. A window will open where you need to fill in the following details: - **Service Name**: Enter the name of the service you wish to offer. - **Description**: Optionally, you can add a description to provide more context about the service.
Setting the Location
Next, specify the location for the service. You have two options: - **In-Person**: Manually enter the address where the service will take place. - **Online**: If the service is conducted online, select the option to use Teams by clicking the appropriate link. This will generate a one-time Booking link for your clients.
Defining Service Duration and Leeway
Enter the duration of the service. Additionally, you can plan for leeway time before and/or after the appointment. This feature is useful to accommodate any delays or to provide breaks between bookings.
Setting the Price
You will also need to enter the price for the service. This ensures that clients are aware of the cost when booking their appointments.
Availability and Staff Assignment
On the left menu, you will find options related to availability, which are defined by your communication policy. To assign staff members to this service, first, ensure that they are added to your staff list. Only then will they appear as options for assignment.
Custom Fields for Appointments
Custom fields allow you to create forms that clients must fill out when making an appointment. Existing fields are available by default, but you can add more as needed. You can also enable or disable fields and set them as mandatory or optional.
Reminders and Notifications
The final part of the service setup involves configuring reminders and notifications. You can choose to send notifications to both the customer and your company. Additionally, you can apply the scheduled strategy defined when you created your Booking page, which includes your opening hours and days.
Service Visibility
Lastly, you can decide whether or not to display the service on the Booking page. This option allows you to control which services are visible to clients.
Conclusion
Adding a service to your Booking page is a straightforward process that enhances your appointment management capabilities. By following the steps outlined in this guide, you can ensure that your clients have a seamless experience when booking services. Remember to review all settings and options to tailor the service to your specific needs.

FAQ :

How do I create a Booking page?

To create a Booking page, navigate to the settings of your booking system and follow the prompts to set up your page, including defining services, availability, and staff.

What information do I need to add a service?

When adding a service, you need to provide the service name, description, location (in-person or online), duration, price, and any custom fields required for customer appointments.

Can I set up reminders for my customers?

Yes, you can set up reminders and notifications for both customers and your company to ensure everyone is informed about upcoming appointments.

What is the purpose of leeway in bookings?

Leeway allows you to add extra time before and/or after an appointment to manage delays or take breaks between bookings, ensuring a smoother scheduling process.

How can I customize the fields for customer appointments?

You can customize the fields by enabling or disabling them, making them mandatory or optional, and adding new fields as needed in the booking settings.

Is it possible to hide a service from the Booking page?

Yes, you can choose whether or not to display a service on the Booking page during the setup process.

Quelques cas d'usages :

Scheduling Appointments for a Salon

A hair salon can use the Booking page to allow clients to schedule haircuts and treatments. By adding services with specific durations and prices, the salon can manage appointments efficiently and reduce wait times.

Online Consultation for a Medical Practice

A medical practice can set up online consultations via Teams. By defining services, durations, and reminders, the practice can streamline patient bookings and ensure timely notifications for both patients and staff.

Event Planning Services

An event planner can utilize the Booking page to offer various planning services. By customizing fields for client information and setting availability, the planner can enhance client interactions and improve service delivery.

Fitness Coaching Sessions

A fitness coach can create a Booking page for clients to schedule personal training sessions. By adding leeway time and reminders, the coach can ensure a smooth experience and manage client expectations effectively.

Educational Tutoring Services

A tutoring service can implement a Booking page to allow students to book sessions. By defining services, durations, and custom fields for student information, the service can enhance organization and communication.

Glossaire :

Booking page

A dedicated webpage where customers can schedule appointments or services.

Service

An offering that can be booked by customers, which may include details like name, description, location, duration, and price.

Location

The place where the service is provided, which can be either in-person at a physical address or online via platforms like Teams.

Duration

The length of time allocated for the service, which can be specified during the booking setup.

Leeway

Extra time added before and/or after an appointment to accommodate potential delays or breaks.

Price

The cost associated with the service being offered.

Availability options

Settings that define when services can be booked based on the communication policy.

Staff members

Individuals assigned to provide the service, who must be entered into the system to appear in the booking options.

Custom fields

Additional information fields that customers must fill out when making an appointment, which can be customized as needed.

Reminders and notifications

Messages sent to customers and the company regarding upcoming appointments or changes.

Scheduled strategy

The predefined opening hours and days during which services can be booked.

00:00:02

When you have created a Booking page,

00:00:04

you may need to add a service. To do this,

00:00:07

go to the settings and then "Services".

00:00:09

Click here to add one.

00:00:11

A window opens.

00:00:12

You must enter the name of the service,

00:00:16

and you can add a description to it.

00:00:18

Then you enter the location.

00:00:21

Either in person,

00:00:23

you manually enter the address,

00:00:26

or online, via Teams, by clicking here.

00:00:30

This creates a one time Booking link.

00:00:34

Then you enter the duration of the service.

00:00:38

You can also plan a leeway before

00:00:41

and/or after an appointment.

00:00:44

This allows you to avoid delays if a

00:00:48

service takes longer than expected

00:00:51

or take a break between bookings.

00:00:54

You can then enter the price of the service,

00:00:57

notes and the maximum number of participants.

00:01:00

The menu on the left shows the

00:01:03

availability options defined in your

00:01:05

communication policy as well as the part

00:01:07

of assigning staff members to this task.

00:01:10

Enter the members that are part

00:01:12

of the staff first in order for

00:01:15

them to appear in this list.

00:01:17

The custom fields correspond to the

00:01:20

form that the customer must fill

00:01:22

out when making an appointment.

00:01:24

Existing fields appear by default

00:01:28

but you can create more.

00:01:31

You can enable or disable a field

00:01:34

as well as make it mandatory or not.

00:01:38

The last part of the menu concerns reminders

00:01:42

and notifications sent to the customer,

00:01:44

but also to your company.

00:01:48

You can further choose to use the

00:01:51

scheduled strategy defined when

00:01:53

you created your Booking page.

00:01:55

This corresponds to the

00:01:56

opening hours and days.

00:01:57

You can also choose whether or not to

00:02:00

display the service on the Booking page.

Mandarine AI: WHAT YOU SHOULD KNOW