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.
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Description

Objectifs :

This document aims to provide a comprehensive guide on how to add services to a booking page, detailing each step and feature available in the process.

Chapitres :

Introduction to Adding Services
Once you have created a booking page, the next crucial step is to add services. This process allows you to define what services are available for booking, ensuring that customers can easily select and schedule their desired appointments.
Steps to Add a New Service
To add a new service, follow these steps: 1. Navigate to the 'Services' section. 2. Click on 'Add New Service'. 3. In the popup window, provide a service name and a detailed description.
Setting Location and Duration
Next, specify the location of the service: - For on-site services, type in the address. - For remote services via Teams, click the designated option to create a unique link for each booking. After setting the location, specify the duration of the service. You can also activate the buffer time feature, which allows you to enter time before and/or after the service to accommodate potential delays or breaks between appointments.
Pricing and Attendee Limits
Set the service price and add any relevant notes. Additionally, specify the maximum number of attendees allowed for the service to ensure proper management of bookings.
Defining Availability and Staff Assignment
On the left-hand menu, under 'Availability Options', define your scheduling policy. Under 'Assigned Staff', you can assign staff members to the service. Ensure that you add your users as staff members first. ### Service Types - **Single Staff Appointments**: The service will be scheduled with a single staff member. - **Multiple Staff Appointments**: The service will be scheduled when all assigned staff members are available together.
Custom Fields and Notifications
Custom fields correspond to the form that customers must fill out when making an appointment. You can create multiple custom fields, enabling or disabling them as needed, and making them mandatory or optional. The 'Notifications' section allows you to set up email reminders and follow-ups for both customers and your company. You can add automatic follow-up emails to collect customer feedback or remind them to book their next appointment.
Finalizing Service Settings
You can activate the default scheduling policy that you set up when you initially created your booking page, which corresponds to your business hours. Additionally, you have the option to choose whether or not to display this service on the booking page.
Conclusion
By following these steps, you can effectively add services to your booking page, enhancing the customer experience and streamlining the appointment scheduling process. Properly setting up services ensures that your business operates smoothly and meets customer needs efficiently.

FAQ :

How do I add a new service to my booking page?

To add a new service, go to the Services section and click 'Add New Service'. Fill in the service name, description, location, duration, and other relevant details.

What is buffer time and why is it important?

Buffer time is the extra time added before or after a service to accommodate delays or breaks between appointments. It helps ensure that services run smoothly without overlapping.

Can I assign multiple staff members to a service?

Yes, you can choose 'multiple staff appointments' to schedule a service when all assigned staff members are available.

What are custom fields and how do I use them?

Custom fields are additional information fields that customers must fill out when booking. You can create, enable, or disable these fields and set them as mandatory or optional.

How can I set up email notifications for my customers?

You can set up email notifications in the Notifications section, where you can add reminders and follow-up emails for customers.

What is the default scheduling policy?

The default scheduling policy corresponds to the business hours you set when creating your booking page. It determines when services can be booked.

Quelques cas d'usages :

Scheduling Appointments for a Spa

A spa can use the booking page to allow clients to schedule treatments. By setting buffer times, the spa can ensure that appointments do not overlap, providing a smooth experience for both clients and staff.

Managing Remote Consultations

A consultancy firm can offer remote services via Teams. By creating unique links for each booking, they can streamline the process and ensure clients receive timely consultations.

Organizing Workshops

An organization can use the booking system to manage workshop registrations. By utilizing custom fields, they can gather specific information from participants, enhancing the planning process.

Automating Customer Follow-ups

A service provider can set up automated email follow-ups to collect feedback after appointments. This helps improve service quality and customer satisfaction.

Setting Up Group Sessions

A fitness studio can schedule group classes by assigning multiple staff members. This allows for a collaborative approach to teaching and ensures that classes are adequately staffed.

Glossaire :

Booking Page

A web page where customers can schedule appointments or services.

Service

An offering provided to customers, which can be scheduled through the booking page.

Buffer Time

Extra time added before or after a service to prevent scheduling conflicts or delays.

Duration

The total time allocated for a service, including any buffer time.

Availability Options

Settings that define when services can be booked based on the provider's schedule.

Assigned Staff

Staff members designated to provide a specific service.

Service Type

The classification of a service, such as single staff or multiple staff appointments.

Custom Fields

Additional information fields that customers must fill out when booking an appointment.

Notifications

Automated messages sent via email to remind customers of appointments or follow up after services.

Scheduling Policy

The rules governing when and how services can be booked, including business hours.

Available in Microsoft365

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Once you've created a booking page,

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the next step is to add services.

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To do this, go to Services,

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click Add New Service. In this popup,

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provide a service name and a description.

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Then you can enter the

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location either on site,

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in this case type in the address or

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remotely via Teams by clicking here.

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This creates a unique link per booking,

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then specify its duration.

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You can also activate the

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buffer time feature here.

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Enter the before and or After service time.

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This way you can avoid delays,

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the service may take longer than expected,

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or perhaps a break between

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reservations is needed.

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You can then set a service price,

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add notes and specify the maximum

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number of attendees.

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On the left hand menu,

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under Availability Options,

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define your scheduling policy.

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Under Assigned Staff you can assign staff

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to the service and pick a service type.

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Note to generate this list,

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add your users as staff members first.

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Let's go over service types.

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If you choose single staff,

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appointments in the service will

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be scheduled with a single staff.

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If you pick multiple staff appointments in,

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the service will be scheduled

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when all assigned staff members

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are together available to attend.

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Custom fields correspond to the

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form that the customer must fill

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in when making an appointment.

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You can create as many custom

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fields as you want.

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You can enable or disable a field

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and make it mandatory or not.

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The last part of the menu,

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Notifications,

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concerns,

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e-mail reminders and e-mail followups,

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the ones that are sent to the

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customer and to your company.

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Here you can add automatic follow

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up emails to collect customer

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feedback or simply remind them

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to book their next appointment.

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You can also activate the default

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scheduling policy as the one

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you set up when you initially

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created your booking page.

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This corresponds to the business hours.

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You can also choose whether or not to

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display this service on the booking page.

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