Bookings - Create a new shared booking page Tutorial

In this video, you will learn how to create a new shared booking page using Microsoft 365. The video covers the steps to give your booking page a name, add your company's business hours, invite staff members, assign different roles, set up a service, and choose a booking policy.
This will help you efficiently manage appointments and share your booking page with others.

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Objectifs :

This document aims to provide a comprehensive guide on how to create and manage a shared booking page using the Bookings platform. It outlines the steps involved, the options available for customization, and the permissions that can be assigned to users.

Chapitres :

  1. Introduction to Bookings
    When you log into the Bookings platform, you are greeted with the home page. This serves as your starting point for creating and managing booking pages.
  2. Creating a Shared Booking Page
    To initiate the creation of a shared booking page, click on the 'Create' button. If you have an existing booking page, you can use it as a template for your new page.
  3. Naming Your Booking Page
    The first step in the creation process is to give your booking page a name. You also have the option to add your company's local information and business type from a provided list, such as 'Health Service' or 'IT Support'.
  4. Setting Business Hours
    Your company's business hours are automatically imported from your Outlook calendar. You can click to edit these hours to fit your booking page's needs.
  5. Inviting Staff Members
    After setting the business hours, click the 'Next' button. Use the search bar to invite staff members to your booking page. You can make changes, invite external users, or configure their availability later if needed.
  6. Assigning Roles and Permissions
    You can assign different roles to users on your shared booking page. Each role grants a different set of permissions. Select the appropriate role from the list and click 'Next'.
  7. Setting Up Services
    You now have the option to set up a service. By default, a random service may be populated, but you can change it. Provide a name for the service, specify its duration, and set its availability. Additionally, you can add a Teams video meeting link, which will be sent to the concerned individuals for their appointment.
  8. Modifying Service Information
    All information regarding services, including days, hours, and personnel, remains modifiable at any time. After making your adjustments, click 'Next'.
  9. Booking Policies
    As a final step, you can choose who can book appointments by selecting the most suitable policy. The options include: - 'No cell service': You manage the calendar yourself. - 'Members of my organization': Access is granted to everyone in your company, as defined by your System Administrator. - 'Everyone': Allows anyone to make reservations through a public self-service page.
  10. Finalizing Your Booking Page
    Click to finish creating your booking page. If your booking page is not private, a link will appear, allowing you to share your booking page with the people of your choice.

FAQ :

What is the purpose of the Bookings tool?

The Bookings tool is designed to help users create and manage appointments for various services, making scheduling easier for both providers and clients.

How do I create a shared booking page?

To create a shared booking page, log into Bookings, click 'Create', name your booking page, set business hours, invite staff, and configure services before finalizing the page.

Can I edit the business hours for my booking page?

Yes, you can edit the business hours for your booking page, which are automatically imported from your Outlook calendar.

What types of roles can I assign to users in a shared booking page?

You can assign different roles to users, each granting them specific permissions, such as managing appointments or viewing bookings.

Is it possible to add a Teams video meeting link to appointments?

Yes, you can add a Teams video meeting link to your services, allowing participants to join a video call at the time of their appointment.

What are the different booking policies I can choose from?

You can choose from several booking policies, including 'No cell service', 'Members of my organization', and 'Everyone', which dictate who can make reservations.

Quelques cas d'usages :

Healthcare Appointments

A healthcare provider can use the Bookings tool to create a shared booking page for patients to schedule appointments with doctors, ensuring efficient management of time slots and resources.

IT Support Scheduling

An IT support team can set up a booking page to allow employees to book time for technical assistance, streamlining the process and improving response times.

Consultation Services

Consultants can utilize the Bookings tool to manage client appointments, providing a professional interface for clients to select available times and services.

Educational Workshops

An educational institution can create a booking page for students to sign up for workshops, allowing for easy management of participant numbers and scheduling.

Event Planning

Event planners can use the Bookings tool to coordinate meetings with vendors and clients, ensuring that all parties can easily find and book suitable times.

Glossaire :

Bookings

A scheduling tool that allows users to create and manage appointments and bookings for services.

Shared Booking Page

A customizable webpage that allows multiple users to manage and share appointment slots for services.

Template

A pre-designed format that can be used as a starting point for creating new booking pages.

Business Hours

The hours during which a business is open and available for appointments, typically imported from an Outlook calendar.

Roles

Different levels of permissions assigned to users in a shared booking page, determining what actions they can perform.

Service

An offering that can be booked through the booking page, which includes details like name, duration, and availability.

Teams Video Meeting Link

A hyperlink that allows users to join a Microsoft Teams video meeting at the time of their appointment.

Booking Policy

Rules that determine who can book appointments through the booking page, such as internal organization members or the public.

résultat(s)
00:00:02
When you log into Bookings,
00:00:04
you land on the home page.
00:00:06
To create a shared booking page,
00:00:08
click Create.
00:00:08
If you already have an existing booking page,
00:00:11
you can use it as a template.
00:00:14
For this example,
00:00:15
let's select this option.
00:00:18
The first step asks you to
00:00:20
give your booking page a name.
00:00:22
You have the option to add the
00:00:25
companies local as well as its
00:00:27
business type from this list,
00:00:29
for instance Health service or IT support.
00:00:33
Below you will find your
00:00:35
company's business hours,
00:00:36
which automatically imported
00:00:38
from your Outlook calendar.
00:00:40
Click here to edit them.
00:00:42
Note that this only applies
00:00:44
to this booking page.
00:00:46
Click the Next button here.
00:00:48
Use the search bar to invite staff
00:00:51
members and as mentioned above,
00:00:53
you can always make changes,
00:00:56
invite external users or configure
00:00:58
their availability later if needed.
00:01:01
You can assign your users different
00:01:03
roles in your shared booking page.
00:01:05
Each one grants them a different
00:01:08
set of permissions.
00:01:09
Select one among this list.
00:01:12
Click the Next button.
00:01:13
You now have the option to set up a service.
00:01:17
By default, it may be that a
00:01:19
random service has been populated.
00:01:21
You can change it here.
00:01:24
Give it a name.
00:01:27
Because service duration.
00:01:28
It's availability.
00:01:30
You can then add a Teams video meeting
00:01:32
link by selecting this option and the
00:01:35
people concerned will get a Teams link
00:01:38
to use at the time of the appointment.
00:01:41
Whether it is the services, the days,
00:01:44
the hours or even the people providing
00:01:46
the services, all this information
00:01:49
remains modifiable at any time.
00:01:51
Click Next. As a last step,
00:01:53
you can choose who can book appointments
00:01:56
by selecting the most suitable policy.
00:01:59
No cell service allows you to create
00:02:01
and manage the calendar yourself.
00:02:04
Members of my organization gives access
00:02:07
via bookings to everyone in your company.
00:02:10
These people are defined by your
00:02:13
System Administrator, everyone.
00:02:14
Allows anyone to make reservations
00:02:17
through a public self-service page.
00:02:20
Click here to finish
00:02:21
creating your booking page.
00:02:22
If your booking page is not private,
00:02:24
a link appears.
00:02:25
You can now share your booking page
00:02:27
with the people of your choice.

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