Bookings - Interface Discovery Tutorial

In this video, you will learn about interface discovery in Microsoft 365. The video covers how to find documents, emails, and other information in the Microsoft 365 suite using the intelligent search feature.
This will help you save time and improve efficiency in your searches.

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Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive overview of the Microsoft Bookings application, detailing its features, functionalities, and how to navigate its interface effectively. It is designed to help users understand how to manage bookings, customers, and services within the app.

Chapitres :

Introduction to Microsoft Bookings
Microsoft Bookings is a scheduling tool that allows businesses to manage appointments and bookings efficiently. This guide will walk you through accessing the application, navigating its interface, and utilizing its features to enhance your booking experience.
Accessing Microsoft Bookings
To access Microsoft Bookings, ensure that your IT administrator has granted you the necessary permissions. You can access the app via Microsoft 365 on the web. Start by launching the app from the app launcher or by clicking on the Bookings icon.
Navigating the Bookings Interface
Upon reaching the Bookings home page, you will see your automatically created personal booking page. Here, you can create a shared booking page or view existing ones. To explore the Bookings interface, open an existing booking page.
Understanding the Bookings Calendar
You will now be on your Bookings calendar page, which is linked to Outlook. This calendar displays your availability, unavailability, and reservations. The navigation and calendar functionalities are similar to those in Outlook. You can use the menu bar to add time off, print, or export your calendar.
Adding Reservations
To manually add a reservation, select a time slot directly from the calendar or click on 'New Booking.' You can filter your calendar based on the services offered or employees available.
Managing Customers
To enhance the visibility of your booking page, go to the Booking page settings. Customers who have made a reservation are automatically renewed. You can also add new customers or bulk add them by importing an Excel file. Use the search bar to quickly locate specific customers.
Staff Management
Under the Staff section, you can view existing employees, their roles, availability, status, and permissions. This is also where you can add more employees as needed.
Services Overview
The Services section displays existing services and provides options to create or modify new services. You can change the time, description, title, and assigned staff for each service.
Business Information Settings
In the Business Information section, you can add essential details such as your privacy policy, terms and conditions, business logo, business hours, and ACS app integration. Additionally, you can manage connectors and APIs here.
Creating a New Booking Page
To create a new booking page, click on the designated option and select 'Create a new shared booking page.' This allows you to set up a new interface for your customers to make appointments.
Conclusion
Microsoft Bookings is a powerful tool for managing appointments and enhancing customer interactions. By understanding its features and functionalities, users can streamline their booking processes and improve overall efficiency.

FAQ :

How do I access Microsoft Bookings?

You can access Microsoft Bookings through Microsoft 365 on the web. If your IT admin has granted you access, you can find it in the app launcher.

Can I create a shared booking page?

Yes, you can create a shared booking page by selecting the option to create a new shared booking page from the Bookings interface.

How does the Bookings calendar integrate with Outlook?

The Bookings calendar is linked to Outlook, allowing it to display your availability, unavailability, and reservations in a similar navigation format.

What should I do if I want to add a new customer?

You can add a new customer manually or bulk add them by importing an Excel file into the Bookings application.

How can I manage staff availability in Bookings?

Under the Staff section, you can view existing employees, their roles, availability, status, and permissions, and you can add more employees as needed.

What types of services can I offer through Bookings?

You can display existing services and have the option to create or modify new services, including changing the time, description, and assigned staff.

Quelques cas d'usages :

Appointment Scheduling for a Salon

A hair salon can use Microsoft Bookings to allow customers to schedule haircuts and treatments online. This improves customer satisfaction by providing a convenient way to book appointments and reduces no-shows through automated reminders.

Consultation Bookings for a Law Firm

A law firm can utilize Bookings to manage client consultations. By allowing clients to book appointments directly, the firm can streamline its scheduling process and ensure that lawyers' availability is accurately reflected.

Service Management for a Fitness Center

A fitness center can implement Bookings to manage class schedules and personal training sessions. This allows members to easily reserve spots in classes and helps staff manage their time effectively.

Event Scheduling for a Conference

A conference organizer can use Bookings to schedule sessions and manage attendee registrations. This ensures that all sessions are well-organized and that attendees can easily find and book their desired sessions.

Remote Consultations for Healthcare Providers

Healthcare providers can leverage Bookings to offer telehealth appointments. Patients can book virtual consultations, improving access to care while managing the providers' schedules efficiently.

Glossaire :

Bookings

A scheduling tool within Microsoft 365 that allows users to manage appointments and reservations.

Microsoft 365

A cloud-based suite of productivity applications and services offered by Microsoft, including tools like Word, Excel, Outlook, and Bookings.

App Launcher

A feature in Microsoft 365 that provides quick access to various applications and services.

Outlook

An email and calendar service from Microsoft that integrates with Bookings to manage appointments and availability.

Reservation

An appointment or booking made by a customer to secure a time slot for a service.

Customer

An individual or entity that makes a reservation or booking through the Bookings application.

Staff

Employees who are available for booking services and whose roles and availability can be managed within the Bookings app.

Services

The various offerings that can be booked through the Bookings application, which can be created or modified by the user.

Business Information

Details about a business that can be added to the Bookings page, including privacy policy, terms and conditions, and business hours.

API

Application Programming Interface, a set of protocols for building and interacting with software applications, which can be integrated with Bookings.

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If your IT admin has granted you

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access to Bookings, you can access

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the app via Microsoft 365 on the web.

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Start Bookings from the app launcher

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or simply click on this icon.

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Once you get to Bookings home page,

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you can view your automatically

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created personal booking page section.

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Here you have the option to create a shared

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booking page or view already existing ones.

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Let's discover the Bookings interface

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by opening an existing booking page.

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You are now on your Bookings calendar page.

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This calendar is linked to Outlook.

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It displays your ability,

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unavailability and reservations.

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Navigation and Bookings calendar

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works the same as in Outlooks.

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You can also use this menu

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bar to add time off, print,

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or export your calendar.

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To manually add a reservation,

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select a time slot directly from

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the calendar or click New Booking.

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You can filter your calendar based

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on services offered or employees.

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Go to Booking page to enhance the visibility

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of your page and set your preferences.

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Customers automatically renews all

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customers who have made a reservation.

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You can also add new customer or bulk

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add them by importing an excel file.

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Use the search bar to quickly

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locate specific customers.

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Under Staff you can view the

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existing employees, their roles,

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availability, status and permissions.

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This is where you can further

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add more employees.

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Services displays existing

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services while giving the option

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to create or modify new services.

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You can change the time, description,

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title as well as the assigned staff.

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For instance,

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under Business Information,

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you can add your basic details,

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your privacy policy and terms and conditions,

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your business logo,

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business hours and ACS app integration and

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the last one is for your connectors and APIs.

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You can create a new booking page

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by clicking here and selecting

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Create a new shared booking page.

Mandarine AI: WHAT YOU SHOULD KNOW

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