Bookings - Make a reservation [Customer] Tutorial

In this video, you will learn how to make a reservation as a customer.
The video covers the process of selecting a service, choosing a staff member, and checking availability.
It also explains how to fill in customer information and finalize the reservation.
This tutorial will help you easily navigate the reservation process and ensure a smooth booking experience.

1:51
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Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive overview of the booking process for customers using the online reservation system. It outlines the steps customers need to follow to make a reservation, including selecting services, staff members, and filling in necessary information.

Chapitres :

Introduction to the Booking Process
The booking process allows customers to make reservations easily through a public booking page. Once the booking page is set up and visible to the public, customers can access it via a share link.
Accessing the Booking Page
Customers can access the booking page by clicking on the share link provided. This action redirects them to the booking interface where they can begin the reservation process.
Selecting Services
Upon entering the booking page, customers start by selecting a service. Here, they can view the duration and pricing information associated with each service offered.
Choosing a Staff Member
If the option is available, customers can choose a specific staff member for their reservation. The availability calendar is linked to the staff member's Outlook calendar, ensuring that the displayed availability is accurate. If the selected staff member is unavailable, a delay notification will appear.
Understanding Availability
When customers select a date, they will see several time slots based on the availability of the chosen staff member. If the customer is in a different time zone, they have the option to adjust it accordingly.
Filling in Customer Information
Customers must fill in the required customer information fields. These fields include default options provided by the booking system as well as any custom fields created by the service provider. Optional fields are clearly marked.
Finalizing the Reservation
To complete the reservation, customers click on the designated button. A confirmation window will appear, indicating that the reservation has been successfully made.
Post-Reservation Actions
Customers have the flexibility to modify or cancel their reservations at any time. Upon successful booking, customers receive a confirmation email, and if configured, the relevant staff member also receives a notification. For remote services, a link to the IT team will be included in the email.

FAQ :

How can customers make a reservation?

Customers can make a reservation by clicking on a shared link that redirects them to the booking page, where they can select a service and fill in their information.

What happens if the selected staff member is not available?

If the chosen staff member is not available, a delay message will appear, indicating that they cannot take the appointment at that time.

Can customers modify or cancel their reservations?

Yes, customers can modify or cancel their reservations at any time after booking.

What information do customers need to provide when booking?

Customers need to fill in their details in the customer information fields, which include both default and any custom fields created for the booking.

Will customers receive a confirmation after booking?

Yes, customers will receive a confirmation email after finalizing their reservation, and the relevant staff member will also receive a notification if set up.

Quelques cas d'usages :

Salon Appointment Booking

A hair salon can use the booking page to allow clients to select services like haircuts or coloring, choose their preferred stylist, and book appointments based on real-time availability.

Consultation Scheduling for Therapists

Therapists can implement this booking system to let clients schedule consultations, ensuring that they can see available time slots and receive confirmation emails for their appointments.

Remote IT Support Services

IT support teams can use the booking page to allow clients to book remote assistance sessions, automatically sending links for virtual meetings in the confirmation emails.

Fitness Class Reservations

Fitness studios can utilize the booking system to manage class registrations, allowing clients to select classes, view instructor availability, and receive reminders about their bookings.

Glossaire :

Booking Page

A web page where customers can view available services and make reservations.

Public Visibility

A setting that allows anyone to view and access the booking page.

Service

The specific offering that customers can book, which includes details like duration and price.

Availability Calendar

A schedule that shows when staff members are available for appointments, linked to their Outlook calendars.

Time Slots

Specific periods during which a service can be booked, based on staff availability.

Customer Information Fields

Forms that customers fill out with their details when making a reservation, including default and custom fields.

Confirmation Email

An email sent to customers to confirm their reservation, which may also be sent to the relevant staff member.

Remote Service

A service that is provided online, where a link to the IT team is included in the confirmation email.

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Once your booking page is complete,

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if it is in public visibility,

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your customers can make a reservation.

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For example, if you send your share link,

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the customer simply clicks on it and

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it is redirected to your booking page.

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Once on that page this start

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by selecting a service.

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Here we find the duration and

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price information. Just below,

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if you have given them the option,

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they can choose the staff member with

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whom they want to make this reservation.

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Since the availability calendar is linked

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to your staff members Outlook calendars,

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it will be modified according

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to the chosen person.

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If this person is not available,

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the delay appears like this.

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If they have time for at

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least one appointment,

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the daisies played in this color.

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When your customer selects today,

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several time slots are offered.

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Again, they are linked to the

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availability of the chosen staff member.

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If your customer doesn't have

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the same time zone as you,

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they can change it here.

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Next they need to fill in the

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customer information fields.

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These correspond to the default

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fields that exist in bookings as

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well as the custom fields you have

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created and assigned to this booking.

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Optional fields are notified.

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Then they just have to click here

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to finalize their reservation.

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A confirmation window appears.

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Customers can always modify or

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cancel their reservation afterwards.

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Your customer receives a confirmation

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e-mail and if you have defined it as such,

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the relevant staff member also receives one.

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If it is a service that is done remotely,

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IT teams link will be included in the e-mail.

Mandarine AI: WHAT YOU SHOULD KNOW

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