Bookings - Make a reservation Employee] Tutorial

In this video, you will learn how to make a reservation as an employee using Microsoft 365. The video covers the process of selecting a service, choosing a staff member, and checking their availability on the Outlook calendar.
It also demonstrates how to fill in customer information and finalize the reservation.
This tutorial will help you efficiently manage reservations and provide a seamless booking experience for your customers.

  • 1:50
  • 2318 views

Objectifs :

This document aims to provide a comprehensive guide on how to create a reservation for customers, detailing the steps involved and the options available for managing bookings effectively.

Chapitres :

  1. Introduction
    In this guide, we will explore the process of creating a reservation for customers, especially when the page is not in public mode or when assistance is needed. Understanding how to navigate the booking system is essential for providing excellent customer service.
  2. Creating a Reservation
    There are several methods available for creating a reservation. Here are the primary options: - **Using the Share Link**: This link serves as a reminder and can be found under the 'Booking Page' tab on the left side of the interface. You will need to fill out the customer form after accessing this link. - **Booking Pop-Up**: Alternatively, you can click on a designated area to display the booking pop-up. In this case, you will need to manually enter the start and end times for the appointment.
  3. Selecting Date and Time
    To select the desired date and time for the appointment: 1. **Choose the Date**: Use the calendar to select the date. 2. **Select Time Slot**: Choose the appropriate time slot for the service. 3. **Service Selection**: Start by selecting the service from the list you have created.
  4. Filling in Service Details
    Once you have selected the service, you will need to fill in the service details. If you accessed the booking through the calendar, these fields may already be populated. You can click on 'More Options' to modify the service information. Note that any changes made here will only affect this specific booking, not the service itself.
  5. Customer Information
    Next, you will enter the customer information. This includes: - **Custom Fields**: These fields were defined when you created or edited the service. Ensure all necessary information is filled out accurately.
  6. Employee Availability
    The right section of the interface displays the employees and their availability based on the selected date and time. You can use a search box to find a specific employee. Once you have selected the employee, click on 'Create Booking' to finalize the appointment.
  7. Confirmation and Notifications
    After creating the booking, the appointment will be added to the calendar. If you have entered the customer's email address, they will receive a confirmation email. Additionally, the employee assigned to the reservation can also receive an email notification.
  8. Conclusion
    Creating a reservation is a straightforward process that involves selecting the service, entering customer information, and confirming employee availability. By following these steps, you can ensure that customers receive timely confirmations and that appointments are managed efficiently.

FAQ :

How can I create a reservation for a customer?

You can create a reservation by using the share link found under the Booking page tab, filling out the customer form, or by clicking to display the booking pop-up and entering the required details manually.

What information do I need to fill out when making a booking?

You need to fill out the customer information, service details, and select the date and time for the appointment. Additionally, you can add a follow-up email for feedback.

Will customers receive a confirmation email after booking?

Yes, customers will receive a confirmation email if you have entered their email address during the booking process.

Can I change the service information after creating a booking?

Yes, you can change the service information for that specific booking by clicking on 'More Options', but these changes will not affect the service itself.

How do I check employee availability for bookings?

You can view employee availability in the right section of the booking interface, where you can also search for a specific employee.

Quelques cas d'usages :

Salon Appointment Scheduling

A hair salon can use the booking system to manage customer appointments efficiently. By creating reservations through the booking page, staff can ensure that they have all necessary customer information and service details, leading to improved customer satisfaction and streamlined operations.

Medical Office Patient Management

A medical office can implement this reservation system to schedule patient appointments. By utilizing the follow-up email feature, the office can collect patient feedback and remind them of their next visit, enhancing patient engagement and care.

Fitness Class Reservations

A fitness center can use the booking system to allow members to reserve spots in classes. By managing employee availability and customer reservations, the center can optimize class sizes and improve the overall experience for participants.

Consultation Services

Consultants can leverage the booking system to schedule client meetings. By entering service details and customer information, they can ensure that each meeting is tailored to the client's needs, improving the effectiveness of consultations.

Glossaire :

Reservation

A reservation is a booking made in advance to secure a service or appointment at a specific time.

Booking Page

The section of a website or application where customers can view available services and make reservations.

Customer Form

A form that collects information about the customer, such as name, contact details, and preferences, necessary for making a reservation.

Service Details

Information related to the specific service being booked, including duration, description, and any special requirements.

Follow-up Email

An email sent to customers after their appointment to collect feedback or remind them to book their next appointment.

Employee Availability

The times and dates when employees are available to provide services, which can be viewed when making a reservation.

Calendar

A tool used to manage and display scheduled appointments and availability for services.

résultat(s)
00:00:02
If your page is not in public mode,
00:00:05
or if a customer needs help,
00:00:07
whatever the reason may be,
00:00:09
you can create a reservation yourself.
00:00:11
Several solutions are available to you.
00:00:14
The first is to use the
00:00:15
share link as a reminder.
00:00:17
You will find it under the
00:00:20
Booking page tab on your left.
00:00:22
You must then fill out the customer form.
00:00:25
Alternatively you can either click
00:00:27
here to display the booking pop up.
00:00:30
In this case you will have to enter
00:00:32
the day the start and end times
00:00:35
manually or directly in your calendar.
00:00:38
Select the desired date and time slot.
00:00:40
Start by selecting the service here
00:00:43
from the list of services you created.
00:00:46
Then you fill in the service details.
00:00:49
If you went through the calendar,
00:00:51
these fields are already filled in.
00:00:53
By clicking on More Options you can
00:00:56
change the service information.
00:00:57
Please note that these changes are made on
00:01:00
this booking and not on the service itself.
00:01:03
Here you have the option to add a
00:01:06
follow up e-mail to collect feedback
00:01:08
from your customers or remind them
00:01:11
to book their next appointment.
00:01:13
Next, enter the customer information.
00:01:15
This is the custom fields part that you
00:01:19
defined when creating or editing the service.
00:01:22
Finally,
00:01:22
the right section shows you the
00:01:25
employees and their availability on
00:01:27
the dates and times you selected.
00:01:30
A search box allows you to search
00:01:32
for a specific employee,
00:01:34
then click on Create Booking.
00:01:36
The appointment is added to the calendar.
00:01:38
Customers receive a confirmation e-mail
00:01:40
if you have entered their e-mail address.
00:01:43
The employee assigned to this
00:01:45
reservation can also receive an e-mail.

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résultat(s)
00:00:02
Se a sua página não estiver no modo público,
00:00:05
ou se um cliente precisar de ajuda,
00:00:07
seja qual for o motivo,
00:00:09
Você mesmo pode criar uma reserva.
00:00:11
Várias soluções estão disponíveis para você.
00:00:14
A primeira é utilizar a seringa
00:00:15
link de compartilhamento como um lembrete.
00:00:17
Você vai encontrá-lo sob o
00:00:20
Guia da página de reserva à esquerda.
00:00:22
Em seguida, deve preencher o formulário de cliente.
00:00:25
Como alternativa, você pode clicar em
00:00:27
aqui para exibir o pop-up de reserva.
00:00:30
Neste caso, terá de entrar
00:00:32
o dia, os horários de início e fim
00:00:35
manualmente ou diretamente no seu calendário.
00:00:38
Selecione a data e o intervalo de tempo desejados.
00:00:40
Comece por selecionar o serviço aqui
00:00:43
da lista de serviços que criou.
00:00:46
Em seguida, preencha os detalhes do serviço.
00:00:49
Se você passou pelo calendário,
00:00:51
Estes campos já estão preenchidos.
00:00:53
Ao clicar em Mais Opções pode
00:00:56
Altere as informações do serviço.
00:00:57
Tenha em atenção que estas alterações são feitas em
00:01:00
esta reserva e não no serviço em si.
00:01:03
Aqui você tem a opção de adicionar um
00:01:06
Acompanhe o e-mail para coletar feedback
00:01:08
dos seus clientes ou lembrá-los
00:01:11
para marcar a sua próxima consulta.
00:01:13
Em seguida, insira as informações do cliente.
00:01:15
Esta é a parte de campos personalizados que você
00:01:19
definido ao criar ou editar o serviço.
00:01:22
Por fim,
00:01:22
A secção direita mostra-lhe o
00:01:25
funcionários e sua disponibilidade em
00:01:27
as datas e horas selecionadas.
00:01:30
Uma caixa de pesquisa permite-lhe pesquisar
00:01:32
para um empregado específico,
00:01:34
em seguida, clique em Criar reserva.
00:01:36
O compromisso é adicionado ao calendário.
00:01:38
Os clientes recebem um e-mail de confirmação
00:01:40
se você inseriu o endereço de e-mail deles.
00:01:43
O funcionário designado para isso
00:01:45
reserva também pode receber um e-mail.

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résultat(s)
00:00:02
Se la tua pagina non è in modalità pubblica,
00:00:05
o se un cliente ha bisogno di aiuto,
00:00:07
qualunque sia la ragione,
00:00:09
puoi creare una prenotazione tu stesso.
00:00:11
Sono disponibili diverse soluzioni.
00:00:14
Il primo è usare il
00:00:15
condividi il link come promemoria.
00:00:17
Lo troverai sotto
00:00:20
Scheda della pagina di prenotazione sulla sinistra.
00:00:22
È quindi necessario compilare il modulo per il cliente.
00:00:25
In alternativa, puoi fare clic su
00:00:27
qui per visualizzare il pop-up di prenotazione.
00:00:30
In questo caso dovrai inserire
00:00:32
il giorno, l'ora di inizio e di fine
00:00:35
manualmente o direttamente nel tuo calendario.
00:00:38
Seleziona la data e la fascia oraria desiderate.
00:00:40
Inizia selezionando il servizio qui
00:00:43
dall'elenco dei servizi che hai creato.
00:00:46
Quindi inserisci i dettagli del servizio.
00:00:49
Se hai consultato il calendario,
00:00:51
questi campi sono già compilati.
00:00:53
Cliccando su Altre opzioni puoi
00:00:56
modificare le informazioni sul servizio.
00:00:57
Tieni presente che queste modifiche vengono apportate il
00:01:00
questa prenotazione e non sul servizio stesso.
00:01:03
Qui hai la possibilità di aggiungere un
00:01:06
invia un'e-mail di follow-up per raccogliere feedback
00:01:08
dai tuoi clienti o ricordaglielo
00:01:11
per prenotare il loro prossimo appuntamento.
00:01:13
Successivamente, inserisci le informazioni sul cliente.
00:01:15
Questa è la parte dei campi personalizzati che hai
00:01:19
definito durante la creazione o la modifica del servizio.
00:01:22
Infine,
00:01:22
la sezione giusta ti mostra il
00:01:25
dipendenti e la loro disponibilità su
00:01:27
le date e gli orari selezionati.
00:01:30
Una casella di ricerca consente di effettuare una ricerca
00:01:32
per un dipendente specifico,
00:01:34
quindi fai clic su Crea prenotazione.
00:01:36
L'appuntamento viene aggiunto al calendario.
00:01:38
I clienti ricevono un'e-mail di conferma
00:01:40
se hai inserito il loro indirizzo e-mail.
00:01:43
Il dipendente assegnato a questo
00:01:45
la prenotazione può anche ricevere un'e-mail.

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résultat(s)
00:00:02
Если ваша страница не находится в публичном режиме,
00:00:05
или если клиенту нужна помощь,
00:00:07
какой бы ни была причина,
00:00:09
вы можете создать резервацию самостоятельно.
00:00:11
Вам доступно несколько решений.
00:00:14
Во-первых, используйте
00:00:15
поделитесь ссылкой в качестве напоминания.
00:00:17
Вы найдете ее в разделе
00:00:20
Вкладка «Страница бронирования» слева.
00:00:22
Затем вы должны заполнить форму клиента.
00:00:25
В качестве альтернативы вы можете нажать
00:00:27
здесь, чтобы отобразить всплывающее окно бронирования.
00:00:30
В этом случае вам нужно будет войти
00:00:32
день, время начала и окончания
00:00:35
вручную или прямо в календаре.
00:00:38
Выберите желаемую дату и временной интервал.
00:00:40
Начните с выбора услуги здесь
00:00:43
из списка созданных вами сервисов.
00:00:46
Затем вы заполняете сведения об услуге.
00:00:49
Если вы просмотрели календарь,
00:00:51
эти поля уже заполнены.
00:00:53
Нажав на «Дополнительные параметры», вы можете
00:00:56
изменить информацию об услуге.
00:00:57
Обратите внимание, что эти изменения внесены в
00:01:00
в этом бронировании, а не в самой услуге.
00:01:03
Здесь у вас есть возможность добавить
00:01:06
подпишитесь на электронную почту, чтобы получить обратную связь
00:01:08
от ваших клиентов или напоминайте им
00:01:11
чтобы записаться на следующую встречу.
00:01:13
Затем введите информацию о клиенте.
00:01:15
Это часть настраиваемых полей, которую вы
00:01:19
определено при создании или редактировании сервиса.
00:01:22
Наконец,
00:01:22
в правом разделе показаны
00:01:25
сотрудники и их доступность на
00:01:27
выбранные вами даты и время.
00:01:30
Поле поиска позволяет искать
00:01:32
по конкретному сотруднику,
00:01:34
затем нажмите «Создать бронирование».
00:01:36
Встреча добавлена в календарь.
00:01:38
Клиенты получают электронное письмо с подтверждением
00:01:40
если вы ввели их адрес электронной почты.
00:01:43
Назначенный на это сотрудник
00:01:45
бронирование также может получить электронное письмо.

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résultat(s)
00:00:02
Si tu página no está en modo público,
00:00:05
o si un cliente necesita ayuda,
00:00:07
sea cual sea el motivo,
00:00:09
puede crear una reserva usted mismo.
00:00:11
Hay varias soluciones disponibles para usted.
00:00:14
La primera consiste en utilizar el
00:00:15
compartir el enlace como recordatorio.
00:00:17
Lo encontrarás debajo del
00:00:20
La pestaña de la página de reservas está a la izquierda.
00:00:22
A continuación, debe completar el formulario de cliente.
00:00:25
Alternativamente, puede hacer clic
00:00:27
haga clic aquí para mostrar la ventana emergente de reserva.
00:00:30
En este caso, tendrás que entrar
00:00:32
el día, las horas de inicio y finalización
00:00:35
manual o directamente en tu calendario.
00:00:38
Seleccione la fecha y la franja horaria deseadas.
00:00:40
Empieza por seleccionar el servicio aquí
00:00:43
de la lista de servicios que ha creado.
00:00:46
A continuación, rellena los detalles del servicio.
00:00:49
Si revisaste el calendario,
00:00:51
estos campos ya están rellenados.
00:00:53
Al hacer clic en Más opciones, puede
00:00:56
cambiar la información del servicio.
00:00:57
Tenga en cuenta que estos cambios se realizan el
00:01:00
en esta reserva y no en el servicio en sí.
00:01:03
Aquí tienes la opción de añadir un
00:01:06
correo electrónico de seguimiento para recopilar comentarios
00:01:08
de sus clientes o recordándoles
00:01:11
para reservar su próxima cita.
00:01:13
A continuación, introduzca la información del cliente.
00:01:15
Esta es la parte de campos personalizados que tú
00:01:19
definida al crear o editar el servicio.
00:01:22
Por último,
00:01:22
la sección de la derecha le muestra el
00:01:25
empleados y su disponibilidad en
00:01:27
las fechas y horas que seleccionó.
00:01:30
Un cuadro de búsqueda le permite buscar
00:01:32
para un empleado específico,
00:01:34
a continuación, haga clic en Crear reserva.
00:01:36
La cita se añade al calendario.
00:01:38
Los clientes reciben un correo electrónico de confirmación
00:01:40
si ha introducido su dirección de correo electrónico.
00:01:43
El empleado asignado a esto
00:01:45
La reserva también puede recibir un correo electrónico.

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résultat(s)
00:00:02
Als je pagina niet in de openbare modus staat,
00:00:05
of als een klant hulp nodig heeft,
00:00:07
wat de reden ook mag zijn,
00:00:09
je kunt zelf een reservering maken.
00:00:11
Er zijn verschillende oplossingen voor u beschikbaar.
00:00:14
De eerste is om gebruik te maken van de
00:00:15
link delen als herinnering.
00:00:17
Je vindt het onder de
00:00:20
Tabblad op de boekingspagina aan de linkerkant.
00:00:22
Je moet dan het klantenformulier invullen.
00:00:25
Als alternatief kunt u ofwel klikken
00:00:27
hier om de boekingspop-up weer te geven.
00:00:30
In dit geval moet u invoeren
00:00:32
de dag, de begin- en eindtijd
00:00:35
handmatig of rechtstreeks in je agenda.
00:00:38
Selecteer de gewenste datum en tijdslot.
00:00:40
Begin door hier de service te selecteren
00:00:43
uit de lijst met services die je hebt gemaakt.
00:00:46
Vervolgens vul je de servicegegevens in.
00:00:49
Als je de kalender hebt doorgenomen,
00:00:51
deze velden zijn al ingevuld.
00:00:53
Door op Meer opties te klikken kunt u
00:00:56
de service-informatie wijzigen.
00:00:57
Houd er rekening mee dat deze wijzigingen worden aangebracht op
00:01:00
deze boeking en niet op de service zelf.
00:01:03
Hier heb je de mogelijkheid om een toe te voegen
00:01:06
e-mail opvolgen om feedback te verzamelen
00:01:08
van je klanten of hen eraan herinneren
00:01:11
om hun volgende afspraak te boeken.
00:01:13
Voer vervolgens de klantgegevens in.
00:01:15
Dit is het gedeelte met aangepaste velden dat u
00:01:19
gedefinieerd bij het aanmaken of bewerken van de service.
00:01:22
Tot slot,
00:01:22
het rechtergedeelte toont je de
00:01:25
werknemers en hun beschikbaarheid op
00:01:27
de datums en tijden die je hebt geselecteerd.
00:01:30
Met een zoekvak kunt u zoeken
00:01:32
voor een specifieke werknemer,
00:01:34
klik vervolgens op Boeking aanmaken.
00:01:36
De afspraak wordt toegevoegd aan de kalender.
00:01:38
Klanten ontvangen een bevestigingsmail
00:01:40
als je hun e-mailadres hebt ingevoerd.
00:01:43
De werknemer die hieraan is toegewezen
00:01:45
reservatie kan ook een e-mail ontvangen.

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résultat(s)
00:00:02
Jeśli Twoja strona nie jest w trybie publicznym,
00:00:05
lub jeśli klient potrzebuje pomocy,
00:00:07
Bez względu na powód,
00:00:09
Możesz samodzielnie utworzyć rezerwację.
00:00:11
Dostępnych jest kilka rozwiązań.
00:00:14
Pierwszym z nich jest użycie
00:00:15
udostępnij link jako przypomnienie.
00:00:17
Znajdziesz go pod
00:00:20
Zakładka strony rezerwacji po lewej stronie.
00:00:22
Następnie należy wypełnić formularz klienta.
00:00:25
Alternatywnie możesz kliknąć
00:00:27
tutaj, aby wyświetlić wyskakujące okienko rezerwacji.
00:00:30
W takim przypadku będziesz musiał wejść
00:00:32
dzień rozpoczęcia i zakończenia
00:00:35
ręcznie lub bezpośrednio w kalendarzu.
00:00:38
Wybierz żądaną datę i przedział czasowy.
00:00:40
Zacznij od wyboru usługi tutaj
00:00:43
z listy utworzonych przez Ciebie usług.
00:00:46
Następnie wypełnisz dane usługi.
00:00:49
Jeśli przejrzałeś kalendarz,
00:00:51
Pola te są już wypełnione.
00:00:53
Klikając na Więcej opcji możesz
00:00:56
Zmień informacje o usługach.
00:00:57
Należy pamiętać, że zmiany te są wprowadzane na
00:01:00
ta rezerwacja, a nie w samej usłudze.
00:01:03
Tutaj masz możliwość dodania
00:01:06
Śledź e-mail, aby zebrać opinie
00:01:08
od swoich klientów lub przypomnij im
00:01:11
aby zarezerwować następną wizytę.
00:01:13
Następnie wprowadź informacje o kliencie.
00:01:15
Jest to część pól niestandardowych, którą wykonujesz
00:01:19
zdefiniowane podczas tworzenia lub edycji usługi.
00:01:22
Wreszcie,
00:01:22
Prawa sekcja pokazuje
00:01:25
Pracownicy i ich dostępność
00:01:27
wybrane daty i godziny.
00:01:30
Pole wyszukiwania umożliwia wyszukiwanie
00:01:32
dla konkretnego pracownika,
00:01:34
następnie kliknij Utwórz rezerwację.
00:01:36
Spotkanie jest dodawane do kalendarza.
00:01:38
Klienci otrzymują e-mail z potwierdzeniem
00:01:40
jeśli podałeś ich adres e-mail.
00:01:43
Pracownik przydzielony do tego
00:01:45
rezerwacja może również otrzymać e-mail.

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résultat(s)
00:00:02
Ha az oldal nem nyilvános módban van,
00:00:05
vagy ha egy ügyfélnek segítségre van szüksége,
00:00:07
Bármi is legyen az oka,
00:00:09
saját maga hozhat létre foglalást.
00:00:11
Számos megoldás áll rendelkezésére.
00:00:14
Az első az, hogy használja a
00:00:15
megosztja a linket emlékeztetőként.
00:00:17
Meg fogja találni a
00:00:20
Foglalási oldal fül a bal oldalon.
00:00:22
Ezután ki kell töltenie az ügyfélűrlapot.
00:00:25
Alternatív megoldásként kattinthat
00:00:27
Itt jelenítheti meg a foglalási felugró ablakot.
00:00:30
Ebben az esetben be kell lépnie
00:00:32
a kezdő és a befejezés napja
00:00:35
manuálisan vagy közvetlenül a naptárban.
00:00:38
Válassza ki a kívánt dátumot és időpontot.
00:00:40
Kezdje a szolgáltatás kiválasztásával itt
00:00:43
az Ön által létrehozott szolgáltatások listájából.
00:00:46
Ezután töltse ki a szolgáltatás adatait.
00:00:49
Ha átnézte a naptárat,
00:00:51
Ezek a mezők már kitöltve vannak.
00:00:53
Ha rákattint a További lehetőségek gombra
00:00:56
módosítsa a szolgáltatási információkat.
00:00:57
Felhívjuk figyelmét, hogy ezek a változtatások a következő napon történnek
00:01:00
Ez a foglalás, és nem magán a szolgáltatáson.
00:01:03
Itt lehetősége van hozzáadni egy
00:01:06
e-mailek nyomon követése visszajelzések gyűjtéséhez
00:01:08
Ügyfeleitől, vagy emlékeztesse őket
00:01:11
hogy lefoglalják a következő találkozójukat.
00:01:13
Ezután adja meg az ügyfél adatait.
00:01:15
Ez az egyéni mezők része, amelyet Ön
00:01:19
a szolgáltatás létrehozásakor vagy szerkesztésekor definiálva.
00:01:22
Végül
00:01:22
a jobb oldali rész megmutatja a
00:01:25
munkavállalók és elérhetőségük
00:01:27
a kiválasztott dátumok és időpontok.
00:01:30
A keresőmező lehetővé teszi a keresést
00:01:32
egy adott munkavállaló számára,
00:01:34
majd kattintson a Foglalás létrehozása elemre.
00:01:36
A találkozó hozzáadódik a naptárhoz.
00:01:38
Az ügyfelek visszaigazoló e-mailt kapnak
00:01:40
ha megadta az e-mail címét.
00:01:43
Az ehhez kijelölt munkavállaló
00:01:45
a foglalás e-mailt is kaphat.

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