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
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Available in Microsoft365

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 :

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.
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.
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.
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.
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.
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.
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.
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.

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If your page is not in public mode,

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or if a customer needs help,

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whatever the reason may be,

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you can create a reservation yourself.

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Several solutions are available to you.

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The first is to use the

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share link as a reminder.

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You will find it under the

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Booking page tab on your left.

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You must then fill out the customer form.

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Alternatively you can either click

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here to display the booking pop up.

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In this case you will have to enter

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the day the start and end times

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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

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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,

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these fields are already filled in.

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By clicking on More Options you can

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change the service information.

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Please note that these changes are made on

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this booking and not on the service itself.

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Here you have the option to add a

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follow up e-mail to collect feedback

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from your customers or remind them

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to book their next appointment.

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Next, enter the customer information.

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This is the custom fields part that you

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defined when creating or editing the service.

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Finally,

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the right section shows you the

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employees and their availability on

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the dates and times you selected.

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A search box allows you to search

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for a specific employee,

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then click on Create Booking.

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The appointment is added to the calendar.

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Customers receive a confirmation e-mail

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if you have entered their e-mail address.

00:01:43

The employee assigned to this

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reservation can also receive an e-mail.

Mandarine AI: WHAT YOU SHOULD KNOW

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