Bookings - Manage and share your booking pages Tutorial

In this video, you will learn how to manage and share your booking pages.
The video covers the process of editing your booking page, including modifying its visibility and accessing advanced settings.
You will also learn how to customize the look of your booking page, set your company's time zone, and manage access rights.
Additionally, the video explains how to activate different levels of confidentiality for your booking page and set up customer data usage consent.
This tutorial will help you effectively manage and share your booking pages, improving your overall booking process.

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Available in Microsoft365

Objectifs :

This video aims to guide users through the process of modifying booking pages, including changing names, logos, and policies, while also explaining the various settings and access controls available.

Chapitres :

Introduction to Booking Page Modifications
In this section, we will explore the importance of modifying your booking pages. Whether you have one or multiple booking pages, adjustments may be necessary to ensure they reflect your current branding and policies.
Selecting a Booking Page to Edit
To begin editing, select the booking page you wish to modify. Click on the name of your booking page, which will display a list of your open booking pages or allow you to open an existing page.
Accessing Settings for Your Booking Page
Once you have selected a booking page, you will find various setting tabs related to that page. Here, you can modify the visibility of the page and access advanced settings to customize its appearance.
Customizing Your Booking Page
You can personalize the look of your booking page, set your company's time zone, and adjust access rights. The link to your booking page remains constant, but access permissions can change based on the settings you choose.
Understanding Access Permissions
Access permissions can be set to different levels: - **No Cell Service**: Only you can use the link, and unauthorized users will receive an error message. - **Available to People in Your Organization**: Only members defined by your network administrator can access the link. - **Public Access**: The link is available to everyone who has it. Remember to click 'Save' after changing confidentiality settings.
Setting Up Booking Controls
You can activate options such as requiring a one-time password for bookings. This enhances security and ensures that only authorized users can create bookings.
Configuring Customer Data and Notifications
In this section, you can set up customer data usage consent and default scheduling policies. This includes defining time increments between bookings to avoid delays and setting maximum and minimum appointment times. You can also configure email notifications.
Business Information and Integration
Adjust your business information by setting basic details, privacy policies, and terms and conditions. You can also upload your business logo and specify business hours. Additionally, you have the option to activate a customer service app integration.
Conclusion
In summary, modifying your booking pages is essential for maintaining an up-to-date and user-friendly experience. By following the steps outlined in this video, you can ensure that your booking pages meet your business needs and provide a seamless experience for your customers.

FAQ :

How do I edit my booking page?

To edit your booking page, click on the name of the page you wish to modify from your list of open booking pages. You can then access various settings to customize your page.

What are access rights and how do they work?

Access rights determine who can view or use your booking page. You can set it to allow only specific users, members of your organization, or make it accessible to everyone.

What is a One-Time Password and why is it important?

A One-Time Password (OTP) is a security measure that requires users to enter a unique code for each booking session, enhancing the security of the booking process.

How can I set a cancellation policy for my bookings?

You can set a cancellation policy by accessing the business information settings on your booking page, where you can define the rules and conditions for cancellations.

What is the purpose of setting a time increment between bookings?

Setting a time increment helps avoid scheduling conflicts and ensures that there is enough time for services, especially if they may take longer than expected.

Quelques cas d'usages :

Managing Appointments in a Spa

A spa can use the booking page to manage appointments efficiently by setting time increments between bookings to ensure that each client receives adequate service without overlaps.

Corporate Event Scheduling

A company can utilize the booking page to schedule corporate events, using access rights to restrict bookings to employees only, ensuring that external parties cannot access sensitive information.

Healthcare Appointment Management

A healthcare provider can implement a One-Time Password feature for patient bookings to enhance security and privacy, ensuring that only authorized individuals can make appointments.

Educational Workshops Registration

An educational institution can set up a booking page for workshops, allowing participants to choose specific staff members for guidance while managing cancellations through a clear policy.

Integrating Customer Service Tools

A business can integrate customer service applications with their booking page to streamline communication and improve customer experience, allowing for better management of inquiries and bookings.

Glossaire :

Booking Page

A dedicated webpage where customers can view and make reservations for services offered by a business.

Visibility

The setting that determines whether a booking page is accessible to the public or restricted to certain users.

Access Rights

Permissions that dictate who can view or use the booking page, which can be set to various levels of confidentiality.

One-Time Password (OTP)

A security feature that requires users to enter a unique password sent to them for a single session, enhancing booking security.

Time Increment

The minimum time interval set between two bookings to prevent overlaps and ensure adequate time for services.

Cancellation Policy

The rules and conditions under which a customer can cancel a booking, including any fees or notice periods.

CS App Integration

The process of connecting a customer service application with the booking system to streamline operations and improve customer interactions.

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Whether you have one or more booking pages,

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at times you have to make modifications,

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whether it's the name,

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the logo or the policy of the booking page.

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First select the booking page

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you wish to edit. To do this,

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click on the name of your booking page

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here and then choose from your open

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booking pages or open an existing page.

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Here you can find setting tabs

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related to your booking page.

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On their booking page,

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you can modify the visibility of the

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page or simply access advanced settings.

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You can then customize the look

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of your booking page and set

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your company's time zone.

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Note that this link is related to

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your booking page access rights.

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The link always remains the same.

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However, access permissions change if you

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change the access right to No cell service.

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Only you will be able to use the link.

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Unauthorized persons have an error

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message telling them that they do not

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have permission to access the booking page.

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You select available to

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people in your organization.

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Only members defined by your network

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administrator will be able to use that link.

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The last option activates the

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link for everyone who has it.

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If you change the confidentiality settings,

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don't forget to click save.

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For example,

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under Business page access control.

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You can activate Require a One

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Time Password to create bookings.

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Go to the next option to set up

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customer data Usage Consent.

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Default scheduling policy gives you

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the option to set up a time increment

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between 2 bookings to avoid delays if

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a service takes longer than expected,

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or to take a break between 2 bookings.

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It further lets you add the maximum

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and minimum time for an appointment

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and cancellation,

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but also lets you set up

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your notifications by mail.

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You can allow or not customers to choose.

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Specific staff member when booking business

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information lets you adjust basic details,

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set up privacy policy and terms

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and conditions at a business logo

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along with business hours or

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activate a CS app integration.

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