Bookings - Publish your Booking page Tutorial

In this video, you will learn how to publish your booking page using Microsoft Bookings.
The video covers the steps to publish your booking page and make it accessible to your customers.
By publishing your booking page, you can easily share it with your clients and allow them to schedule appointments with you.
This will help you streamline your booking system and save time for both you and your customers.

2:54
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Available in Microsoft365

Objectifs :

This video aims to guide users on how to modify their calendar settings, including name, logo, and privacy options for the Booking page. It provides step-by-step instructions on accessing and customizing these settings to enhance user experience and control over bookings.

Chapitres :

Introduction to Calendar Modifications
In today's digital environment, managing calendars effectively is crucial for both personal and business purposes. This video focuses on how to make necessary changes to your calendar settings, including the name, logo, and confidentiality of your Booking page.
Selecting the Calendar to Change
To begin, you need to select the calendar you wish to modify. Click on the name of your calendar displayed on the interface. You can choose from your open calendars or open an existing one that you want to edit.
Accessing Settings
Once you have selected the calendar, navigate to the settings section. The last two panes in the settings menu are specifically related to your Booking page. Here, you can adjust the visibility of the page and access advanced settings.
Customizing the Booking Page
In this section, you can customize the appearance of your Booking page, select your company's time zone, and set the privacy options. The link to your Booking page remains the same, but the access permissions can be modified based on your preferences.
Privacy Settings Explained
You have three privacy options for your Booking page: - **No Self-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. - **Available to Anyone**: This option allows anyone with the link to access the Booking page. Remember to click the save button after making any changes to the privacy settings.
Business Page Access Control
The Business page access control feature allows you to redirect customers to the latest version of Bookings or require a one-time password for reservations. This enhances security and ensures that only authorized users can make bookings.
Configuring Customer Data Consent
In the settings, you can also configure consent for the use of customer data. This is essential for compliance with data protection regulations and to maintain customer trust.
Default Scheduling Policy
The default scheduling policy allows you to set a time interval between two bookings. This feature helps avoid delays if a service takes longer than expected and allows for breaks between appointments. You can also configure the maximum and minimum lead time for appointments and manage cancellations.
Mail Notifications and Staff Selection
In addition to scheduling policies, you can configure mail notifications to keep customers informed about their bookings. You also have the option to allow customers to choose a specific staff member when making a reservation.
Business Information Settings
The final part of the settings provides access to your business information, including the logo, days, and hours of operation. This information corresponds to the times when customers can make reservations, ensuring clarity and professionalism.
Conclusion
In summary, modifying your calendar settings is essential for effective management of your Booking page. By following the steps outlined in this video, you can customize your calendar to better serve your needs and enhance the booking experience for your customers.

FAQ :

How do I change the name of my Booking page?

To change the name of your Booking page, select the calendar you want to modify, go to the settings, and update the name in the appropriate field.

What are the different privacy settings for my Booking page?

The privacy settings include 'No self-service' (only the owner can access), 'Available to people in your organization' (only members defined by the network administrator can access), and 'Available to anyone' (accessible to all).

What happens if I set my Booking page to 'No self-service'?

If you set your Booking page to 'No self-service', only you will have access to the link, and unauthorized users will receive an error message when trying to access it.

How can I configure the time intervals between bookings?

You can configure the time intervals between bookings in the default scheduling policy settings, where you can set maximum and minimum lead times and manage cancellations.

Can customers choose a specific staff member when booking?

Yes, you can allow customers to choose a specific staff member when making a booking by enabling this option in the settings.

What should I do after changing the privacy settings?

After changing the privacy settings, make sure to click the save button to apply the changes.

Quelques cas d'usages :

Managing Appointments in a Healthcare Setting

Healthcare providers can use the Booking page to manage patient appointments, ensuring that time intervals are set to avoid overlaps and allowing patients to choose their preferred healthcare professional.

Scheduling Meetings in a Corporate Environment

Corporate teams can utilize the Booking page to schedule internal meetings, controlling access through privacy settings to ensure only relevant team members can book time slots.

Event Planning for a Conference

Event organizers can set up a Booking page for attendees to reserve spots at various sessions, using the default scheduling policy to manage lead times and cancellations effectively.

Customer Service Appointments

Businesses can implement the Booking page to allow customers to schedule service appointments, using privacy settings to restrict access to internal staff only or to the general public as needed.

Educational Tutoring Sessions

Tutors can create a Booking page for students to book tutoring sessions, configuring the time intervals to ensure adequate breaks between sessions and allowing students to select their preferred tutor.

Glossaire :

Booking page

A web page where customers can schedule appointments or make reservations.

Visibility

The degree to which the Booking page can be accessed by users, which can be set to different privacy levels.

Privacy settings

Options that determine who can access the Booking page, including options for self-service, organizational access, or public access.

Self-service

A privacy setting that allows only the owner to access the Booking page, restricting access to unauthorized users.

Network administrator

An individual responsible for managing and configuring network settings and permissions within an organization.

Consent for customer data

A setting that allows businesses to configure how customer data is used and whether consent is required for its use.

Default scheduling policy

The standard rules governing the time intervals between bookings, including lead times and cancellation policies.

Mail notifications

Email alerts sent to customers or staff regarding bookings, confirmations, or changes.

Logo

A graphic symbol or emblem representing a business, which can be displayed on the Booking page.

Days and hours of operation

The specific times when customers can make reservations, which can be configured in the Booking settings.

00:00:02

Whether you have one or more calendars,

00:00:05

it is sometimes necessary to make changes,

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whether it is the name, the logo or the

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confidentiality of the Booking page.

00:00:14

Start by choosing the

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calendar you want to change.

00:00:17

To do this, click on the name of your

00:00:21

calendar here and then choose from your open

00:00:24

calendars or open an existing calendar.

00:00:27

Then go to the settings.

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The last two panes concern the

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settings related to your Booking page.

00:00:34

This allows you to change the

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visibility of the page but also

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to access the advanced settings.

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You can then customize the look

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of your Booking page as well as

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choose your company's time zone.

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Note that this link is related to

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the privacy of your Booking page.

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The link is still the same,

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but the access permissions change.

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When you change the privacy to "No self

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service", only you can use the link.

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Unauthorized persons get 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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When 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 can use the link.

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The last option,

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"Available to anyone",

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enables the link for all people with it.

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If you change the privacy,

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don't forget to click on the save button.

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For example,

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"Business page access control"

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allows you to automatically redirect

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customers to the newest version

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of Bookings or require a one time

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password to make reservations.

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The next pane allows you to configure

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consent for the use of customer data.

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"Default scheduling policy"

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allows you to configure a time

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interval between two bookings.

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This allows you to avoid delays if a

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service takes longer than expected,

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or again allows you to take

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a break between two bookings,

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the maximum and minimum lead time of an

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appointment as well as cancellations,

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but you can still configure

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your mail notifications,

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and allow or not customers to choose

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a specific staff member when booking.

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The second part provides access

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to the settings for your business.

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The information, the logo,

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as well as the days and hours of

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operation corresponding to the times

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when customers can make a reservation.

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