How to Setup Microsoft Bookings

Summary

How to set up your own Bookings site to allow other to schedule appointments with you

Body

What is Bookings?

Microsoft Bookings makes scheduling and managing appointments a breeze. Bookings includes a web-based booking calendar; it integrates with Outlook to optimize your staff’s calendar and give your customers flexibility to book a time that works best for them. Automated notification emails reduce no-shows and enhance customer satisfaction.

Accessing Microsoft Bookings

  1. Sign in to portal.office.com with your Columbus State account and click on the All Apps icon in the lower left corner
    portal page showing with an arrow pointing to "all apps" icon on bottom left
  2. Select Bookings to open Microsoft Bookingslist of Microsoft apps with "Bookings" highlighted

Overview of Bookings Home Page

The first time you open the app, you'll see the home page, which includes tabs on the left to navigate between pages and several prominent tiles that guide you through setup and introduce new features.

Home page of the bookings screen with logo space and left nav highlighted

To beginning setting up Bookings

Step 1: Enter your business information

Step 2: Set your scheduling policies

Step 3: Define your service offerings

Step 4: Create your staff list

Step 5: Set employee working hours

Step 6: Schedule business closures, time off, and vacation time

Step 7: Publish or unpublish your booking page

Step 8: Create and staff your bookings

Sources: Microsoft Support Article

 

Details

Details

Article ID: 418
Created
Thu 6/25/20 2:19 PM
Modified
Mon 5/20/24 12:41 PM