Schedule an Appointment with Bookings

Summary

How to schedule an appointment with someone using their Bookings site

Body

Schedule booking

When you schedule an appointment through Bookings, you will see a page similar to the one below.

To book an appointment:

  1. Select service - there may be multiple services offered, read the descriptions and select the one that suits your needs.
     
  2. Select date & time - first choose a date on the calendar, then select the available time slot that works for you.
     
  3. Add your details - enter your information here so they know who you are and can be better prepared for you meeting.
     
  4. Check the box to get booking confirmation and reminder text messages (optional) then click Book at the bottom to book the appointment.

Example booking page with items 1-4 from above labeled

 


Confirm / manage booking

Once booked, you will receive an email confirmation that includes:

  • The date and time of your appointment.
     
  • Join Teams Meeting link to open the appointment in Teams when the time comes if it's a virtual meeting.
    Or location information if it's in-person.
    example booking confirmation
  • There will also be additional information below this with helpful tips about your meeting.
     
  • And a Manage booking button at the bottom in case something comes up and you need to reschedule.

 

Details

Details

Article ID: 421
Created
Mon 7/20/20 11:00 AM
Modified
Thu 8/10/23 11:32 AM