How to use Microsoft Bookings

1. Access Microsoft Bookings

  • Go to Microsoft Bookings or from the Microsoft 365 App Launcher (waffle menu).
  • Sign in with your work or school account.

2. Create a Booking Calendar

  • Select Get started → choose to create a new booking page.
  • Give your booking calendar a name (e.g., “IT Support Appointments” or “Customer Consultations”).
  • Set your business information (name, address, phone number, logo, and business hours).

3. Add Staff Members

  • Under Staff, add yourself and others who will take appointments.
  • Choose staff details: name, email, role (Admin, Viewer, or Guest).
  • Set each staff member’s working hours and availability.
  • Optionally integrate staff members’ Outlook calendars so Bookings auto-checks their free/busy times.

4. Create Services (Appointment Types)

  • Go to Services → click Add a service.
  • Set details such as:
    • Service name (e.g., “One-on-One Consultation”)
    • Description
    • Duration
    • Buffer time before/after
    • Price (optional)
  • Assign staff to the service.
  • Enable online meeting if you want Teams integration (Bookings can automatically create a Teams meeting link).

5. Configure Scheduling Policies

  • Under Booking page settings:
    • Choose Time increments (e.g., 15 or 30 mins).
    • Set Minimum lead time (how soon someone can book).
    • Set Maximum lead time (how far in advance someone can book).
    • Enable Email notifications to staff and customers.
    • Allow customers to manage or cancel appointments online.

6. Publish & Share Your Booking Page

  • Click Publish once you’ve set up everything.
  • You’ll get a public link you can:
    • Share via email or chat.
    • Embed on your website or intranet.
    • Add to your Outlook signature or Teams channel.

7. Integration Benefits

  • Outlook integration: Bookings checks your calendar so you don’t get double-booked.
  • Teams integration: Virtual meetings are automatically created.
  • Time zone support: Customers see available slots in their local time.
  • Notifications: Automatic confirmations, reminders, and updates.
  • Analytics: View and export appointment data for insights.

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