Setting Up Microsoft Bookings

Modified on Thu, 16 May 2024 at 05:48 PM

Steps

  1. In Microsoft 365, select the app launcher, and then select Bookings.

  2. Under Shared booking pages, choose the booking page you want to customize.

  3. Then select Booking page.

The section below gives you information about setting up your bookings page and how to publish your page.

  • Configure booking page Publish your calendar live to make your service bookable. You have the options to share the link to your calendar via email and Twitter, and to add a Book Now button to a Facebook page. The link can also be embedded in your organization’s Web site.

    The internal Booking Page looks like this:

    The Bookings Page.

  • Booking page access control: Require a Microsoft 365 account from my organization to book Selecting this option will only allow those within your organization to view your page or book any services. Access to the page is authorized via credential checks to ensure the visitor belongs to an account within the tenant.

  • Booking page access control: Disable direct search engine indexing of booking page This setting prevents your page from appearing in the search results for Google, Bing, or other search engines. Selecting this box will ensure access to the page is limited to the generated page link.

  • Customer data usage consent When selected, text requesting the user's or customer's consent for your organization to use their data will appear on the Self-Service page. The box will have to be checked by the user in order to complete the booking.

  • Scheduling policyEmail notifications, and Staff All of these settings are similar to the ones available for each service on the Services tab.

  • Availability This is an option to set specific time and date ranges of availability for a service. Otherwise, Bookings will default to your business hours. You can use the Availability option here for scenarios such as holidays or extended hours.

  • Customize your page Choose colors and logos that appear on the Self-Service page, such as for brand consistency.

  • Region and time zone settings Here you can set your time zone and language preferences for the Self-Service page. We recommend setting your local time zone. For visitors to your Self-Service page, Bookings automatically detects their local time zones and will show availability to them in their own time zones. For example, if an appointment is available at 1:00pm PST, someone in CST will see the available time displayed as 3:00pm CST.

Once you publish your booking page, customers will see your booking page where they can book appointments with you. The customer facing booking page looks like this:

Customer facing booking page.

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