Bookings: Creating and Staffing Bookings

Summary

This article provides instructions on how to create new bookings.

 

How-To

Task: To create a booking.

 

Instructions

Step 1 - In Office 365, select the app launcher, and then select Bookings.

AppLauncher with Bookings tile highlighted

 

 

 

 

 

 

 

 

 

 

Step 2 - In the navigation pane on the left, select Calendar.

Step 3 - Select New booking.

New Bookings button on the Bookings Calendar page

 

 

 

 

Step 4 - Select the service to be provided. See Define your service offerings for service set-up instructions.

Step 5 - Enter the customer information, including name, email address, phone number, and other relevant details.

Step 6 - Select the staff member to provide the service. The list of staff members shown is based preferences on the services page 

List of staff members to choose from for this booking

 

 

 

 

 

 

 

 

 

Step 7 - Enter the service details, including date, time, location, and other relevant information. Once a valid email address is entered for the customer, the Save button changes to Send. A notification stating that a confirmation will be sent to the customer should appear. The customer confirmation includes an attachment for them to add to their calendar. Selected staff members will also receive meeting invitations with the appointment information so they can add it to their personal calendars.

Step 8 - Select Add an email reminder.

Step 9 - Specify when the reminder should be sent, where it should be sent (Customer, Staff, All attendees), and what the reminder message should be.

Step 10 - Select Save > Send.

 

Outcome

The booking is scheduled and staff assigned. The customer receives a reminder email notification.

Example of a reminder delivered to customers via email

 

 

 

 

 

 

 

 

 

 

 

Further Readings

Bookings: Introducing Microsoft Bookings

Bookings: Publishing or Unpublishing your Booking Page

  

Need additional help?

For additional Training please visit the Teaching & Learning Technologies Training site

To submit a support request, please fill out the Microsoft 365 Support webform with as much detail as possible, or contact the Technology Help Desk team on your local campus. For password issues you must call or visit the Help Desk in person.

Details

Article ID: 2248
Created
Tue 4/14/20 1:06 PM
Modified
Thu 12/22/22 10:51 AM
Applicable Institution(s):
Granite State College (GSC)
Keene State College (KSC)
Plymouth State University (PSU)
University of New Hampshire (UNH)
USNH System Office