Bookings: Creating your Staff List

Summary

This article provides instructions on how to create your staffing list in the Microsoft Bookings app.

 

How-To

Task: To add staff.

 

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, select Staff.

Staff page with "Staff" highlighted in the left nav

 

 

 

 

 

 

 

 

 

 

Step 3 - Select Add staff.

Add Staff button on Bookings staff page

 

 

 

 

 

Step 4 - Select a color for the staff member, provide their initials, name, email address, and phone number.

Step 5 - Set the access level for this employee. Choices are:

Role What this means What the user can do in Bookings
Administrator Staff member has an Office 365 account
  • Edit all settings
  • Add and remove staff
  • Create, edit, or delete bookings
Viewer Staff member has an Office 365 account
  • See their own bookings on their personal calendar
  • Receive a meeting invitation when assigned to a booking so they can add it to their personal calendar (valid email address required)
  • Receive email reminders of upcoming bookings
  • Receive notifications of cancellations and changes
Guest Staff member doesn't have an Office 365 account
  • Be signed up to deliver booked services but cannot access Bookings
  • Receive a meeting invitation when assigned to a booking so they can add it to their personal calendar (valid email address required)
  • Receive email reminders of upcoming bookings
  • Receive notifications of cancellations and changes

 

Step 6 - Select Save.

Note: When an employee is added in the organization as a staff member (as a guest, admin, or viewer), the employee receives an email letting them know that their availability may be shared, and that they could be booked through a booking page.

Staff details page with Save button highlighted

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 7 - Repeat steps 1 through 6 for each staff member.

 

Outcome

A member is added to the staff list.

 

Further Readings

Bookings: Creating and Staffing Bookings

Bookings: Defining your Service Offerings

  

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: 2249
Created
Tue 4/14/20 1:41 PM
Modified
Thu 12/22/22 10:06 AM
Applicable Institution(s):
Granite State College (GSC)
Keene State College (KSC)
Plymouth State University (PSU)
University of New Hampshire (UNH)
USNH System Office