Microsoft Bookings is a calendar management tool that also provides external access to vendors or team members wishing to book time slots with individuals or groups. It allows integration with Outlook calendars and can be used to automatically set up Teams meetings. Examples include:

Vendors requiring availability to book time with you
Having bookable calendar time available only during specific hours/days
Having an availability for you and other team members to be booked for services
Having calendar availability based on individual skills in a team

This virtual training focuses on assisting you and/or your team in setting up a personalized Bookings page and ensure that you are aware of all the features. Sign Up Here >>

Agenda

Overview:

Basic structure of the Bookings interface
Showing a sample Bookings page that is entirely built up
Explanation of how Bookings ties with Outlook and Teams
Discussion of use case

Setting up a Bookings page:

Creating a new Bookings page
Setting up automated Teams meetings
Understanding:
- Calendar
- Information gathering
- Scheduling Policy

Setting up Staff:

Overview on how to add Staff members
How to control:
- Time staff get booked
- Which staff member gets booked for certain services
- Accommodate for holidays
- Integration with personal calendars of staff members
How to assign staff effectively

Setting up a Service:

Overview on what a Service is
Creating a service
Assigning staff to a service
Setting up a unique scheduling policy for a service
Gathering data unique to the service
Best practices for managing services

What to Bring 

Computer or tablet 

Estimated Time Commitment

60 minutes 