How to Use Microsoft Bookings

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Last Updated on 9th October 2020 by Toby Bell

For many, the number of meetings we have seems to have increased significantly over the last few months. And some will feel as though much of their time is taken up by Teams and other online meetings. Finding space in your calendar for appointments isn’t always as easy as you’d like it to be.

That’s where Microsoft Bookings can help. You can avoid the hassle and constant back-and-forth of trying to arrange appointments with colleagues, clients and suppliers. Find out how you can benefit from and how to use Microsoft Bookings.

What is Microsoft Bookings?

Microsoft Bookings allows people to schedule appointments with you, at a time that suits you. As a Microsoft 365 tool, it is linked to your Outlook calendar, so it only offers appointments at times you are free. Trying to schedule a meeting over email can take too much time, trying to sort out a time everyone can do.

By using Bookings, all you need to do is send a link to your Booking page. There, the user can choose a date and time that suits them best. It’s a simple as that! We’ll go through the process of setting up your Bookings page, and discuss some settings you might find useful.

Customise your Microsoft Bookings

To set up Microsoft Bookings, the first thing you need to do is go to office.com and sign in. In all apps, look for Bookings. You’ll be taken to a page with more information. Click the Get it now button and choose Add a booking calendar. Enter your business name and business type. Both can be changed later – the business name will be the name of the calendar.

Once you’ve done this, you’re into the back-end section of Bookings where you can make customisations. There are a number of sections on the left. These are:

Home: add your logo and see some statistics for your bookings over the last few days. Also contains links to other sections.

Calendar: syncs to your Outlook calendar. Another place to see your appointments for the day. You can also manually input appointments, and see other staff’s availability – if they’re added to this Booking.

Booking Page: customise the settings for your customer-facing page. Choose how regularly appointments can be booked, how far in advance they can be booked, let customers choose to book with a specific person or anybody available, choose your own colour scheme and much more. We suggest you spend some time tweaking the settings to see what works best for you.

Customers: this will give you a list of everybody who has booked an appointment with you.

Staff: lets you add different members of your team. You can choose the days and times they are available – if everyone isn’t available at the same time.

Services: if you want to allow customers to choose the type of appointment, you can! Add different types, and you can make them online appointments via Teams as well. Again, there are a number of options here you can experiment with.

Business Information: enter your business’ information, including contact details and opening hours.

Once you’re happy with the set-up, you can activate your page from the Bookings Page section. Publish your page and share it via the link, or via Facebook, Twitter or email. You can also embed it as HTML or IFrame.

And those are the basics of Microsoft Bookings. We’ve found that arranging meetings has become much easier, and offers greater flexibility for everyone involved. If you’re interested in Bookings and would advice getting set up, get in touch with ACUTEC today.

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