How to Create a Microsoft Bookings Page in Microsoft 365
Microsoft Bookings is a versatile scheduling tool within Microsoft 365, enabling businesses to manage appointments efficiently. This guide will walk you through the process of setting up a new Bookings page, making it easy for you to manage services, staff, and customer appointments.
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- How to Reach the Bookings App
Using App Launcher Ribbon
- In Microsoft 365, click on the App Launcher (the nine-dot grid) in the top left corner.
- Select Bookings from the list of apps. If you don’t see it, you may need to search for it using the search bar.
- Creating the New Bookings Page
Naming the Page, Adding Logo, Selecting Business Type and Hours
- Start by clicking on New Booking Page.
- Name your page, upload a logo if desired, and select the type of business (e.g., healthcare, consulting).
- Set your business hours by defining the days and times your services will be available.
Invite Staff
- Invite staff members by clicking on Add Staff. You can assign roles, such as administrator or viewer, and include their contact details.
Set Up Service Timings
- Under the Services section, click on Add Service
- Enter the service name, choose the duration, and set the weekly schedule.
- You can also define specific service slots, like 30-minute or 1-hour intervals, depending on your business needs.
Select Who Can Book Appointments
- Choose who can book appointments by selecting from the following options
- No self-service: Only admins can book.
- People in my organization: Only employees within your company can book.
- Anyone: Anyone with the link can book an appointment.