How to use Microsoft Bookings

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Kevin Stratvert
Published at : 08 Nov 2021
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In this step-by-step tutorial, learn how to use Microsoft Bookings to schedule and manage appointments with customers. With Microsoft Bookings, customers can choose a service, pick a time, and receive reminders leading up to their service date. Microsoft Bookings is only available to business accounts, including Microsoft 365 Business Standard, Microsoft 36 Business Premium, or A3 and E3 and above plans.

0:00 Introduction
1:22 What Microsoft 365 plan and account you need to use Bookings
3:10 How to sign in
3:30 Walk through of home page
3:50 How to set up logo
5:07 Set Business Information
6:10 Add Services
13:14 Add Staff
15:43 Configure Booking page
21:05 Publish Booking page
21:20 Booking page from customer perspective
23:04 Customer confirmation page example
23:30 Email examples that Booking sends out
24:30 How to embed Bookings link into web site, email, Facebook, Twitter, etc.
25:07 How to manage customers
25:57 How to use calendar and manually add appointments or set time off
27:52 Wrap up

As full disclosure, I work at Microsoft as a full-time employee.

kevin stratvertMicrosoft bookingsbookings

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