Bookings: Setting Scheduling Policies on a Shared Booking

Summary

This article describes how to set scheduling policies on a Shared Bookings page. 

Scheduling policies control how far in advance customers can book, how much notice you require, and other rules that apply to your Shared booking page.

 

How-To

Task: Set scheduling policies on a Shared Bookings page.

Instructions

Step 1 - Go to book.ms or open the Bookings app in Outlook or Teams

Step 2 - Select your Shared booking page

Step 3 - In the left navigation, choose Booking page > Default scheduling policy

Step 4 - Choose the desired Settings and then Save at the top

 

Policy Options Explained

Setting What it does
Time increments Smallest slot size customers can pick (e.g., 15, 30, 60 min).
Minimum lead time How far in advance a booking must be made (e.g., 1 hour, 1 day).
Maximum days in advance How far ahead customers can book (e.g., 30 days, 90 days).
Email notifications Send confirmation and reminder emails to customers and staff.
Allow customers to manage Let customers reschedule or cancel their own bookings.
Buffer time Extra time before/after appointments (can also be set per service).

 

Outcome

Policies are set based on selections.

 

Further Readings

Publish or unpublish the booking page  

Define your service offerings  

Enter your business information  

 

Need additional help?

For assistance concerning site creation, content sharing, file synchronization, or other common SharePoint, OneDrive, Teams, or Office app activities, we recommend our Microsoft 365 Learning sites:

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