Body
Summary
This article provides instructions on creating service details, assigning staff members to services, setting publishing and scheduling policy options, adding online meeting options to bookings, creating group bookings, and providing text message notifications. Follow the link to the task you want to achieve:
Content
When defining service offerings in Microsoft Bookings, users can set service names, descriptions, locations (in person or online), duration, default reminders to customers and staff, internal notes about the service, and pricing. Users are also able to tag the employees who are qualified to provide the service. When customers come to the business website to book an appointment, they are able to see exactly what types of appointments are available, choose the person they want to provide the service to, and how much their service will cost.
Users can now add customized information or URLs to the email confirmation and are also able to add reminders that are sent when someone books a service through your booking page.
How-To
Task: To create the service details.
Instructions
Step 1 - Go to book.ms or open the Bookings app in Outlook or Teams and select your Shared booking page.
Step 2 - In the left navigation, choose Services.
Step 3 - Click Add new service.
Step 3 - Enter the service details including name, description, location, etc.
Toggle on "Add online meeting" to add a Teams meeting.
You can use the Default scheduling policy or create a unique Availability for each service.
Step 4 - Populate each section as desired:
- Basic details
- Availability
- Assign staff
- Custom fields
- Notifications
Step 8 - Select Save.
Outcome
The detailed information provided displays along with the service.
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Further Readings
Bookings: Creating and Staffing Bookings
Bookings: Scheduling Business Closures, Time Off, and Vacation Time
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:
Learn more about the great tools our Microsoft 365 Learning sites offer!
Visit the Technology Help Desk Support page to locate your local campus contact information or to submit an online technology support request. For password issues you must call or visit the Help Desk in person.