Bookings: Creating and Staffing Bookings


This article describes how to create new bookings. 


Bookings can be scheduled and staffed in two different ways. The first way is by the customer using a standalone booking page or an embedded booking page that you integrate into your web site. The other way is for you or one of your employees to enter the bookings manually, such as when a customer calls for an appointment, for example, rather than requesting one through your web site. This article covers the manual scenario.

Creating a Booking

  1. In Office 365, select the app launcher, and then select Bookings.

    AppLauncher with Bookings tile highlighted

  2. In the navigation pane, select Calendar > New booking.

    New Bookings button on the Bookings Calendar page

  3. Select the service to be provided. See Define your service offerings for service set-up instructions.

  4. Enter the customer information, including name, email address, phone number, and other relevant details.

  5. Select the staff member to provide the service. The list of staff members shown is based on what you set up on the services page.

    List of staff members to choose from for this booking

  6. Enter the service details, including date, time, location, and other relevant information. Once you enter a valid email address for the customer, the Save button will change to Send, and you'll see a note telling you that a confirmation will be sent to the customer. The customer confirmation includes an attachment for them to add to their calendar. Selected staff members will also receive meeting invitations with the appointment information so they can add it to their personal calendars.

  7. Select Add an email reminder.

  8. Specify when the reminder should be sent, where it should be sent (CustomerStaffAll attendees), and what the reminder message should be.

  9. Select Save > Send.

    Here's an example email of the reminder your customer will receive.

    Example of a reminder delivered to customers via email

Need Additional Help?

Please fill out the Microsoft 365 Support webform with as much detail as possible, or contact the ET&S Help Desk team on your local campus.


Article ID: 2248
Tue 4/14/20 1:06 PM
Fri 4/15/22 4:22 PM
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