Microsoft Bookings

Overview

This article will describe how to setup and utilize Microsoft Bookings.

There are two versions of Microsoft Bookings:

  • Personal Bookings Page- This is typically used if you will be the only person managing appointments.
  • Shared Bookings Page- This is typically used if you will be managing appointments with/for multiple people, such as department use.

Creating a Microsoft Bookings Page

To access Microsoft Bookings, go to Outlook on the Web and select the box on the left had navigation menu. See screenshot below:

Select the box below the cloud icon on the left hand side and select Bookings.

Personal Bookings

  1.  To get started creating a personal Bookings page, please select "Create Meeting Type".

Microsoft bookings page. Select create meeting type under personal bookings

  1. From this page you can choose to edit a multitude of settings such as:
    1. Title
    2. What the link text will appended to your Outlook Signature.
    3. Location
    4. Length time of each meeting.
    5. If your Bookings Page will be public or private
    6. Option to append your bookings link to your Outlook Signature, should you choose not to do this you can still send a link to your Bookings page via other mediums.
    7. Select between custom or current meeting hours. (It is recommended you create custom meeting hours, this can be changed at any time after creation.)

Personal Bookings page options such as title, outlook signature link, public vs private, times.

  1. Once you have selected your desired options, select Save and your personal Bookings page will be created.
    • You can always edit existing settings upon creation of your personal Bookings page by accessing Bookings again and selecting the desired page.

Microsoft Bookings page indicating to save after selecting desired settings/optins.

Shared Bookings

Shared bookings page can only be deleted via an M365 Admin, ensure all information you enter in this initial stage is accurate/correct.

  1. Select Create Bookings Page under the Shared Bookings heading.
  2. Enter the name for the shared Bookings page, select the type of business you will be doing, and select business days/times. Select Next when finished.

Step 1 of creating a shared bookings page. Creating the title.

  1. Invite any staff you wish to be associated with the shared bookings page and select their role:
  • Roles:
    • Administrator: Has Full access to manage the shared Bookings page (calendar, times, services, etc).
    • Team Member: Can manage Bookings on their own calendar and their availability in the shared Bookings page.
    • Scheduler: Can manage Bookings on the calendar and customer details, however only has read only permission for settings, staff, and services.
    • Viewer: Can see all the Bookings on the calendar, but they can't modify or delete them and has read only permission to the shared Bookings settings.
    • Guest: Can be assigned to Bookings, but they can't open the shared Bookings settings page.

Step 2 add people to the shared bookings page.

Displaying the roles a user can have/be granted in the shared bookings page.

  1. An initial service is set up for you. Selecting the Change option will allow you to edit it's name, days/times available, along with the choice of having a Teams meeting link sent to the user. However, if you wish to edit this service later, or if you've successfully updated the service, select Next in the bottom right.

Default service being created. You can select change to edit any of the settings.

  1. This last step allows you to choose who will be able to see this bookings page (this can be changed at any time after creation). After making your selection, select Create in the bottom right.
    • Options:
      • No Self-Service: Does not publish a Bookings page.
      • People In My Organization: Only people with @mymail or @aacc accounts can see and book an appointment.
      • Anyone: Anyone on the Internet can see and book an appointment.

Selecting the visibility of the shared bookings page.

  1. You have now created your shared Bookings page! You will be presented with a link that you can share so others can start booking appointments with you. Selecting Get Started will take you to the settings page for your shared Bookings.

Completion of the initial setup of the shared bookings page. Selecting get started will take you to the Shared bookings page you just created.

Troubleshooting

Still have questions? Contact the Technical Service Desk at 410-777-HELP (4357) or submit a request using the Service Catalog. 

Additionally, please see the official Microsoft page for all Bookings related information: Microsoft Bookings | Microsoft Learn

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