Outlook - Create your reservation page for appointment booking (Bookings) Video

Discover how Microsoft Bookings integrated with Outlook simplifies scheduling and managing appointments. Pin bookings to the navigation bar for easy access. Within the application, create personal or shared booking pages, customize meeting types, set availability hours, add email reminders, and share booking links efficiently with clients and team members. Learn how to manage scheduled appointments seamlessly and explore advanced features for team management!

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Objectifs :

This document aims to provide a comprehensive guide on how to use Microsoft Bookings integrated with Outlook for efficient scheduling and management of appointments. It covers the creation of personal and shared booking pages, customization options, and sharing methods to enhance productivity.

Chapitres :

  1. Introduction to Microsoft Bookings
    Microsoft Bookings is a powerful tool that simplifies the scheduling and management of appointments by allowing users to share their availability with clients and colleagues. This integration with Outlook enhances the overall efficiency of managing meetings.
  2. Pinning Bookings for Easy Access
    To start using Microsoft Bookings, you can pin it to the navigation bar for quick access. Follow these steps: - Click on 'More Apps'. - Right-click on 'Bookings' and select 'Pin'. Once pinned, you can easily enter the application.
  3. Types of Booking Pages
    Within Microsoft Bookings, there are two types of booking pages: 1. **Personal Page**: This allows you to manage and share your own availability. 2. **Shared Page**: This enables your entire team to manage appointments collectively.
  4. Creating a Personal Booking Page
    To create a personal booking page, follow these steps: - Click 'Create a Meeting Type'. - Provide a title for your page and use categories for easy identification in your Outlook calendar. - Add a description and choose a location or enable Teams meeting based on the appointment type. - Set the meeting duration.
  5. Customizing Your Schedule
    You can customize your schedule under the 'Schedule Customization' section: - Set the hours available for bookings, either using your usual Outlook hours or customizing them. - In the advanced options, you can add buffers before and after meetings, set a minimum lead time for bookings, and specify the maximum advanced scheduling time.
  6. Setting Up Email Reminders
    To ensure your clients are reminded of their appointments: - Select 'Add an Email Reminder'. - Set the sending time and add a personalized message before saving the changes. Clients will receive reminders for their scheduled appointments.
  7. Automatic Follow-Ups
    You can also set up automatic follow-ups to: - Request feedback from clients. - Remind clients to book their next appointment.
  8. Sharing Your Booking Page
    Once your page is ready, you can share it in three ways: 1. **Copy the Link**: Share it directly with recipients. 2. **Share via Email**: Draft an accompanying message or use the default message, enter the recipient's email addresses, and click send. 3. **Embed the Link**: Integrate it into your email signature.
  9. Editing Your Booking Page
    To edit your booking page: - Click on the page. - Make the necessary modifications and click 'Save'.
  10. Managing Confirmed Bookings
    Once a booking is confirmed, you will receive an email notification. The meetings will automatically populate in your Outlook calendar, easily identifiable by the category set during page creation. Users who have scheduled a meeting can manage it via the provided link, allowing them to reschedule, cancel, or make new bookings.
  11. Advanced Features and Team Management
    For more advanced features and team management options, refer to the dedicated videos on creating shared booking pages in Microsoft Bookings.

FAQ :

What is Microsoft Bookings?

Microsoft Bookings is a scheduling tool that integrates with Outlook, allowing users to manage appointments and share their availability with clients and colleagues.

How do I create a personal booking page?

To create a personal booking page, click on 'Create a meeting type', give your page a title, add a description, choose a location, set the meeting duration, and customize your schedule.

Can I customize my availability hours in Microsoft Bookings?

Yes, you can use your usual Outlook hours or customize the hours to your preferences under schedule customization.

What are email reminders and how do I set them up?

Email reminders are automated notifications sent to clients about their scheduled appointments. You can set them up by selecting 'Add an email reminder', setting the sending time, and adding a personalized message.

How can clients manage their bookings?

Clients can manage their bookings via the link provided, allowing them to reschedule, cancel, or make new bookings.

What should I do if I want to share my booking page?

You can share your booking page by copying the link, sharing it via email, or embedding it in your email signature.

Quelques cas d'usages :

Freelancer Appointment Scheduling

A freelancer can use Microsoft Bookings to manage client appointments efficiently. By creating a personal booking page, they can share their availability, allowing clients to book meetings at convenient times, thus improving client satisfaction and reducing scheduling conflicts.

Team Collaboration for Meetings

A marketing team can utilize a shared booking page to coordinate meetings with clients. This allows all team members to manage appointments collectively, ensuring that clients can easily find available times that work for everyone, enhancing collaboration and communication.

Automated Client Follow-ups

A consultant can set up automatic follow-ups through Microsoft Bookings to remind clients about their next appointments or request feedback. This not only helps in maintaining client relationships but also streamlines the follow-up process, saving time and effort.

Event Planning

An event planner can create a personal booking page to schedule consultations with potential clients. By customizing their availability and using email reminders, they can ensure that clients are well-informed about their appointments, leading to better event management.

Glossaire :

Microsoft Bookings

A scheduling tool that integrates with Microsoft Outlook, allowing users to manage appointments and share availability with clients and colleagues.

Personal Booking Page

A page that allows an individual to manage and share their own availability for appointments.

Shared Booking Page

A page that enables an entire team to manage appointments collectively.

Meeting Duration

The length of time allocated for a scheduled meeting.

Email Reminders

Automated emails sent to clients to remind them of their scheduled appointments.

Lead Time

The minimum amount of time required before a booking can be made.

Buffer Time

Time set before and after meetings to allow for preparation and transition.

Embedding Links

Incorporating a hyperlink into an email signature or message for easy access to a booking page.

Categories

Labels used to identify and organize bookings in the Outlook calendar.

résultat(s)
00:00:07
appointments by sharing your availability with clients and colleagues
00:00:12
to start pin bookings to the navigation bar for easy access.
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Click on more apps, right? Click on bookings and select pin
00:00:20
once bookings is pinned. Enter the application,
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you will find two types of booking pages,
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personal and shared.
00:00:32
A personal page allows you to manage and share your own availability.
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While a shared page lets your entire team manage appointments
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to create a personal page. Click, create a meeting type,
00:00:45
give your page a title and use categories
00:00:48
to easily identify bookings in your outlook calendar.
00:00:51
Add a description for your page,
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choose a location or enable teams meeting depending on the type of appointment
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and set the meeting duration.
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Public meetings will appear on your personal booking page.
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While private meetings require you to share the link directly
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under schedule customization. You can set the hours available for bookings.
00:01:12
You can use your usual outlook hours or customize the hours to your preferences
00:01:18
in the advanced options.
00:01:20
You can add buffers before and after meetings,
00:01:22
set a minimum lead time before a booking can be made
00:01:25
and specify the maximum advanced scheduling time for appointments
00:01:30
to set up email reminders, select, add an email reminder,
00:01:34
set the sending time,
00:01:36
add a personalized message and save the changes.
00:01:40
Your clients will then receive reminders for scheduled appointments with you.
00:01:44
You can also set up automatic follow ups to request
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feedback or remind clients to book their next appointment.
00:01:51
Save the set to complete the creation
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when your page is ready.
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Click on the share icon in the personal booking page section,
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you have three options, copy the link and share it directly with recipients
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share via email by drafting an accompanying message or using the default message.
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Enter the recipient's email addresses and click send,
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embed the link to your page and your email signature.
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The link is automatically embedded but you can edit
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the message or integrate it into your default signature
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to edit the page. Click on it
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once the modifications are made, click save,
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users can now choose a convenient date and time and then input the required details.
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Once the booking is confirmed, you will receive an email notification,
00:02:51
the meetings will automatically populate in your outlook calendar and can be
00:02:55
easily identified using the category set when your page was created,
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those who have scheduled a meeting can manage it via this link,
00:03:03
giving them the ability to reschedule, cancel or make a new booking
00:03:08
for more advanced features and team management.
00:03:11
Please refer to the dedicated videos on
00:03:13
creating shared booking pages in Microsoft bookings.

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résultat(s)
00:00:03
As reservas da Microsoft integradas com o Outlook simplificam o agendamento e a gestão
00:00:07
compromissos através da partilha da sua disponibilidade com clientes e colegas
00:00:12
para iniciar as reservas fixadas na barra de navegação para facilitar o acesso.
00:00:16
Clique em mais apps, certo? Clique nas reservas e seleccione o pin
00:00:20
uma vez que as reservas são fixadas. Introduza a aplicação,
00:00:26
encontrará dois tipos de páginas de reserva,
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pessoal e partilhado.
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Uma página pessoal permite-lhe gerir e partilhar a sua própria disponibilidade.
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Enquanto uma página partilhada permite que toda a sua equipa gere compromissos
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para criar uma página pessoal. Clique em, crie um tipo de reunião
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dê um título à sua página e use categorias
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para identificar facilmente reservas no seu calendário do outlook.
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Adicione uma descrição para a sua página,
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escolher um local ou ativar a reunião de equipas dependendo do tipo de compromisso
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e definir a duração da reunião.
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As reuniões públicas aparecerão na sua página pessoal de reservas.
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Enquanto as reuniões privadas exigem que partilhe o link diretamente
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sob a personalização do cronograma. Pode definir os horários disponíveis para reservas.
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Pode utilizar as suas horas de Outlook habituais ou personalizar as horas de acordo com as suas preferências.
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nas opções avançadas.
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Pode adicionar buffers antes e depois das reuniões,
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definir um prazo mínimo antes que uma reserva possa ser feita
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e especificar o tempo máximo de agendamento antecipado para compromissos
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para configurar lembretes por correio electrónico, seleccione, adicione um lembrete por correio electrónico,
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definir a hora de envio,
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adicione uma mensagem personalizada e salve as alterações.
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Os seus clientes receberão lembretes para compromissos agendados consigo.
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Também pode configurar acompanhamentos automáticos para solicitar
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feedback ou lembre os clientes de marcar a sua próxima consulta.
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Salve o conjunto para concluir a criação
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quando a sua página estiver pronta.
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Clique no ícone de partilha na secção da página de reservas pessoais,
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tem três opções, copiar o link e partilhá-lo diretamente com os destinatários
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partilhar via correio electrónico, elaborando uma mensagem de acompanhamento ou utilizando a mensagem predefinida.
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Introduza os endereços de correio electrónico do destinatário e clique em enviar,
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incorporar o link para a sua página e a sua assinatura de e-mail.
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O link é incorporado automaticamente mas pode editar
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a mensagem ou integre-a na sua assinatura predefinida
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para editar a página. Clique nele
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depois de efectuadas as modificações, clique em Guardar
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os utilizadores podem agora escolher uma data e hora convenientes e, em seguida, introduzir os detalhes necessários.
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Assim que a reserva for confirmada, receberá uma notificação por e-mail,
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as reuniões serão preenchidas automaticamente no seu calendário do outlook e podem ser
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facilmente identificado usando a categoria definida quando a sua página foi criada,
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aqueles que agendaram uma reunião podem geri-la através deste link,
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dando-lhes a possibilidade de reagendar, cancelar ou fazer uma nova reserva
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para funcionalidades mais avançadas e gestão de equipas.
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Por favor, consulte os vídeos dedicados em
00:03:13
criação de páginas de reserva partilhadas nas reservas da Microsoft.

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résultat(s)
00:00:03
Le prenotazioni Microsoft integrate con Outlook semplificano la pianificazione e la gestione
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appuntamenti condividendo la tua disponibilità con clienti e colleghi
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per iniziare, aggiungi le prenotazioni alla barra di navigazione per un facile accesso.
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Fai clic su altre app, giusto? Fai clic sulle prenotazioni e seleziona il pin
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una volta che le prenotazioni sono state bloccate. Inserisci l'applicazione,
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troverai due tipi di pagine di prenotazione,
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personale e condiviso.
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Una pagina personale consente di gestire e condividere la propria disponibilità.
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Mentre una pagina condivisa consente a tutto il team di gestire gli appuntamenti
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per creare una pagina personale. Fai clic su, crea un tipo di riunione,
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dai un titolo alla tua pagina e utilizza le categorie
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per identificare facilmente le prenotazioni nel calendario di Outlook.
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Aggiungi una descrizione per la tua pagina,
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scegli una sede o abilita le riunioni dei team in base al tipo di appuntamento
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e imposta la durata della riunione.
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Le riunioni pubbliche appariranno sulla tua pagina personale di prenotazione.
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Mentre le riunioni private richiedono la condivisione diretta del link
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nella sezione personalizzazione della pianificazione. Puoi impostare gli orari disponibili per le prenotazioni.
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Puoi utilizzare i soliti orari di Outlook o personalizzare gli orari in base alle tue preferenze
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nelle opzioni avanzate.
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Puoi aggiungere buffer prima e dopo le riunioni,
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stabilisci un tempo minimo di consegna prima di poter effettuare una prenotazione
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e specifica il tempo massimo di pianificazione anticipata per gli appuntamenti
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per impostare i promemoria via e-mail, seleziona, aggiungi un promemoria via email,
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imposta l'ora di invio,
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aggiungi un messaggio personalizzato e salva le modifiche.
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I tuoi clienti riceveranno quindi promemoria per gli appuntamenti programmati con te.
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Puoi anche impostare follow-up automatici su richiesta
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invia un feedback o ricorda ai clienti di prenotare il prossimo appuntamento.
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Salva il set per completare la creazione
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quando la pagina è pronta.
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Fai clic sull'icona di condivisione nella sezione della pagina di prenotazione personale,
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hai tre opzioni, copia il link e condividilo direttamente con i destinatari
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condividi via email redigendo un messaggio di accompagnamento o utilizzando il messaggio predefinito.
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Inserisci gli indirizzi email del destinatario e clicca su invia,
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incorpora il link alla tua pagina e la tua firma e-mail.
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Il link viene incorporato automaticamente ma puoi modificarlo
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il messaggio o integralo nella tua firma predefinita
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per modificare la pagina. Fai clic su di essa
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una volta apportate le modifiche, fai clic su Salva,
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gli utenti possono ora scegliere una data e un'ora convenienti e quindi inserire i dettagli richiesti.
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Una volta confermata la prenotazione, riceverai una notifica via email,
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le riunioni verranno inserite automaticamente nel calendario di Outlook e possono essere
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facilmente identificabile utilizzando la categoria impostata al momento della creazione della pagina,
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chi ha programmato una riunione può gestirla tramite questo link,
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dando loro la possibilità di riprogrammare, cancellare o effettuare una nuova prenotazione
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per funzionalità più avanzate e gestione del team.
00:03:11
Consulta i video dedicati su
00:03:13
creazione di pagine di prenotazione condivise in Microsoft bookings.

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résultat(s)
00:00:03
Бронирования Microsoft, интегрированные с Outlook, упрощают планирование и управление
00:00:07
назначенные встречи, сообщая клиентам и коллегам о своей готовности
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чтобы начать прикрепить бронирование к панели навигации для удобного доступа.
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Нажмите на другие приложения, верно? Нажмите на бронирование и выберите значок
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как только бронирование будет закреплено. Войдите в заявку,
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вы найдете два типа страниц бронирования,
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личные и общие.
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Персональная страница позволяет вам управлять своей доступностью и делиться ею.
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В то время как общая страница позволяет всей вашей команде управлять встречами
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для создания персональной страницы. Нажмите, создайте тип встречи,
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присвойте странице заголовок и используйте категории
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чтобы легко идентифицировать бронирования в календаре Outlook.
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Добавьте описание для своей страницы,
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выберите место или разрешите командам собраться в зависимости от типа встречи
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и задайте продолжительность встречи.
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Открытые встречи будут отображаться на вашей персональной странице бронирования.
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В то время как закрытые встречи требуют, чтобы вы напрямую поделились ссылкой
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в режиме настройки расписания. Вы можете установить часы, доступные для бронирования.
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Вы можете использовать обычные часы Outlook или настроить часы в соответствии со своими предпочтениями
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в расширенных опциях.
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Вы можете добавлять буферы до и после встреч,
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установите минимальное время выполнения заказа, прежде чем можно будет сделать заказ
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и укажите максимальное время предварительного планирования встреч
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чтобы настроить напоминания по электронной почте, выберите, добавьте напоминание по электронной почте,
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установите время отправки,
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добавьте персонализированное сообщение и сохраните изменения.
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После этого ваши клиенты получат напоминания о запланированных встречах с вами.
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Вы также можете настроить автоматическое отслеживание запросов
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оставьте отзыв или напомните клиентам о необходимости записаться на следующую встречу.
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Сохраните набор, чтобы завершить создание
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когда ваша страница будет готова.
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Нажмите на значок «Поделиться» в разделе персональной страницы бронирования,
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у вас есть три варианта: скопируйте ссылку и поделитесь ею напрямую с получателями
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отправьте сообщение по электронной почте, написав сопроводительное сообщение или используя сообщение по умолчанию.
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Введите адреса электронной почты получателя и нажмите «Отправить»,
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вставьте ссылку на свою страницу и свою электронную подпись.
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Ссылка автоматически встраивается, но ее можно редактировать
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сообщение или интегрируйте его в подпись по умолчанию
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для редактирования страницы. Нажмите на нее
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как только изменения будут внесены, нажмите «Сохранить»,
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теперь пользователи могут выбрать удобную дату и время, а затем ввести необходимые данные.
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Как только бронирование будет подтверждено, вы получите уведомление по электронной почте,
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встречи автоматически появятся в вашем календаре Outlook и могут быть
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легко идентифицировать по категории, заданной при создании страницы,
00:03:00
те, кто запланировал встречу, могут управлять ею по этой ссылке,
00:03:03
предоставление им возможности перенести, отменить или сделать новое бронирование
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для более продвинутых функций и управления командой.
00:03:11
Пожалуйста, ознакомьтесь со специальными видеороликами на
00:03:13
создание общих страниц бронирования в бронированиях Microsoft.

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résultat(s)
00:00:03
Las reservas de Microsoft integradas con Outlook simplifican la programación y la administración
00:00:07
citas al compartir tu disponibilidad con clientes y colegas
00:00:12
para empezar, fija las reservas en la barra de navegación para acceder fácilmente a ellas.
00:00:16
Haz clic en más aplicaciones, ¿verdad? Haz clic en las reservas y selecciona el pin
00:00:20
una vez que las reservas estén fijadas. Introduzca la aplicación,
00:00:26
encontrará dos tipos de páginas de reserva,
00:00:29
personales y compartidas.
00:00:32
Una página personal le permite administrar y compartir su propia disponibilidad.
00:00:36
Mientras que una página compartida permite a todo tu equipo gestionar las citas
00:00:40
para crear una página personal. Haga clic en, cree un tipo de reunión,
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asigne un título a su página y utilice categorías
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para identificar fácilmente las reservas en tu calendario de Outlook.
00:00:51
Añade una descripción para tu página,
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elige una ubicación o habilita la reunión de equipos según el tipo de cita
00:00:58
y establece la duración de la reunión.
00:01:01
Las reuniones públicas aparecerán en tu página de reserva personal.
00:01:04
Si bien las reuniones privadas requieren que compartas el enlace directamente
00:01:08
en la personalización de horarios. Puede establecer las horas disponibles para las reservas.
00:01:12
Puedes usar tu horario habitual de Outlook o personalizarlo según tus preferencias
00:01:18
en las opciones avanzadas.
00:01:20
Puede añadir búferes antes y después de las reuniones,
00:01:22
establece un tiempo mínimo de espera antes de poder hacer una reserva
00:01:25
y especifique el tiempo máximo de programación anticipada para las citas
00:01:30
para configurar recordatorios por correo electrónico, selecciona, agrega un recordatorio por correo electrónico,
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configurar la hora de envío,
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agrega un mensaje personalizado y guarda los cambios.
00:01:40
A continuación, sus clientes recibirán recordatorios de las citas programadas con usted.
00:01:44
También puedes configurar seguimientos automáticos para solicitarlos
00:01:47
enviar comentarios o recordar a los clientes que reserven su próxima cita.
00:01:51
Guarda el conjunto para completar la creación
00:01:56
cuando la página esté lista.
00:01:57
Haga clic en el icono de compartir en la sección de la página de reservas personales,
00:02:01
tienes tres opciones: copiar el enlace y compartirlo directamente con los destinatarios
00:02:07
compártelo por correo electrónico redactando un mensaje adjunto o utilizando el mensaje predeterminado.
00:02:14
Introduce las direcciones de correo electrónico del destinatario y haz clic en enviar,
00:02:19
incrusta el enlace a tu página y tu firma de correo electrónico.
00:02:21
El enlace se incrusta automáticamente, pero puedes editarlo
00:02:24
el mensaje o intégralo en tu firma predeterminada
00:02:29
para editar la página. Haga clic en ella
00:02:31
una vez realizadas las modificaciones, haga clic en guardar,
00:02:37
los usuarios ahora pueden elegir una fecha y hora convenientes y, a continuación, introducir los detalles requeridos.
00:02:46
Una vez confirmada la reserva, recibirá una notificación por correo electrónico,
00:02:51
las reuniones se rellenarán automáticamente en tu calendario de Outlook y pueden ser
00:02:55
se identifican fácilmente mediante la categoría establecida cuando se creó la página,
00:03:00
quienes hayan programado una reunión pueden gestionarla a través de este enlace,
00:03:03
dándoles la posibilidad de reprogramar, cancelar o hacer una nueva reserva
00:03:08
para funciones más avanzadas y gestión de equipos.
00:03:11
Consulte los vídeos dedicados en
00:03:13
crear páginas de reservas compartidas en Microsoft Bookings.

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