Bookings - Virtual Appointments Video

In this video, you will learn about the Virtual Appointments feature in Microsoft Teams.
The video covers how to manage your Bookings page directly from Teams, including advanced features like SMS notifications, a personalized virtual waiting room, and booking analysis reports.
This feature allows you to easily manage customer appointments, integrate schedules, analytics, and management options all within Teams.
By following the steps in the video, you will be able to efficiently handle appointments and enhance your customer service.

  • 1:44
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Objectifs :

This document aims to provide a comprehensive overview of the new Virtual Appointments feature in Microsoft Teams, detailing its functionalities, management options, and practical applications for users.

Chapitres :

  1. Introduction to Virtual Appointments
    The Virtual Appointments feature in Microsoft Teams allows users to manage their booking pages directly from the Teams interface. This feature is designed to streamline the appointment scheduling process, making it easier for users to connect with clients and manage their time effectively.
  2. Accessing Virtual Appointments
    To start using the Virtual Appointments feature, follow these steps: 1. Open Microsoft Teams on your device. 2. Click on the three dots menu located on the left side of the screen. 3. Search for 'virtual appointments' in the pop-up menu. The information displayed will vary based on the license you possess.
  3. Features of Teams Premium
    If you have access to Teams Premium, you can utilize advanced virtual appointment features, including: - **SMS Notifications**: Send reminders and appointment confirmations to external attendees on their mobile devices. - **Personalized Virtual Waiting Room**: Communicate with external attendees while they wait for their appointments. - **Appointment Queue Management**: Manage both scheduled and walk-in appointments effectively. - **Booking Analysis Reports**: Access reports that provide insights into average appointment durations and waiting times.
  4. Setting Up Your Booking Page
    To set up your booking page, you can either add an existing calendar or create a new one. Here’s how: 1. Open an existing calendar or create a new one. 2. Enter the name of your booking page. 3. Click 'Done'. Once set up, your dashboard will provide a quick overview of your booking page and assigned members, along with management options.
  5. Managing Your Booking Schedule
    The booking schedule feature allows you to: - View the calendar and visibility of all members in your company. - Manage bookings efficiently. - Switch between different booking calendars as needed. To switch calendars, click on the designated area to select an already associated calendar, create a new one, or associate with an existing one.
  6. Conclusion
    The Virtual Appointments feature in Microsoft Teams simplifies the management of customer appointments by integrating scheduling, analytics, and management options directly within the Teams platform. This functionality not only enhances user experience but also improves efficiency in handling appointments.

FAQ :

What is the Virtual Appointments feature in Teams?

The Virtual Appointments feature in Teams allows users to manage their booking pages directly from the Teams platform, facilitating online appointments and scheduling.

How do I access the Virtual Appointments feature?

To access the Virtual Appointments feature, open Teams, click on the three dots menu, and search for 'virtual appointments' in the pop-up menu.

What are SMS notifications in the context of virtual appointments?

SMS notifications are text messages sent to external attendees' mobile devices to remind them of their appointments and confirm bookings.

Can I customize the virtual waiting room?

Yes, the virtual waiting room can be personalized, allowing for communication with external attendees while they wait for their appointments.

What kind of reports can I generate with the booking feature?

You can generate booking analysis reports that show metrics such as the average duration of appointments and the average waiting time for attendees.

Is it possible to manage multiple booking calendars?

Yes, you can manage multiple booking calendars, switch between them, and associate existing calendars as needed.

Quelques cas d'usages :

Healthcare Appointments

Healthcare providers can use the Virtual Appointments feature to manage patient appointments, send SMS reminders, and analyze appointment durations to improve patient flow.

Customer Service Scheduling

Customer service teams can utilize the feature to schedule consultations with clients, allowing for easy management of appointments and providing a personalized waiting experience.

Educational Tutoring Sessions

Tutors can manage their sessions with students through virtual appointments, sending reminders and tracking attendance to enhance the learning experience.

Sales Meetings

Sales teams can schedule meetings with potential clients, using the booking analysis reports to optimize their appointment strategies and improve conversion rates.

Event Planning Consultations

Event planners can use the Virtual Appointments feature to meet with clients, manage their schedules, and ensure timely communication through SMS notifications.

Glossaire :

Virtual Appointments

A feature that allows users to manage and conduct appointments online, typically through a video conferencing platform.

Teams

Microsoft Teams, a collaboration platform that integrates chat, video meetings, file storage, and application integration.

Bookings

A scheduling tool that allows users to manage appointments and bookings with clients or customers.

SMS Notifications

Text message alerts sent to mobile devices to remind users of upcoming appointments or confirm bookings.

Personalized Virtual Waiting Room

A customized online space where attendees can wait before their scheduled appointment, often allowing for communication with others in the queue.

Booking Analysis Reports

Reports that provide insights into appointment metrics, such as average duration and waiting times.

Dashboard

A user interface that provides a quick overview of key metrics and information related to bookings and appointments.

Calendar Management

The process of organizing and overseeing appointments and schedules within a calendar system.

résultat(s)
00:00:02
The new Virtual Appointments feature
00:00:04
lets you manage your Bookings
00:00:07
booking page directly from Teams.
00:00:09
Start by opening Teams on the left.
00:00:11
Click the three dots menu.
00:00:14
Search for virtual
00:00:15
appointments in this pop up.
00:00:17
The information that appears
00:00:19
depends on the license you have.
00:00:21
In the version of Teams Premium,
00:00:24
you have access to.
00:00:25
Advanced virtual appointment
00:00:26
feature such as SMS notifications
00:00:28
to send reminders and appointment
00:00:31
confirmations to external
00:00:32
attendees on their mobile devices.
00:00:34
A personalized virtual waiting
00:00:36
room with the option to communicate
00:00:38
with external attendees in
00:00:40
the queue before appointments.
00:00:41
A queue of scheduled and
00:00:44
walk in appointments.
00:00:45
Booking analysis reports showing,
00:00:46
for example,
00:00:47
the average duration of appointments and
00:00:50
the average waiting time of attendees.
00:00:52
Here you can add an already
00:00:55
existing calendar or create a new
00:00:57
one open an existing calendar.
00:00:59
Enter the name of your booking
00:01:02
page and click Done.
00:01:04
You will find on your dashboard
00:01:06
a quick overview of your booking
00:01:08
page and assigned members,
00:01:10
but also the management part
00:01:12
of your booking page.
00:01:13
Booking schedule shows you the
00:01:15
calendar and visibility on
00:01:17
all members of the company.
00:01:18
You can manage bookings but you
00:01:20
also have the option to switch from
00:01:23
one bookings calendar to another.
00:01:25
By clicking here you can select
00:01:27
an already associated calendar,
00:01:29
create a new one or associate
00:01:31
with existing one.
00:01:32
Virtual appointments lets you easily.
00:01:34
Manage customer appointments.
00:01:36
Integrate schedules,
00:01:37
analytics,
00:01:38
and management options straight from teams.

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résultat(s)
00:00:02
O novo recurso de Compromissos Virtuais
00:00:04
permite-lhe gerir as suas reservas
00:00:07
página de reservas diretamente do Teams.
00:00:09
Comece abrindo o Teams à esquerda.
00:00:11
Clique no menu de três pontos.
00:00:14
Pesquisar por virtual
00:00:15
compromissos neste pop-up.
00:00:17
As informações que aparecem
00:00:19
depende da licença que você tem.
00:00:21
Na versão do Teams Premium,
00:00:24
você tem acesso a.
00:00:25
Marcação virtual avançada
00:00:26
recurso como notificações por SMS
00:00:28
para enviar lembretes e compromissos
00:00:31
confirmações para externos
00:00:32
participantes em seus dispositivos móveis.
00:00:34
Uma espera virtual personalizada
00:00:36
sala com a opção de comunicar
00:00:38
com participantes externos em
00:00:40
a fila antes dos compromissos.
00:00:41
Uma fila de agendados e
00:00:44
andar em compromissos.
00:00:45
Relatórios de análise de reserva mostrando,
00:00:46
Por exemplo
00:00:47
a duração média das consultas e
00:00:50
o tempo médio de espera dos participantes.
00:00:52
Aqui você pode adicionar um já
00:00:55
calendário existente ou criar um novo
00:00:57
um abre um calendário existente.
00:00:59
Introduza o nome da sua reserva
00:01:02
e clique em Concluído.
00:01:04
Você encontrará no seu painel
00:01:06
uma breve visão geral da sua reserva
00:01:08
página e membros atribuídos,
00:01:10
mas também a parte de gestão
00:01:12
da sua página de reserva.
00:01:13
O horário de reserva mostra-lhe o
00:01:15
calendário e visibilidade em
00:01:17
todos os membros da empresa.
00:01:18
Você pode gerenciar reservas, mas você
00:01:20
também têm a opção de mudar de
00:01:23
um calendário de reservas para outro.
00:01:25
Clicando aqui você pode selecionar
00:01:27
um calendário já associado,
00:01:29
criar um novo ou associar
00:01:31
com o existente.
00:01:32
Os compromissos virtuais permitem-lhe facilmente.
00:01:34
Gerencie os compromissos dos clientes.
00:01:36
Integrar horários,
00:01:37
análises,
00:01:38
e opções de gestão diretamente das equipas.

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résultat(s)
00:00:02
La nuova funzione Appuntamenti virtuali
00:00:04
ti consente di gestire le tue prenotazioni
00:00:07
pagina di prenotazione direttamente da Teams.
00:00:09
Inizia aprendo Teams sulla sinistra.
00:00:11
Fai clic sul menu con tre puntini.
00:00:14
Cerca «virtuale»
00:00:15
appuntamenti in questo pop-up.
00:00:17
Le informazioni che appaiono
00:00:19
dipende dalla licenza che possiedi.
00:00:21
Nella versione di Teams Premium,
00:00:24
hai accesso a.
00:00:25
Appuntamento virtuale avanzato
00:00:26
funzionalità come le notifiche SMS
00:00:28
per inviare promemoria e appuntamenti
00:00:31
conferme all'esterno
00:00:32
i partecipanti sui loro dispositivi mobili.
00:00:34
Un'attesa virtuale personalizzata
00:00:36
una stanza con possibilità di comunicare
00:00:38
con partecipanti esterni in
00:00:40
la coda prima degli appuntamenti.
00:00:41
Una coda di appuntamenti programmati e
00:00:44
appuntamenti a domicilio.
00:00:45
Rapporti di analisi delle prenotazioni che mostrano,
00:00:46
ad esempio,
00:00:47
la durata media degli appuntamenti e
00:00:50
il tempo medio di attesa dei partecipanti.
00:00:52
Qui puoi aggiungere un già
00:00:55
calendario esistente o crearne uno nuovo
00:00:57
uno apre un calendario esistente.
00:00:59
Inserisci il nome della tua prenotazione
00:01:02
pagina e fai clic su Fine.
00:01:04
Troverai nella tua dashboard
00:01:06
una rapida panoramica della tua prenotazione
00:01:08
pagina e membri assegnati,
00:01:10
ma anche la parte gestionale
00:01:12
della tua pagina di prenotazione.
00:01:13
Il programma di prenotazione ti mostra il
00:01:15
calendario e visibilità su
00:01:17
tutti i membri dell'azienda.
00:01:18
Puoi gestire le prenotazioni ma tu
00:01:20
hai anche la possibilità di passare da
00:01:23
un calendario di prenotazioni all'altro.
00:01:25
Cliccando qui puoi selezionare
00:01:27
un calendario già associato,
00:01:29
creane uno nuovo o associalo
00:01:31
con uno esistente.
00:01:32
Gli appuntamenti virtuali ti consentono di farlo facilmente.
00:01:34
Gestisci gli appuntamenti con i clienti.
00:01:36
Integra gli orari,
00:01:37
analisi,
00:01:38
e opzioni di gestione direttamente dai team.

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résultat(s)
00:00:02
Новая функция виртуальных встреч
00:00:04
позволяет управлять бронированиями
00:00:07
страница бронирования непосредственно в Teams.
00:00:09
Начните с открытия команды слева.
00:00:11
Нажмите на меню с тремя точками.
00:00:14
Найдите виртуальный
00:00:15
встречи в этом всплывающем окне.
00:00:17
Появившаяся информация
00:00:19
зависит от имеющейся у вас лицензии.
00:00:21
В версии Teams Premium
00:00:24
у вас есть доступ к.
00:00:25
Расширенная виртуальная встреча
00:00:26
такая функция, как SMS-уведомления
00:00:28
для отправки напоминаний и встреч
00:00:31
подтверждения внешним лицам
00:00:32
участники на своих мобильных устройствах.
00:00:34
Персонализированное виртуальное ожидание
00:00:36
комната с возможностью общения
00:00:38
с внешними участниками в
00:00:40
очередь перед встречами.
00:00:41
Очередь запланированных и
00:00:44
заходите на прием.
00:00:45
Отчеты по анализу бронирования, показывающие,
00:00:46
например,
00:00:47
средняя продолжительность встреч и
00:00:50
среднее время ожидания участников.
00:00:52
Здесь вы можете добавить уже
00:00:55
существующий календарь или создать новый
00:00:57
откройте существующий календарь.
00:00:59
Введите название вашего бронирования
00:01:02
страницу и нажмите Готово.
00:01:04
Вы найдете ее на панели управления
00:01:06
краткий обзор вашего бронирования
00:01:08
страница и назначенные участники,
00:01:10
но также и управленческая часть
00:01:12
вашей страницы бронирования.
00:01:13
График бронирования показывает вам
00:01:15
календарь и видимость на
00:01:17
всех членов компании.
00:01:18
Вы можете управлять бронированиями, но вы
00:01:20
также есть возможность переключиться с
00:01:23
один календарь бронирований на другой.
00:01:25
Нажав здесь, вы можете выбрать
00:01:27
уже связанный календарь,
00:01:29
создайте новый или ассоциируйте
00:01:31
с существующим.
00:01:32
Виртуальные встречи помогут вам легко.
00:01:34
Управляйте встречами с клиентами.
00:01:36
Интегрируйте расписания,
00:01:37
аналитика,
00:01:38
и варианты управления непосредственно от команд.

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résultat(s)
00:00:02
La nueva función de citas virtuales
00:00:04
le permite administrar sus reservas
00:00:07
página de reservas directamente desde Teams.
00:00:09
Empieza por abrir Teams a la izquierda.
00:00:11
Haz clic en el menú de tres puntos.
00:00:14
Busque virtual
00:00:15
citas en esta ventana emergente.
00:00:17
La información que aparece
00:00:19
depende de la licencia que tenga.
00:00:21
En la versión de Teams Premium,
00:00:24
tienes acceso a.
00:00:25
Cita virtual avanzada
00:00:26
función como las notificaciones por SMS
00:00:28
para enviar recordatorios y citas
00:00:31
confirmaciones a fuentes externas
00:00:32
asistentes en sus dispositivos móviles.
00:00:34
Una espera virtual personalizada
00:00:36
sala con la opción de comunicarse
00:00:38
con asistentes externos en
00:00:40
la cola antes de las citas.
00:00:41
Una cola de citas programadas y
00:00:44
citas sin cita previa.
00:00:45
Los informes de análisis de reservas muestran,
00:00:46
por ejemplo,
00:00:47
la duración media de las citas y
00:00:50
el tiempo medio de espera de los asistentes.
00:00:52
Aquí puedes añadir un ya
00:00:55
calendario existente o crear uno nuevo
00:00:57
uno abre un calendario existente.
00:00:59
Introduzca el nombre de su reserva
00:01:02
página y haz clic en Listo.
00:01:04
Encontrará en su panel de control
00:01:06
un resumen rápido de su reserva
00:01:08
página y miembros asignados,
00:01:10
pero también la parte de gestión
00:01:12
de tu página de reservas.
00:01:13
El calendario de reservas le muestra el
00:01:15
calendario y visibilidad en
00:01:17
todos los miembros de la empresa.
00:01:18
Puedes gestionar las reservas, pero tú
00:01:20
también tienes la opción de cambiar de
00:01:23
un calendario de reservas a otro.
00:01:25
Al hacer clic aquí, puede seleccionar
00:01:27
un calendario ya asociado,
00:01:29
crear uno nuevo o asociarlo
00:01:31
con uno existente.
00:01:32
Las citas virtuales te permiten hacerlo fácilmente.
00:01:34
Gestione las citas de los clientes.
00:01:36
Integre los horarios,
00:01:37
análisis,
00:01:38
y opciones de administración directamente de los equipos.

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