Bookings - Add staff Tutorial
In this video, you will learn about adding staff to Microsoft 365. The video covers the process of adding new staff members to your Microsoft 365 account and demonstrates how to do it step by step.
This will help you efficiently manage your team and ensure that everyone has access to the necessary tools and resources.
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Objectifs :
This document aims to provide a comprehensive guide on how to add staff members to a booking service, assign roles, and manage their availability effectively.
Chapitres :
-
Introduction
In this guide, we will explore the process of adding staff members to a booking service. Understanding how to assign roles and manage availability is crucial for ensuring smooth operations within your booking system. -
Adding Staff Members
Before assigning staff members to a service, you must first add them to the staff list of your booking page. Follow these steps to add a new member: - Navigate to the 'Staff' section to view the existing list of employees. - Click the button to add a new member. - In the pop-up window, enter the name of the person, group, or email address. - Customize their avatar color as desired. -
Microsoft Account Information
You will find information about the Microsoft account associated with the new staff member. If necessary, you can change this information, which will affect the user's Office account. -
Assigning Permissions
When adding a staff member, you can choose the permissions you want to grant them. The available roles include: - **Team Member**: Can manage bookings on their own calendar and availability in the booking mailbox. - **Administrator**: Has the same rights as you, allowing full access to manage settings and bookings. - **Scheduler**: Can manage bookings on the calendar and customer details but has read-only access to settings, staff, and services. - **Viewer**: Can see all bookings on the calendar but cannot modify or delete them; they have read-only access to settings. - **Guest**: Can be assigned to bookings but cannot open the booking mailbox. -
Email Notifications
You can choose whether to send an email notification to the staff member when a reservation is assigned or modified. This ensures they are kept informed about their responsibilities. -
Linking Availability
The next step involves linking the availability of the booking page with the staff member's personal Office calendar. This integration allows for better scheduling, ensuring that bookings are not made during personal meetings or appointments. -
Managing Availability
By default, the staff member's availability will reflect the business hours initially set. However, if their working hours differ, you can manually edit these schedules: - Uncheck the default box to enable manual editing. - For example, you can add a break on Mondays from 10:00 AM to 3:00 PM or remove a full day from their schedule. -
Saving Changes
Once you have completed all the necessary adjustments, click 'Save Changes.' The staff member will now be added and can be assigned to services. You can edit or delete their profile at any time if changes are needed. -
Conclusion
In summary, adding staff members to your booking service involves several steps, including entering their details, assigning permissions, and managing their availability. By following this guide, you can ensure that your booking system operates efficiently and effectively.
FAQ :
How do I add a staff member to the booking system?
To add a staff member, go to the staff section of your booking page, click the add button, and enter the person's name, group, or email address.
What permissions can I assign to staff members?
You can assign various permissions such as Team Member, Administrator, Scheduler, Viewer, or Guest, each with different access rights.
Can I customize a staff member's availability?
Yes, you can customize a staff member's availability by unchecking the default business hours and manually editing their schedule.
What happens if I change a staff member's Microsoft account?
Changing a staff member's Microsoft account will affect their access to Office services linked to that account.
Will staff members receive email notifications for bookings?
You can choose whether to send email notifications to staff members when a reservation is assigned or modified.
Quelques cas d'usages :
Managing Appointments in a Salon
In a salon, staff members can be assigned to specific services like haircuts or coloring. By managing their availability and permissions, the salon can ensure that clients can book appointments with the right stylist.
Scheduling Meetings in a Corporate Environment
In a corporate setting, employees can manage their meeting schedules by linking their personal calendars to the booking system, allowing for efficient time management and avoiding double bookings.
Event Planning Coordination
For event planners, assigning different staff members to various tasks (like catering, logistics, and guest management) ensures that each aspect of the event is handled by the right person, improving overall efficiency.
Healthcare Appointment Management
In a healthcare facility, staff can manage patient appointments by assigning specific healthcare providers to services, ensuring that patients are booked with the appropriate specialist.
Educational Tutoring Services
Tutoring centers can assign tutors to specific subjects and manage their availability, allowing students to book sessions with the right tutor based on their needs.
Glossaire :
Staff Member
An individual assigned to manage or assist with services in a booking system.
Booking Page
A web interface where users can view and manage appointments and services.
Microsoft Account
An account used to access Microsoft services, which can be linked to a staff member's profile.
Permissions
Access rights granted to staff members, determining what actions they can perform within the booking system.
Team Member
A staff member who can manage their own bookings and availability.
Administrator
A staff member with full rights to manage the booking system, similar to the owner.
Scheduler
A staff member who can manage bookings and customer details but has limited access to settings.
Viewer
A staff member who can view bookings but cannot modify or delete them.
Guest
A user who can be assigned to bookings but does not have access to the booking mailbox.
Availability
The times during which a staff member is available for bookings.
Business Hours
The default working hours set for staff members, which can be customized.