Bookings - Create custom fields Tutorial
In this video, you will learn how to create custom fields in Microsoft 365. The video covers the process of creating custom fields and demonstrates how to customize them according to your specific needs.
This will help you enhance your productivity and organization within the Microsoft 365 environment.
- 1:21
- 2871 views
-
Bookings - Manage your availabilities
- 1:42
- Viewed 3228 times
-
Excel - Insert an image in a cell with image function
- 3:01
- Viewed 2471 times
-
Windows 11 - Quick assist
- 1:29
- Viewed 2770 times
-
Windows 11 - Make screenshots easier
- 3:59
- Viewed 2434 times
-
Windows 11 - Set up widgets
- 1:28
- Viewed 2658 times
-
Windows 11 - Make your work environment attractive
- 1:44
- Viewed 2226 times
-
Windows 11 - Configure multiple virtual desktops
- 1:35
- Viewed 2411 times
-
Windows 11 - Quickly find your files
- 2:07
- Viewed 2594 times
-
Introduction to Bookings
- 1:19
- Viewed 4088 times
-
Add staff members
- 2:57
- Viewed 3353 times
-
Manage permissions
- 1:10
- Viewed 3287 times
-
Manage your availabilities
- 1:42
- Viewed 3228 times
-
Make a reservation [Staff]
- 1:55
- Viewed 3170 times
-
Create a new calendar
- 2:55
- Viewed 3103 times
-
Integrate Bookings into TEAMS
- 1:36
- Viewed 3002 times
-
Publish your Booking page
- 2:54
- Viewed 2927 times
-
Make a reservation [Customer]
- 2:13
- Viewed 2916 times
-
Discovery of the interface
- 2:46
- Viewed 2891 times
-
Add a service
- 2:03
- Viewed 2796 times
-
Interface Discovery
- 2:20
- Viewed 2485 times
-
Create a new shared booking page
- 2:32
- Viewed 2474 times
-
Virtual Appointments
- 1:44
- Viewed 2240 times
-
Make a reservation Employee]
- 1:50
- Viewed 2213 times
-
Add staff
- 2:36
- Viewed 2177 times
-
Manage and share your booking pages
- 2:29
- Viewed 2153 times
-
Create custom fields
- 1:12
- Viewed 2063 times
-
Make a reservation [Customer]
- 1:51
- Viewed 1773 times
-
Manage permissions
- 1:03
- Viewed 1671 times
-
Add a service
- 2:28
- Viewed 1606 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 361 times
-
Create and modify a group
- 2:19
- Viewed 4815 times
-
Viewing and configuring notifications
- 0:53
- Viewed 4338 times
-
Create slide content and save the template
- 4:50
- Viewed 3999 times
-
Customize colors and save the theme
- 4:45
- Viewed 3798 times
-
Create a template from a presentation
- 3:09
- Viewed 3797 times
-
Customize the design and layouts
- 5:06
- Viewed 3753 times
-
Create a profile
- 1:06
- Viewed 3653 times
-
Set up your presentation
- 1:45
- Viewed 3313 times
-
Setting your working hours
- 0:43
- Viewed 3068 times
-
Manage your profile privacy settings
- 1:01
- Viewed 2863 times
-
Define your status message
- 2:13
- Viewed 2718 times
-
Collections
- 3:53
- Viewed 2688 times
-
Set up widgets
- 1:28
- Viewed 2658 times
-
Change your profile picture
- 1:09
- Viewed 2651 times
-
How to Manage Specific Settings
- 2:03
- Viewed 2578 times
-
Change the theme of your Office portal
- 0:33
- Viewed 2501 times
-
Manage language and time zone
- 0:52
- Viewed 2250 times
-
Make your work environment attractive
- 1:44
- Viewed 2226 times
-
Set up a period of quiet and focus
- 2:11
- Viewed 2136 times
-
Dark Theme
- 1:02
- Viewed 2126 times
-
Turning web pages into notes
- 2:49
- Viewed 2119 times
-
Create custom fields
- 1:12
- Viewed 2063 times
-
Move or delete items
- 2:11
- Viewed 2035 times
-
Change your password
- 0:36
- Viewed 1977 times
-
Pin a channel to your favorites
- 1:04
- Viewed 1902 times
-
Plan a meeting based on a conversation
- 1:28
- Viewed 1759 times
-
Synchronize only one channel
- 0:56
- Viewed 1714 times
-
Customize notifications
- 2:05
- Viewed 1659 times
-
Schedule private or team meetings
- 2:17
- Viewed 1650 times
-
Manage or edit transcripts and captions
- 0:54
- Viewed 1593 times
-
Presentation of different tools in a meeting
- 1:47
- Viewed 1574 times
-
Add channels and tabs
- 1:40
- Viewed 1554 times
-
Automatically record a meeting
- 1:12
- Viewed 1530 times
-
Edit photo in Teams
- 0:42
- Viewed 1460 times
-
Edit, Delete a Share
- 02:16
- Viewed 1317 times
-
Chancing Your Status
- 0:40
- Viewed 1226 times
-
Share content in meetings
- 2:44
- Viewed 1217 times
-
Schedule Message Delivery
- 0:58
- Viewed 1213 times
-
Use a background image during a video call
- 1:19
- Viewed 1169 times
-
Isolate a conversation window
- 0:50
- Viewed 1137 times
-
Use and co-edit files
- 2:06
- Viewed 1121 times
-
Disabling Conversation Notifications
- 0:27
- Viewed 1110 times
-
Enabling Mobile Notifications
- 1:28
- Viewed 1077 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 921 times
-
Use Viva Insights in Conversations
- 0:53
- Viewed 920 times
-
Use Commands and Keyboard Shortcuts
- 1:29
- Viewed 902 times
-
Add and Explore Workflows
- 1:35
- Viewed 844 times
-
Manage Conversation Options
- 1:35
- Viewed 842 times
-
Set Up Monitoring in a Channel with an RSS Feed
- 0:48
- Viewed 833 times
-
Customize the Display of the Function Panel
- 0:45
- Viewed 794 times
-
Search for Documents
- 01:31
- Viewed 416 times
-
Add a third-party application
- 02:40
- Viewed 301 times
-
Make Your Outlook Signature Accessible
- 01:12
- Viewed 270 times
-
Automate Routine Actions
- 02:19
- Viewed 262 times
-
Display Three Time Zones
- 01:52
- Viewed 226 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 224 times
-
Extract Text from an Image
- 01:07
- Viewed 21 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 29 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 33 times
-
Query an Attached Meeting
- 01:51
- Viewed 15 times
-
Plan with Copilot
- 01:15
- Viewed 18 times
-
Share Requests with Your Team
- 03:07
- Viewed 30 times
-
Translate a presentation
- 01:38
- Viewed 19 times
-
Generate a Video
- 01:49
- Viewed 17 times
-
Add Speaker Notes
- 00:56
- Viewed 17 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 97 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 100 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 115 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 127 times
-
Copilot at the service of project reports
- 02:36
- Viewed 115 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 115 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 188 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 119 times
-
Project mode
- 01:31
- Viewed 120 times
-
Create an agent for a team
- 01:53
- Viewed 187 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 186 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 103 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 190 times
-
Copilot Studio agent settings
- 01:33
- Viewed 91 times
-
Add new actions
- 01:54
- Viewed 182 times
-
Create a first action
- 01:59
- Viewed 177 times
-
Manage topics
- 01:51
- Viewed 120 times
-
Manage knowledge sources
- 01:11
- Viewed 92 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 182 times
-
Access Copilot Studio
- 01:09
- Viewed 175 times
-
Get started with Copilot Studio
- 01:25
- Viewed 97 times
-
Introduction to PowerBI
- 00:60
- Viewed 221 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 214 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 220 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 230 times
-
Introduction to Planner
- 00:56
- Viewed 220 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 225 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 223 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 321 times
-
Introduction to Sway
- 01:53
- Viewed 246 times
-
Introducing to Word
- 01:00
- Viewed 217 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 202 times
-
Create a call group
- 01:15
- Viewed 300 times
-
Use call delegation
- 01:07
- Viewed 177 times
-
Assign a delegate for your calls
- 01:08
- Viewed 297 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 177 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 170 times
-
Manage advanced call notifications
- 01:29
- Viewed 185 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 250 times
-
Block unwanted calls
- 01:24
- Viewed 206 times
-
Disable all call forwarding
- 01:09
- Viewed 190 times
-
Manage a call group in Teams
- 02:01
- Viewed 196 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 180 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 177 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 198 times
-
Manage voicemail messages
- 01:55
- Viewed 275 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 305 times
-
Customize your voicemail greeting
- 02:17
- Viewed 176 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 184 times
-
Manage simultaneous calls
- 01:52
- Viewed 185 times
-
Support third-party apps during calls
- 01:53
- Viewed 228 times
-
Add participants quickly and securely
- 01:37
- Viewed 189 times
-
Configure call privacy and security settings
- 02:51
- Viewed 183 times
-
Manage calls on hold
- 01:20
- Viewed 178 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 174 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 183 times
-
Draft a Service Memo
- 02:33
- Viewed 237 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 221 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 335 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 303 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 117 times
-
Other Coaches
- 01:45
- Viewed 230 times
-
Agents in SharePoint
- 02:44
- Viewed 186 times
-
Prompt coach
- 02:49
- Viewed 213 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 205 times
-
Configure a Copilot Agent
- 02:39
- Viewed 207 times
-
Describe a copilot agent
- 01:32
- Viewed 228 times
-
Rewrite with Copilot
- 01:21
- Viewed 198 times
-
Analyze a video
- 01:21
- Viewed 228 times
-
Use the Copilot pane
- 01:12
- Viewed 213 times
-
Process text
- 01:03
- Viewed 200 times
-
Create an insights grid
- 01:19
- Viewed 348 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 209 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 233 times
-
Create an image with Copilot
- 00:42
- Viewed 363 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 224 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 233 times
-
Chat with Copilot
- 00:50
- Viewed 231 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 349 times
-
Data Privacy in Copilot
- 00:43
- Viewed 228 times
-
Access Copilot
- 00:25
- Viewed 380 times
-
Use a Copilot Agent
- 01:24
- Viewed 242 times
-
Edit in Pages
- 01:49
- Viewed 261 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 232 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 227 times
-
Generate the email for the recipient
- 00:44
- Viewed 212 times
-
Action Function
- 04:18
- Viewed 181 times
-
Search Function
- 03:42
- Viewed 232 times
-
Date and Time Function
- 02:53
- Viewed 223 times
-
Logical Function
- 03:14
- Viewed 345 times
-
Text Function
- 03:25
- Viewed 241 times
-
Basic Function
- 02:35
- Viewed 206 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 242 times
-
Introduction to Power Fx
- 01:09
- Viewed 232 times
-
The New Calendar
- 03:14
- Viewed 374 times
-
Sections
- 02:34
- Viewed 216 times
-
Customizing Views
- 03:25
- Viewed 209 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 410 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 242 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 185 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 131 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 225 times
-
Use the narrative Builder
- 01:31
- Viewed 265 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 231 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 240 times
-
Share a document with copilot
- 00:36
- Viewed 234 times
-
Configurate a page with copilot
- 01:47
- Viewed 237 times
-
Use Copilot with Right-Click
- 02:50
- Viewed 1264 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 244 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 267 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 327 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 434 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 412 times
Objectifs :
This document aims to provide a comprehensive guide on how to create and manage custom fields for customer reservations, enhancing the information collected during the booking process.
Chapitres :
-
Introduction to Custom Fields
In the reservation process, it is essential for businesses to gather specific information from customers. Custom fields allow you to tailor the booking form to collect additional data that may be crucial for your services. -
Creating Custom Fields
To create custom fields, follow these steps: 1. Navigate to the Booking page. 2. Go to Settings. 3. Select Custom Fields. 4. Click on the option to add a new field. You can choose from different types of fields to suit your needs. -
Types of Custom Fields
There are two primary types of custom fields you can create: - **Text Question**: This allows you to ask a direct question, enabling you to gather specific information from the customer. - **Dropdown Question**: This presents a question along with a list of answers in a dropdown menu. You will enter your question and provide multiple options for the customer to select from. -
Modifying Services to Include Custom Fields
After creating your custom fields, you need to associate them with the relevant services. To do this: 1. Return to your services list. 2. Select the service you wish to modify. 3. In the popup window, click on the menu to view default fields. 4. Below the default fields, you will see your custom fields. 5. Activate the desired custom field and, if necessary, mark it as mandatory. -
Conclusion
By implementing custom fields in your reservation process, you can enhance the information collected from customers, leading to better service delivery and customer satisfaction. This guide provides a clear pathway to creating and managing these fields effectively.
FAQ :
What are custom fields in a reservation system?
Custom fields are additional fields that you can create to collect specific information from customers when they make a reservation, allowing for more tailored data collection.
How do I add custom fields to my booking page?
To add custom fields, go to the settings under the Booking page, select Custom fields, and click to add a new field. You can choose between a text question or a dropdown question.
Can I make a custom field mandatory?
Yes, after creating a custom field, you can activate it and set it as mandatory, requiring customers to fill it out before completing their reservation.
What types of questions can I ask using custom fields?
You can ask direct questions using text questions or provide a list of options for customers to choose from using dropdown questions.
Why should I use custom fields?
Using custom fields allows you to gather more detailed information from customers, which can help improve service delivery and customer satisfaction.
Quelques cas d'usages :
Collecting Dietary Preferences
A restaurant can use custom fields to ask customers about their dietary preferences or restrictions when making a reservation, ensuring that they can accommodate special requests.
Event Planning
An event planner can create custom fields to gather information about the type of event, number of guests, and specific requirements, allowing for better preparation and service.
Travel Booking
A travel agency can implement custom fields to collect information about customers' travel preferences, such as preferred flight times or hotel amenities, enhancing the booking experience.
Service Customization
A spa can use custom fields to ask clients about their preferred treatments or any allergies, allowing for a more personalized service experience.
Feedback Collection
After a service is rendered, businesses can use custom fields to gather feedback on customer satisfaction and areas for improvement, helping to enhance future services.
Glossaire :
Reservation
A reservation is a request made by a customer to secure a service or product for a specific time and date.
Custom Fields
Custom fields are additional fields that can be created to gather more specific information from customers beyond the standard fields provided.
Booking Page
The booking page is the online interface where customers can make reservations for services.
Text Question
A text question is a type of custom field that allows the user to input a direct answer in text format.
Dropdown Question
A dropdown question is a custom field that presents a question with a list of predefined answers in a dropdown menu for the user to select from.
Mandatory Field
A mandatory field is a required field that must be filled out by the customer before they can complete their reservation.