Bookings - Interface Discovery Tutorial

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Objectifs :

This document aims to provide a comprehensive overview of the Microsoft Bookings application, detailing its features, functionalities, and how to navigate its interface effectively. It is designed to help users understand how to manage bookings, customers, and services within the app.

Chapitres :

  1. Introduction to Microsoft Bookings
    Microsoft Bookings is a scheduling tool that allows businesses to manage appointments and bookings efficiently. This guide will walk you through accessing the application, navigating its interface, and utilizing its features to enhance your booking experience.
  2. Accessing Microsoft Bookings
    To access Microsoft Bookings, ensure that your IT administrator has granted you the necessary permissions. You can access the app via Microsoft 365 on the web. Start by launching the app from the app launcher or by clicking on the Bookings icon.
  3. Navigating the Bookings Interface
    Upon reaching the Bookings home page, you will see your automatically created personal booking page. Here, you can create a shared booking page or view existing ones. To explore the Bookings interface, open an existing booking page.
  4. Understanding the Bookings Calendar
    You will now be on your Bookings calendar page, which is linked to Outlook. This calendar displays your availability, unavailability, and reservations. The navigation and calendar functionalities are similar to those in Outlook. You can use the menu bar to add time off, print, or export your calendar.
  5. Adding Reservations
    To manually add a reservation, select a time slot directly from the calendar or click on 'New Booking.' You can filter your calendar based on the services offered or employees available.
  6. Managing Customers
    To enhance the visibility of your booking page, go to the Booking page settings. Customers who have made a reservation are automatically renewed. You can also add new customers or bulk add them by importing an Excel file. Use the search bar to quickly locate specific customers.
  7. Staff Management
    Under the Staff section, you can view existing employees, their roles, availability, status, and permissions. This is also where you can add more employees as needed.
  8. Services Overview
    The Services section displays existing services and provides options to create or modify new services. You can change the time, description, title, and assigned staff for each service.
  9. Business Information Settings
    In the Business Information section, you can add essential details such as your privacy policy, terms and conditions, business logo, business hours, and ACS app integration. Additionally, you can manage connectors and APIs here.
  10. Creating a New Booking Page
    To create a new booking page, click on the designated option and select 'Create a new shared booking page.' This allows you to set up a new interface for your customers to make appointments.
  11. Conclusion
    Microsoft Bookings is a powerful tool for managing appointments and enhancing customer interactions. By understanding its features and functionalities, users can streamline their booking processes and improve overall efficiency.

FAQ :

How do I access Microsoft Bookings?

You can access Microsoft Bookings through Microsoft 365 on the web. If your IT admin has granted you access, you can find it in the app launcher.

Can I create a shared booking page?

Yes, you can create a shared booking page by selecting the option to create a new shared booking page from the Bookings interface.

How does the Bookings calendar integrate with Outlook?

The Bookings calendar is linked to Outlook, allowing it to display your availability, unavailability, and reservations in a similar navigation format.

What should I do if I want to add a new customer?

You can add a new customer manually or bulk add them by importing an Excel file into the Bookings application.

How can I manage staff availability in Bookings?

Under the Staff section, you can view existing employees, their roles, availability, status, and permissions, and you can add more employees as needed.

What types of services can I offer through Bookings?

You can display existing services and have the option to create or modify new services, including changing the time, description, and assigned staff.

Quelques cas d'usages :

Appointment Scheduling for a Salon

A hair salon can use Microsoft Bookings to allow customers to schedule haircuts and treatments online. This improves customer satisfaction by providing a convenient way to book appointments and reduces no-shows through automated reminders.

Consultation Bookings for a Law Firm

A law firm can utilize Bookings to manage client consultations. By allowing clients to book appointments directly, the firm can streamline its scheduling process and ensure that lawyers' availability is accurately reflected.

Service Management for a Fitness Center

A fitness center can implement Bookings to manage class schedules and personal training sessions. This allows members to easily reserve spots in classes and helps staff manage their time effectively.

Event Scheduling for a Conference

A conference organizer can use Bookings to schedule sessions and manage attendee registrations. This ensures that all sessions are well-organized and that attendees can easily find and book their desired sessions.

Remote Consultations for Healthcare Providers

Healthcare providers can leverage Bookings to offer telehealth appointments. Patients can book virtual consultations, improving access to care while managing the providers' schedules efficiently.

Glossaire :

Bookings

A scheduling tool within Microsoft 365 that allows users to manage appointments and reservations.

Microsoft 365

A cloud-based suite of productivity applications and services offered by Microsoft, including tools like Word, Excel, Outlook, and Bookings.

App Launcher

A feature in Microsoft 365 that provides quick access to various applications and services.

Outlook

An email and calendar service from Microsoft that integrates with Bookings to manage appointments and availability.

Reservation

An appointment or booking made by a customer to secure a time slot for a service.

Customer

An individual or entity that makes a reservation or booking through the Bookings application.

Staff

Employees who are available for booking services and whose roles and availability can be managed within the Bookings app.

Services

The various offerings that can be booked through the Bookings application, which can be created or modified by the user.

Business Information

Details about a business that can be added to the Bookings page, including privacy policy, terms and conditions, and business hours.

API

Application Programming Interface, a set of protocols for building and interacting with software applications, which can be integrated with Bookings.

résultat(s)
00:00:02
If your IT admin has granted you
00:00:05
access to Bookings, you can access
00:00:07
the app via Microsoft 365 on the web.
00:00:10
Start Bookings from the app launcher
00:00:12
or simply click on this icon.
00:00:15
Once you get to Bookings home page,
00:00:17
you can view your automatically
00:00:20
created personal booking page section.
00:00:22
Here you have the option to create a shared
00:00:26
booking page or view already existing ones.
00:00:29
Let's discover the Bookings interface
00:00:31
by opening an existing booking page.
00:00:34
You are now on your Bookings calendar page.
00:00:37
This calendar is linked to Outlook.
00:00:40
It displays your ability,
00:00:43
unavailability and reservations.
00:00:45
Navigation and Bookings calendar
00:00:47
works the same as in Outlooks.
00:00:50
You can also use this menu
00:00:52
bar to add time off, print,
00:00:54
or export your calendar.
00:00:57
To manually add a reservation,
00:00:59
select a time slot directly from
00:01:01
the calendar or click New Booking.
00:01:04
You can filter your calendar based
00:01:06
on services offered or employees.
00:01:08
Go to Booking page to enhance the visibility
00:01:12
of your page and set your preferences.
00:01:15
Customers automatically renews all
00:01:17
customers who have made a reservation.
00:01:20
You can also add new customer or bulk
00:01:23
add them by importing an excel file.
00:01:26
Use the search bar to quickly
00:01:29
locate specific customers.
00:01:30
Under Staff you can view the
00:01:32
existing employees, their roles,
00:01:34
availability, status and permissions.
00:01:36
This is where you can further
00:01:39
add more employees.
00:01:40
Services displays existing
00:01:42
services while giving the option
00:01:44
to create or modify new services.
00:01:47
You can change the time, description,
00:01:50
title as well as the assigned staff.
00:01:53
For instance,
00:01:54
under Business Information,
00:01:56
you can add your basic details,
00:01:58
your privacy policy and terms and conditions,
00:02:02
your business logo,
00:02:03
business hours and ACS app integration and
00:02:07
the last one is for your connectors and APIs.
00:02:12
You can create a new booking page
00:02:14
by clicking here and selecting
00:02:15
Create a new shared booking page.

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résultat(s)
00:00:02
Se o seu administrador de TI lhe concedeu
00:00:05
acesso a Reservas, você pode acessar
00:00:07
o aplicativo via Microsoft 365 na Web.
00:00:10
Iniciar reservas a partir do iniciador de aplicações
00:00:12
ou simplesmente clique neste ícone.
00:00:15
Assim que chegar à página inicial do Bookings,
00:00:17
pode ver o seu automaticamente
00:00:20
criou a seção de página de reserva pessoal.
00:00:22
Aqui você tem a opção de criar um
00:00:26
página de reserva ou ver os já existentes.
00:00:29
Vamos descobrir a interface Bookings
00:00:31
abrindo uma página de reserva existente.
00:00:34
Agora você está na sua página de calendário de reservas.
00:00:37
Este calendário está vinculado ao Outlook.
00:00:40
Ele mostra sua habilidade,
00:00:43
indisponibilidade e reservas.
00:00:45
Calendário de navegação e reservas
00:00:47
funciona da mesma forma que no Outlooks.
00:00:50
Você também pode usar este menu
00:00:52
barra para adicionar folga, imprimir,
00:00:54
ou exporte o seu calendário.
00:00:57
Para adicionar manualmente uma reserva,
00:00:59
Selecione um intervalo de tempo diretamente de
00:01:01
no calendário ou clique em Nova reserva.
00:01:04
Pode filtrar o seu calendário com base no seu calendário
00:01:06
sobre serviços oferecidos ou funcionários.
00:01:08
Ir para a página de reservas para melhorar a visibilidade
00:01:12
da sua página e defina as suas preferências.
00:01:15
Os clientes renovam automaticamente todos os
00:01:17
clientes que fizeram uma reserva.
00:01:20
Você também pode adicionar novo cliente ou em massa
00:01:23
Adicione-os importando um arquivo do Excel.
00:01:26
Use a barra de pesquisa para rapidamente
00:01:29
localizar clientes específicos.
00:01:30
Em Staff, pode ver o
00:01:32
os trabalhadores existentes, as suas funções,
00:01:34
disponibilidade, status e permissões.
00:01:36
É aqui que você pode ainda mais
00:01:39
adicionar mais funcionários.
00:01:40
Serviços exibe
00:01:42
serviços, dando a opção
00:01:44
para criar ou modificar novos serviços.
00:01:47
Você pode alterar a hora, descrição,
00:01:50
título, bem como o pessoal atribuído.
00:01:53
Por exemplo,
00:01:54
em Informações Comerciais,
00:01:56
você pode adicionar seus detalhes básicos,
00:01:58
a sua política de privacidade e termos e condições,
00:02:02
o logótipo da sua empresa,
00:02:03
horário comercial e integração com aplicativos ACS e
00:02:07
o último é para seus conectores e APIs.
00:02:12
Pode criar uma nova página de reserva
00:02:14
clicando aqui e selecionando
00:02:15
Crie uma nova página de reserva partilhada.

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