Bookings - Make a reservation [Staff] Tutorial
In this video, you will learn how to make a reservation as a staff member using Microsoft 365. The video covers the process of selecting a service, choosing a staff member, and checking availability on the Outlook calendar.
It also explains how to fill in customer information and finalize the reservation.
This tutorial will help staff members efficiently manage reservations and provide a seamless booking experience for customers.
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Objectifs :
This document aims to provide a comprehensive guide on how to create a reservation for a customer, detailing the steps involved and the options available for effective booking management.
Chapitres :
-
Introduction to Reservation Creation
Creating a reservation is essential when your page is not public, a customer requires assistance, or for any other reason. This guide outlines the different methods available for making a reservation. -
Methods for Creating a Reservation
There are two primary methods to create a reservation: 1. **Using the Share Link**: - Access the share link found in the settings under the booking page. - Fill out the customer form as prompted. 2. **Using the Booking Popup Window**: - Click on the designated area to display the booking popup window. - Manually enter the start and end dates and times for the reservation. -
Selecting Services and Filling Details
To proceed with the reservation, follow these steps: - **Select a Service**: Choose the desired service from the list you have created. - **Fill in Service Details**: If you have accessed the calendar, relevant fields will be pre-filled. - **Modify Booking Information**: Click on 'more options' to adjust the booking information without altering the service itself. -
Entering Customer Information
In this section, you will enter the customer information: - **Custom Fields**: These fields were defined when you created or modified a service. Ensure all necessary information is accurately filled out. -
Employee Availability and Finalizing the Reservation
On the right side of the booking interface, you will see: - **Employee Availability**: This section displays the employees and their availability based on the selected dates and times. - **Search Field**: Use this to find a specific employee. Once all information is entered, click on 'Create a reservation' to finalize the process. -
Confirmation and Notifications
After successfully adding an appointment to the calendar: - The customer will receive an email confirmation if their email address was provided. - The employee assigned to the reservation may also receive an email notification.
FAQ :
How do I create a reservation for a customer?
To create a reservation, you can either use the share link found in the settings under the booking page or click to display the booking popup window. Fill out the customer form with the required details, select the service, and enter the start and end times.
What should I do if I need to modify a service booking?
You can modify the information of the service booking by clicking on 'more options' in the booking interface. This allows you to change details without altering the service itself.
Will customers receive confirmation of their reservations?
Yes, customers will receive an email confirmation of their reservation if you have entered their email address during the booking process.
How can I check employee availability for bookings?
Employee availability can be checked in the booking interface, where you can see the available employees based on the selected dates and times. A search field is also provided to find a specific employee.
What are custom fields in the booking process?
Custom fields are specific information fields that you can define when creating or modifying a service. They allow you to collect additional information from customers during the booking process.
Quelques cas d'usages :
Salon Appointment Booking
A hair salon can use the reservation system to allow customers to book haircuts or styling services online. By selecting a service and entering their details, customers can easily secure an appointment, while the salon can manage employee availability and send confirmation emails.
Medical Office Scheduling
A medical office can implement this booking system to allow patients to schedule appointments with doctors. The system can show available time slots, collect patient information through custom fields, and send email confirmations to both patients and doctors.
Fitness Class Reservations
A fitness center can utilize the reservation system to manage class bookings. Customers can select classes, view instructor availability, and receive confirmation emails, improving the overall customer experience and ensuring classes are not overbooked.
Consultation Services
Consultants can use the booking system to allow clients to schedule consultations. By entering their preferred times and service details, clients can easily book appointments, while consultants can manage their schedules and ensure they have the necessary information for each meeting.
Glossaire :
Reservation
A reservation is a booking made in advance for a service or appointment, ensuring that a specific time slot is allocated for the customer.
Booking Popup Window
A user interface element that allows users to enter details for a reservation, such as start and end times, directly on the website or application.
Service Details
Information related to the specific service being booked, including its description, duration, and any special requirements.
Custom Fields
User-defined fields that allow for the collection of specific information from customers when creating or modifying a service.
Employee Availability
The times and dates when employees are free to take appointments, which can be viewed by customers when making a reservation.
Email Confirmation
A notification sent via email to confirm that a reservation has been successfully made, often including details of the appointment.