Bookings - Add a service Video

In this video, you will learn how to add a service in Microsoft 365. The video covers the steps to add a new service to your Microsoft 365 subscription, allowing you to enhance your productivity and access additional features.
This will help you make the most out of your Microsoft 365 eLearning experience and improve your SEO visibility.

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Once you've created a booking page,

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the next step is to add services.

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To do this, go to Services,

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click Add New Service. In this popup,

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provide a service name and a description.

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Then you can enter the

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location either on site,

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in this case type in the address or

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remotely via Teams by clicking here.

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This creates a unique link per booking,

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then specify its duration.

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You can also activate the

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buffer time feature here.

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Enter the before and or After service time.

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This way you can avoid delays,

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the service may take longer than expected,

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or perhaps a break between

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reservations is needed.

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You can then set a service price,

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add notes and specify the maximum

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number of attendees.

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On the left hand menu,

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under Availability Options,

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define your scheduling policy.

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Under Assigned Staff you can assign staff

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to the service and pick a service type.

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Note to generate this list,

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add your users as staff members first.

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Let's go over service types.

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If you choose single staff,

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appointments in the service will

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be scheduled with a single staff.

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If you pick multiple staff appointments in,

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the service will be scheduled

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when all assigned staff members

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are together available to attend.

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Custom fields correspond to the

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form that the customer must fill

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in when making an appointment.

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You can create as many custom

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fields as you want.

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You can enable or disable a field

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and make it mandatory or not.

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The last part of the menu,

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Notifications,

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concerns,

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e-mail reminders and e-mail followups,

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the ones that are sent to the

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customer and to your company.

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Here you can add automatic follow

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up emails to collect customer

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feedback or simply remind them

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to book their next appointment.

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You can also activate the default

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scheduling policy as the one

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you set up when you initially

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created your booking page.

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This corresponds to the business hours.

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You can also choose whether or not to

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display this service on the booking page.

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Depois de criar uma página de reserva,

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O próximo passo é adicionar serviços.

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Para fazer isso, vá para Serviços,

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clique em Adicionar Novo Serviço. Neste pop-up,

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Forneça um nome de serviço e uma descrição.

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Em seguida, você pode inserir o

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localização no local,

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neste caso, digite o endereço ou

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remotamente via Teams clicando aqui.

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Isso cria um link exclusivo por reserva,

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em seguida, especifique a sua duração.

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Você também pode ativar o

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recurso de tempo de buffer aqui.

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Insira o tempo de serviço antes e/ou depois.

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Desta forma, você pode evitar atrasos,

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o serviço pode demorar mais do que o esperado,

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ou talvez uma pausa entre

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É necessário fazer reserva.

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Você pode então definir um preço de serviço,

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adicionar notas e especificar o máximo

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número de participantes.

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No menu do lado esquerdo,

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em Opções de disponibilidade,

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Defina a sua política de agendamento.

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Em Pessoal atribuído, pode atribuir pessoal

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para o serviço e escolha um tipo de serviço.

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Nota para gerar esta lista,

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Adicione seus usuários como membros da equipe primeiro.

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Vamos analisar os tipos de serviço.

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Se você escolher uma única equipe,

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as marcações no serviço serão

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ser agendado com uma única equipe.

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Se você escolher vários compromissos de pessoal,

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O serviço será agendado

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quando todos os membros do pessoal atribuídos

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estão juntos disponíveis para participar.

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Os campos personalizados correspondem ao

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formulário que o cliente deve preencher

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no momento da marcação de uma consulta.

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Você pode criar quantos personalizados

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campos como quiser.

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Pode ativar ou desativar um campo

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e torná-lo obrigatório ou não.

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A última parte do menu,

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Notificações,

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preocupações,

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lembretes e acompanhamentos por e-mail,

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os que são enviados para o

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cliente e à sua empresa.

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Aqui você pode adicionar o seguimento automático

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até e-mails para coletar clientes

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feedback ou simplesmente lembrá-los

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para marcar a sua próxima consulta.

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Você também pode ativar o padrão

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política de agendamento como a única

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você configurou quando inicialmente

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criou a sua página de reservas.

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Isso corresponde ao horário comercial.

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Você também pode escolher se deseja ou não

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Exiba este serviço na página de reserva.

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