Outlook - Create your reservation page for appointment booking (Bookings) Video

Discover how Microsoft Bookings integrated with Outlook simplifies scheduling and managing appointments. Pin bookings to the navigation bar for easy access. Within the application, create personal or shared booking pages, customize meeting types, set availability hours, add email reminders, and share booking links efficiently with clients and team members. Learn how to manage scheduled appointments seamlessly and explore advanced features for team management!

03:17
174 views

00:00:07

appointments by sharing your availability with clients and colleagues

00:00:12

to start pin bookings to the navigation bar for easy access.

00:00:16

Click on more apps, right? Click on bookings and select pin

00:00:20

once bookings is pinned. Enter the application,

00:00:26

you will find two types of booking pages,

00:00:29

personal and shared.

00:00:32

A personal page allows you to manage and share your own availability.

00:00:36

While a shared page lets your entire team manage appointments

00:00:40

to create a personal page. Click, create a meeting type,

00:00:45

give your page a title and use categories

00:00:48

to easily identify bookings in your outlook calendar.

00:00:51

Add a description for your page,

00:00:54

choose a location or enable teams meeting depending on the type of appointment

00:00:58

and set the meeting duration.

00:01:01

Public meetings will appear on your personal booking page.

00:01:04

While private meetings require you to share the link directly

00:01:08

under schedule customization. You can set the hours available for bookings.

00:01:12

You can use your usual outlook hours or customize the hours to your preferences

00:01:18

in the advanced options.

00:01:20

You can add buffers before and after meetings,

00:01:22

set a minimum lead time before a booking can be made

00:01:25

and specify the maximum advanced scheduling time for appointments

00:01:30

to set up email reminders, select, add an email reminder,

00:01:34

set the sending time,

00:01:36

add a personalized message and save the changes.

00:01:40

Your clients will then receive reminders for scheduled appointments with you.

00:01:44

You can also set up automatic follow ups to request

00:01:47

feedback or remind clients to book their next appointment.

00:01:51

Save the set to complete the creation

00:01:56

when your page is ready.

00:01:57

Click on the share icon in the personal booking page section,

00:02:01

you have three options, copy the link and share it directly with recipients

00:02:07

share via email by drafting an accompanying message or using the default message.

00:02:14

Enter the recipient's email addresses and click send,

00:02:19

embed the link to your page and your email signature.

00:02:21

The link is automatically embedded but you can edit

00:02:24

the message or integrate it into your default signature

00:02:29

to edit the page. Click on it

00:02:31

once the modifications are made, click save,

00:02:37

users can now choose a convenient date and time and then input the required details.

00:02:46

Once the booking is confirmed, you will receive an email notification,

00:02:51

the meetings will automatically populate in your outlook calendar and can be

00:02:55

easily identified using the category set when your page was created,

00:03:00

those who have scheduled a meeting can manage it via this link,

00:03:03

giving them the ability to reschedule, cancel or make a new booking

00:03:08

for more advanced features and team management.

00:03:11

Please refer to the dedicated videos on

00:03:13

creating shared booking pages in Microsoft bookings.

Mandarine AI: CE QUI POURRAIT VOUS INTÉRESSER

RELATED COURSES This video is part of the following courses

156 Views

Microsoft Outlook Advanced Training – Master Essential Features

Elevate your Microsoft Outlook skills with our intermediate training, designed to leverage advanced features essential for effective email a...

ALL COURSES