Bookings - Make a reservation Employee] Video

In this video, you will learn how to make a reservation as an employee using Microsoft 365. The video covers the process of selecting a service, choosing a staff member, and checking their availability on the Outlook calendar.
It also demonstrates how to fill in customer information and finalize the reservation.
This tutorial will help you efficiently manage reservations and provide a seamless booking experience for your customers.

1:50
1810 views

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If your page is not in public mode,

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or if a customer needs help,

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whatever the reason may be,

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you can create a reservation yourself.

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Several solutions are available to you.

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The first is to use the

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share link as a reminder.

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You will find it under the

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Booking page tab on your left.

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You must then fill out the customer form.

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Alternatively you can either click

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here to display the booking pop up.

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In this case you will have to enter

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the day the start and end times

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manually or directly in your calendar.

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Select the desired date and time slot.

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Start by selecting the service here

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from the list of services you created.

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Then you fill in the service details.

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If you went through the calendar,

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these fields are already filled in.

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By clicking on More Options you can

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change the service information.

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Please note that these changes are made on

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this booking and not on the service itself.

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Here you have the option to add a

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follow up e-mail to collect feedback

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from your customers or remind them

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to book their next appointment.

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Next, enter the customer information.

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This is the custom fields part that you

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defined when creating or editing the service.

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Finally,

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the right section shows you the

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employees and their availability on

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the dates and times you selected.

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A search box allows you to search

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for a specific employee,

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then click on Create Booking.

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The appointment is added to the calendar.

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Customers receive a confirmation e-mail

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if you have entered their e-mail address.

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The employee assigned to this

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reservation can also receive an e-mail.

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Se a sua página não estiver no modo público,

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ou se um cliente precisar de ajuda,

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seja qual for o motivo,

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Você mesmo pode criar uma reserva.

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Várias soluções estão disponíveis para você.

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A primeira é utilizar a seringa

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link de compartilhamento como um lembrete.

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Você vai encontrá-lo sob o

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Guia da página de reserva à esquerda.

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Em seguida, deve preencher o formulário de cliente.

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Como alternativa, você pode clicar em

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aqui para exibir o pop-up de reserva.

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Neste caso, terá de entrar

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o dia, os horários de início e fim

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manualmente ou diretamente no seu calendário.

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Selecione a data e o intervalo de tempo desejados.

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Comece por selecionar o serviço aqui

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da lista de serviços que criou.

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Em seguida, preencha os detalhes do serviço.

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Se você passou pelo calendário,

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Estes campos já estão preenchidos.

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Ao clicar em Mais Opções pode

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Altere as informações do serviço.

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Tenha em atenção que estas alterações são feitas em

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esta reserva e não no serviço em si.

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Aqui você tem a opção de adicionar um

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Acompanhe o e-mail para coletar feedback

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dos seus clientes ou lembrá-los

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para marcar a sua próxima consulta.

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Em seguida, insira as informações do cliente.

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Esta é a parte de campos personalizados que você

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definido ao criar ou editar o serviço.

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Por fim,

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A secção direita mostra-lhe o

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funcionários e sua disponibilidade em

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as datas e horas selecionadas.

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Uma caixa de pesquisa permite-lhe pesquisar

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para um empregado específico,

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em seguida, clique em Criar reserva.

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O compromisso é adicionado ao calendário.

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Os clientes recebem um e-mail de confirmação

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se você inseriu o endereço de e-mail deles.

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O funcionário designado para isso

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reserva também pode receber um e-mail.

DiLeaP AI: THIS MIGHT BE HELPFUL

Bookings - Make a reservation [Staff]

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.

1:55
2799 views

Bookings - Manage your availabilities

In this video, you will learn how to manage your availabilities using Microsoft Bookings.
The video covers the process of creating a bookings calendar, adding service descriptions, and synchronizing with Outlook to avoid availability conflicts.
This will help you handle your appointments more efficiently by offering a calendar that is faithful to your activity and availability.

1:42
2852 views

Bookings - Introduction to Bookings

In this video, you will learn about Microsoft Bookings and how it can simplify your booking system.
The video covers various topics, including creating a booking calendar, managing and sharing the calendar, integrating Bookings with Microsoft Teams, and using custom fields.
This will help you save time, optimize your staff's calendar, and provide your customers with a user-friendly booking experience.

1:19
3439 views

Bookings - Create a new shared booking page

In this video, you will learn how to create a new shared booking page using Microsoft 365. The video covers the steps to give your booking page a name, add your company's business hours, invite staff members, assign different roles, set up a service, and choose a booking policy.
This will help you efficiently manage appointments and share your booking page with others.

2:32
1977 views

Outlook - Create an appointment

In this video, you will learn how to create an appointment in Outlook using Microsoft 365. The video covers the steps to create a new appointment, including entering the subject, location, start and end times, and a detailed description if desired.
It also explains how to indicate your availability and set reminders.
Additionally, the video demonstrates how to classify the appointment into a category and make it private.
This tutorial will help you effectively manage your personal or business calendar in Outlook.

1:56
2483 views

Bookings - Make a reservation Employee] Video

DiLeaP AI: THIS MIGHT BE HELPFUL

Bookings - Make a reservation [Staff]

Bookings - Manage your availabilities

Bookings - Introduction to Bookings

Bookings - Create a new shared booking page

Outlook - Create an appointment

RELATED COURSES This video is part of the following courses

Microsoft Bookings Video Training - Getting Started with Microsoft Bookings