Bookings - Add a service Tutorial

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.

2:28
1319 views

Available in Microsoft365

00:00:02

Once you've created a booking page,

00:00:05

the next step is to add services.

00:00:07

To do this, go to Services,

00:00:10

click Add New Service. In this popup,

00:00:12

provide a service name and a description.

00:00:16

Then you can enter the

00:00:18

location either on site,

00:00:20

in this case type in the address or

00:00:23

remotely via Teams by clicking here.

00:00:26

This creates a unique link per booking,

00:00:30

then specify its duration.

00:00:32

You can also activate the

00:00:35

buffer time feature here.

00:00:37

Enter the before and or After service time.

00:00:41

This way you can avoid delays,

00:00:44

the service may take longer than expected,

00:00:47

or perhaps a break between

00:00:49

reservations is needed.

00:00:50

You can then set a service price,

00:00:53

add notes and specify the maximum

00:00:56

number of attendees.

00:00:57

On the left hand menu,

00:01:00

under Availability Options,

00:01:01

define your scheduling policy.

00:01:04

Under Assigned Staff you can assign staff

00:01:07

to the service and pick a service type.

00:01:11

Note to generate this list,

00:01:13

add your users as staff members first.

00:01:17

Let's go over service types.

00:01:19

If you choose single staff,

00:01:20

appointments in the service will

00:01:22

be scheduled with a single staff.

00:01:25

If you pick multiple staff appointments in,

00:01:28

the service will be scheduled

00:01:30

when all assigned staff members

00:01:33

are together available to attend.

00:01:36

Custom fields correspond to the

00:01:38

form that the customer must fill

00:01:40

in when making an appointment.

00:01:42

You can create as many custom

00:01:44

fields as you want.

00:01:45

You can enable or disable a field

00:01:48

and make it mandatory or not.

00:01:51

The last part of the menu,

00:01:54

Notifications,

00:01:54

concerns,

00:01:54

e-mail reminders and e-mail followups,

00:01:57

the ones that are sent to the

00:01:59

customer and to your company.

00:02:02

Here you can add automatic follow

00:02:04

up emails to collect customer

00:02:06

feedback or simply remind them

00:02:09

to book their next appointment.

00:02:11

You can also activate the default

00:02:13

scheduling policy as the one

00:02:15

you set up when you initially

00:02:17

created your booking page.

00:02:19

This corresponds to the business hours.

00:02:21

You can also choose whether or not to

00:02:23

display this service on the booking page.

00:00:02

Depois de criar uma página de reserva,

00:00:05

O próximo passo é adicionar serviços.

00:00:07

Para fazer isso, vá para Serviços,

00:00:10

clique em Adicionar Novo Serviço. Neste pop-up,

00:00:12

Forneça um nome de serviço e uma descrição.

00:00:16

Em seguida, você pode inserir o

00:00:18

localização no local,

00:00:20

neste caso, digite o endereço ou

00:00:23

remotamente via Teams clicando aqui.

00:00:26

Isso cria um link exclusivo por reserva,

00:00:30

em seguida, especifique a sua duração.

00:00:32

Você também pode ativar o

00:00:35

recurso de tempo de buffer aqui.

00:00:37

Insira o tempo de serviço antes e/ou depois.

00:00:41

Desta forma, você pode evitar atrasos,

00:00:44

o serviço pode demorar mais do que o esperado,

00:00:47

ou talvez uma pausa entre

00:00:49

É necessário fazer reserva.

00:00:50

Você pode então definir um preço de serviço,

00:00:53

adicionar notas e especificar o máximo

00:00:56

número de participantes.

00:00:57

No menu do lado esquerdo,

00:01:00

em Opções de disponibilidade,

00:01:01

Defina a sua política de agendamento.

00:01:04

Em Pessoal atribuído, pode atribuir pessoal

00:01:07

para o serviço e escolha um tipo de serviço.

00:01:11

Nota para gerar esta lista,

00:01:13

Adicione seus usuários como membros da equipe primeiro.

00:01:17

Vamos analisar os tipos de serviço.

00:01:19

Se você escolher uma única equipe,

00:01:20

as marcações no serviço serão

00:01:22

ser agendado com uma única equipe.

00:01:25

Se você escolher vários compromissos de pessoal,

00:01:28

O serviço será agendado

00:01:30

quando todos os membros do pessoal atribuídos

00:01:33

estão juntos disponíveis para participar.

00:01:36

Os campos personalizados correspondem ao

00:01:38

formulário que o cliente deve preencher

00:01:40

no momento da marcação de uma consulta.

00:01:42

Você pode criar quantos personalizados

00:01:44

campos como quiser.

00:01:45

Pode ativar ou desativar um campo

00:01:48

e torná-lo obrigatório ou não.

00:01:51

A última parte do menu,

00:01:54

Notificações,

00:01:54

preocupações,

00:01:54

lembretes e acompanhamentos por e-mail,

00:01:57

os que são enviados para o

00:01:59

cliente e à sua empresa.

00:02:02

Aqui você pode adicionar o seguimento automático

00:02:04

até e-mails para coletar clientes

00:02:06

feedback ou simplesmente lembrá-los

00:02:09

para marcar a sua próxima consulta.

00:02:11

Você também pode ativar o padrão

00:02:13

política de agendamento como a única

00:02:15

você configurou quando inicialmente

00:02:17

criou a sua página de reservas.

00:02:19

Isso corresponde ao horário comercial.

00:02:21

Você também pode escolher se deseja ou não

00:02:23

Exiba este serviço na página de reserva.

DiLeaP AI: THIS MIGHT BE HELPFUL

Teams Premium - Activate the features of Teams Premium

In this video, you will learn how to activate the features of Teams Premium.
The video covers the necessary steps to fully enjoy all that Teams Premium has to offer.
It explains that Teams Premium requires an additional paid license, which must be assigned to a user in Microsoft 365 administration.
The video demonstrates how to join the admin and access the team-specific admin center, where you can manage Teams settings such as meetings, webinars, messaging, and security.
It also highlights the administration app in the Teams navigation menu, which includes a dashboard with additional settings.
To access the new features specific to Teams Premium, you can find them directly in your Teams application.
If some features don't appear, it is recommended to restart Teams and check for software updates.
Activating Teams Premium will enhance your Teams experience and provide access to advanced features.

3:48
10766 views

Outlook - How do I share a document securely with Outlook?

In this video, you will learn how to securely share a document with Outlook.
Instead of attaching the document to your email, it is safer to add it to your OneDrive or SharePoint library.
This allows you to set permissions for who can view and edit the document.
When you share the link to your document from Outlook, the permissions you set in OneDrive or SharePoint are retained.
You can easily change the sharing permissions in the attachment drop-down menu.
Regularly checking and updating the permissions ensures the safety of your document.
This tutorial will help you securely share documents using Outlook in Microsoft 365.

1:49
2902 views

Project Online - Discovering the interface

In this video, you will learn about the intelligent search feature in Microsoft 365. The video covers the search tools in Microsoft 365, including searching on your computer, using Microsoft Search, finding content and people in SharePoint, searching your emails, and more.
This will help you save time and easily find documents, information, and people within the Microsoft 365 suite.

4:51
4295 views

FindTime - Create a scheduling poll

Discover how to create a meeting poll in this video titled "Creating a scheduling poll" This resource is designed for intermediate-level learners looking for effective ways to communicate and manage their time.

You will learn how to create an interactive poll to gather opinions and preferences from meeting participants. This skill will enable you to facilitate decision-making and organize more productive meetings.

Don't miss this opportunity to enhance your communication and time management skills.

4:12
4113 views

Outlook - How do I recognize a fraudulent email?

In this video, you will learn how to recognize a fraudulent email and protect yourself from phishing attacks.
Phishing emails often mimic legitimate ones, using logos and information from reputable companies.
However, there are usually spelling errors, a haphazard layout, or inconsistencies with the company's graphic design.
Pay attention to the sender's email address, as it may not match the company's domain.
Be cautious if the sender's name consists of random letters and numbers.
Avoid clicking on links that ask you to renew your account or provide personal or banking information.
Even clicking on a link can install malware on your computer.
If you have any doubts, contact the company using secure contact information from their official website.
This knowledge will help you stay safe online and protect your personal information.

2:01
2569 views

RELATED COURSES This tutorial is part of the following courses

Microsoft Bookings Video Training - Getting Started with Microsoft Bookings

Learn about the features and benefits of Microsoft Bookings and how its booking system works.

2778 Views

ALL COURSES