Bookings - Add staff Tutorial

In this video, you will learn about adding staff to Microsoft 365. The video covers the process of adding new staff members to your Microsoft 365 account and demonstrates how to do it step by step.
This will help you efficiently manage your team and ensure that everyone has access to the necessary tools and resources.

2:36
1848 views

Available in Microsoft365

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When you add a service, you must

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assign one or more staff member to it.

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Before assigning staff members to a service,

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users must first be added to the

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staff list of your booking page.

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Under staff you can find

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existing list of employees.

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By clicking this button you can

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add a new member to this list.

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In this pop up you then have the

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option to enter the name of a person,

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group or e-mail address.

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You can also customize their avatars color.

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You'll also find information

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about the Microsoft account

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associated with that person.

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You can change it if needed.

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Note that any changes will not

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affect the user's Office account.

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You then choose the permissions

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you want to give them.

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Team member can manage bookings

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on their own calendar and their

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availability in the booking mailbox.

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When adding or editing a

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booking in their calendar.

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They'll be assigned as staff.

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Administrator gives them

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the same rights as you.

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Scheduler can manage bookings on

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the calendar and customer details.

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They have read only access to settings,

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staff and services.

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Viewer can see all the bookings

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on the calendar,

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but they can't modify or delete them.

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They have read only access to settings.

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Guest can be assigned to Bookings,

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but they can't open the booking mailbox.

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Then you can choose whether or not an

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e-mail is sent to this person when a

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reservation is assigned or modified.

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The next box is used to link the

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availability of the booking page

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with the personal office calendar.

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This lets booking short Amazon

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available when booking if they have

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a personal meeting or appointment.

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The last part concerns this

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person's availability time.

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By default it uses the

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business hours initially set.

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But this person may work differently.

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Once the box is unchecked,

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it is possible to manually

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edit these schedules.

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For example,

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you can add a break on Mondays from 10:00

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AM to 3:00 PM or take away a full day.

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Once completed, click Save Changes.

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You have added a staff member who

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can now be assigned to services.

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You can edit or delete

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their profile at any time.

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Ao adicionar um serviço, você deve

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Atribua um ou mais membros da equipe a ele.

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Antes de atribuir membros do pessoal a um serviço,

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os usuários devem primeiro ser adicionados ao

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Lista de funcionários da sua página de reservas.

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Sob a equipe você pode encontrar

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lista existente de empregados.

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Ao clicar neste botão você pode

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Adicione um novo membro a esta lista.

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Neste pop-up você tem o

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opção para inserir o nome de uma pessoa,

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grupo ou endereço de e-mail.

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Você também pode personalizar a cor de seus avatares.

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Você também encontrará informações

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sobre a conta Microsoft

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associado a essa pessoa.

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Você pode alterá-lo se necessário.

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Tenha em atenção que quaisquer alterações não serão efetuadas

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afetam a conta do Office do utilizador.

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Em seguida, você escolhe as permissões

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você quer dar-lhes.

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Membro da equipe pode gerenciar reservas

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no seu próprio calendário e no seu

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disponibilidade na caixa de correio de reserva.

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Ao adicionar ou editar um

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reserva no seu calendário.

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Eles serão designados como funcionários.

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O administrador dá-lhes

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os mesmos direitos que você.

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O Scheduler pode gerenciar reservas em

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o calendário e os detalhes do cliente.

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Eles têm acesso somente leitura às configurações,

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pessoal e serviços.

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Visualizador pode ver todas as reservas

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no calendário,

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mas eles não podem modificá-los ou excluí-los.

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Eles têm acesso somente leitura às configurações.

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O hóspede pode ser atribuído ao Bookings,

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mas não conseguem abrir a caixa de correio de reserva.

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Então você pode escolher se um

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O e-mail é enviado a esta pessoa quando um

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A reserva é atribuída ou modificada.

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A caixa seguinte é utilizada para ligar a seringa

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Disponibilidade da página de reserva

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com o calendário pessoal do escritório.

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Isso permite reservar curto Amazon

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disponíveis no momento da reserva, se tiverem

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uma reunião ou compromisso pessoal.

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A última parte diz respeito a isso

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tempo de disponibilidade da pessoa.

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Por padrão, ele usa o

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horário de funcionamento inicialmente definido.

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Mas essa pessoa pode trabalhar de forma diferente.

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Quando a caixa estiver desmarcada,

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é possível manualmente

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Edite essas agendas.

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Por exemplo

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você pode adicionar uma pausa às segundas-feiras a partir das 10:00

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AM às 15:00 ou levar um dia inteiro.

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Depois de concluído, clique em Salvar alterações.

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Você adicionou um membro da equipe que

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agora pode ser atribuído a serviços.

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Você pode editar ou excluir

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o seu perfil a qualquer momento.

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