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
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Objectifs :

This document aims to provide a comprehensive guide on how to add staff members to a booking service, assign roles, and manage their availability effectively.

Chapitres :

  1. Introduction
    In this guide, we will explore the process of adding staff members to a booking service. Understanding how to assign roles and manage availability is crucial for ensuring smooth operations within your booking system.
  2. Adding Staff Members
    Before assigning staff members to a service, you must first add them to the staff list of your booking page. Follow these steps to add a new member: - Navigate to the 'Staff' section to view the existing list of employees. - Click the button to add a new member. - In the pop-up window, enter the name of the person, group, or email address. - Customize their avatar color as desired.
  3. Microsoft Account Information
    You will find information about the Microsoft account associated with the new staff member. If necessary, you can change this information, which will affect the user's Office account.
  4. Assigning Permissions
    When adding a staff member, you can choose the permissions you want to grant them. The available roles include: - **Team Member**: Can manage bookings on their own calendar and availability in the booking mailbox. - **Administrator**: Has the same rights as you, allowing full access to manage settings and bookings. - **Scheduler**: Can manage bookings on the calendar and customer details but has read-only access to settings, staff, and services. - **Viewer**: Can see all bookings on the calendar but cannot modify or delete them; they have read-only access to settings. - **Guest**: Can be assigned to bookings but cannot open the booking mailbox.
  5. Email Notifications
    You can choose whether to send an email notification to the staff member when a reservation is assigned or modified. This ensures they are kept informed about their responsibilities.
  6. Linking Availability
    The next step involves linking the availability of the booking page with the staff member's personal Office calendar. This integration allows for better scheduling, ensuring that bookings are not made during personal meetings or appointments.
  7. Managing Availability
    By default, the staff member's availability will reflect the business hours initially set. However, if their working hours differ, you can manually edit these schedules: - Uncheck the default box to enable manual editing. - For example, you can add a break on Mondays from 10:00 AM to 3:00 PM or remove a full day from their schedule.
  8. Saving Changes
    Once you have completed all the necessary adjustments, click 'Save Changes.' The staff member will now be added and can be assigned to services. You can edit or delete their profile at any time if changes are needed.
  9. Conclusion
    In summary, adding staff members to your booking service involves several steps, including entering their details, assigning permissions, and managing their availability. By following this guide, you can ensure that your booking system operates efficiently and effectively.

FAQ :

How do I add a staff member to the booking system?

To add a staff member, go to the staff section of your booking page, click the add button, and enter the person's name, group, or email address.

What permissions can I assign to staff members?

You can assign various permissions such as Team Member, Administrator, Scheduler, Viewer, or Guest, each with different access rights.

Can I customize a staff member's availability?

Yes, you can customize a staff member's availability by unchecking the default business hours and manually editing their schedule.

What happens if I change a staff member's Microsoft account?

Changing a staff member's Microsoft account will affect their access to Office services linked to that account.

Will staff members receive email notifications for bookings?

You can choose whether to send email notifications to staff members when a reservation is assigned or modified.

Quelques cas d'usages :

Managing Appointments in a Salon

In a salon, staff members can be assigned to specific services like haircuts or coloring. By managing their availability and permissions, the salon can ensure that clients can book appointments with the right stylist.

Scheduling Meetings in a Corporate Environment

In a corporate setting, employees can manage their meeting schedules by linking their personal calendars to the booking system, allowing for efficient time management and avoiding double bookings.

Event Planning Coordination

For event planners, assigning different staff members to various tasks (like catering, logistics, and guest management) ensures that each aspect of the event is handled by the right person, improving overall efficiency.

Healthcare Appointment Management

In a healthcare facility, staff can manage patient appointments by assigning specific healthcare providers to services, ensuring that patients are booked with the appropriate specialist.

Educational Tutoring Services

Tutoring centers can assign tutors to specific subjects and manage their availability, allowing students to book sessions with the right tutor based on their needs.

Glossaire :

Staff Member

An individual assigned to manage or assist with services in a booking system.

Booking Page

A web interface where users can view and manage appointments and services.

Microsoft Account

An account used to access Microsoft services, which can be linked to a staff member's profile.

Permissions

Access rights granted to staff members, determining what actions they can perform within the booking system.

Team Member

A staff member who can manage their own bookings and availability.

Administrator

A staff member with full rights to manage the booking system, similar to the owner.

Scheduler

A staff member who can manage bookings and customer details but has limited access to settings.

Viewer

A staff member who can view bookings but cannot modify or delete them.

Guest

A user who can be assigned to bookings but does not have access to the booking mailbox.

Availability

The times during which a staff member is available for bookings.

Business Hours

The default working hours set for staff members, which can be customized.

résultat(s)
00:00:03
When you add a service, you must
00:00:05
assign one or more staff member to it.
00:00:07
Before assigning staff members to a service,
00:00:10
users must first be added to the
00:00:12
staff list of your booking page.
00:00:14
Under staff you can find
00:00:17
existing list of employees.
00:00:19
By clicking this button you can
00:00:21
add a new member to this list.
00:00:23
In this pop up you then have the
00:00:26
option to enter the name of a person,
00:00:29
group or e-mail address.
00:00:30
You can also customize their avatars color.
00:00:33
You'll also find information
00:00:35
about the Microsoft account
00:00:36
associated with that person.
00:00:38
You can change it if needed.
00:00:40
Note that any changes will not
00:00:42
affect the user's Office account.
00:00:45
You then choose the permissions
00:00:46
you want to give them.
00:00:48
Team member can manage bookings
00:00:50
on their own calendar and their
00:00:52
availability in the booking mailbox.
00:00:54
When adding or editing a
00:00:57
booking in their calendar.
00:00:58
They'll be assigned as staff.
00:01:01
Administrator gives them
00:01:02
the same rights as you.
00:01:04
Scheduler can manage bookings on
00:01:06
the calendar and customer details.
00:01:09
They have read only access to settings,
00:01:11
staff and services.
00:01:14
Viewer can see all the bookings
00:01:16
on the calendar,
00:01:17
but they can't modify or delete them.
00:01:20
They have read only access to settings.
00:01:23
Guest can be assigned to Bookings,
00:01:26
but they can't open the booking mailbox.
00:01:30
Then you can choose whether or not an
00:01:33
e-mail is sent to this person when a
00:01:36
reservation is assigned or modified.
00:01:38
The next box is used to link the
00:01:40
availability of the booking page
00:01:42
with the personal office calendar.
00:01:45
This lets booking short Amazon
00:01:47
available when booking if they have
00:01:49
a personal meeting or appointment.
00:01:51
The last part concerns this
00:01:54
person's availability time.
00:01:55
By default it uses the
00:01:58
business hours initially set.
00:02:00
But this person may work differently.
00:02:02
Once the box is unchecked,
00:02:04
it is possible to manually
00:02:06
edit these schedules.
00:02:07
For example,
00:02:08
you can add a break on Mondays from 10:00
00:02:11
AM to 3:00 PM or take away a full day.
00:02:23
Once completed, click Save Changes.
00:02:25
You have added a staff member who
00:02:27
can now be assigned to services.
00:02:30
You can edit or delete
00:02:32
their profile at any time.

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résultat(s)
00:00:03
Ao adicionar um serviço, você deve
00:00:05
Atribua um ou mais membros da equipe a ele.
00:00:07
Antes de atribuir membros do pessoal a um serviço,
00:00:10
os usuários devem primeiro ser adicionados ao
00:00:12
Lista de funcionários da sua página de reservas.
00:00:14
Sob a equipe você pode encontrar
00:00:17
lista existente de empregados.
00:00:19
Ao clicar neste botão você pode
00:00:21
Adicione um novo membro a esta lista.
00:00:23
Neste pop-up você tem o
00:00:26
opção para inserir o nome de uma pessoa,
00:00:29
grupo ou endereço de e-mail.
00:00:30
Você também pode personalizar a cor de seus avatares.
00:00:33
Você também encontrará informações
00:00:35
sobre a conta Microsoft
00:00:36
associado a essa pessoa.
00:00:38
Você pode alterá-lo se necessário.
00:00:40
Tenha em atenção que quaisquer alterações não serão efetuadas
00:00:42
afetam a conta do Office do utilizador.
00:00:45
Em seguida, você escolhe as permissões
00:00:46
você quer dar-lhes.
00:00:48
Membro da equipe pode gerenciar reservas
00:00:50
no seu próprio calendário e no seu
00:00:52
disponibilidade na caixa de correio de reserva.
00:00:54
Ao adicionar ou editar um
00:00:57
reserva no seu calendário.
00:00:58
Eles serão designados como funcionários.
00:01:01
O administrador dá-lhes
00:01:02
os mesmos direitos que você.
00:01:04
O Scheduler pode gerenciar reservas em
00:01:06
o calendário e os detalhes do cliente.
00:01:09
Eles têm acesso somente leitura às configurações,
00:01:11
pessoal e serviços.
00:01:14
Visualizador pode ver todas as reservas
00:01:16
no calendário,
00:01:17
mas eles não podem modificá-los ou excluí-los.
00:01:20
Eles têm acesso somente leitura às configurações.
00:01:23
O hóspede pode ser atribuído ao Bookings,
00:01:26
mas não conseguem abrir a caixa de correio de reserva.
00:01:30
Então você pode escolher se um
00:01:33
O e-mail é enviado a esta pessoa quando um
00:01:36
A reserva é atribuída ou modificada.
00:01:38
A caixa seguinte é utilizada para ligar a seringa
00:01:40
Disponibilidade da página de reserva
00:01:42
com o calendário pessoal do escritório.
00:01:45
Isso permite reservar curto Amazon
00:01:47
disponíveis no momento da reserva, se tiverem
00:01:49
uma reunião ou compromisso pessoal.
00:01:51
A última parte diz respeito a isso
00:01:54
tempo de disponibilidade da pessoa.
00:01:55
Por padrão, ele usa o
00:01:58
horário de funcionamento inicialmente definido.
00:02:00
Mas essa pessoa pode trabalhar de forma diferente.
00:02:02
Quando a caixa estiver desmarcada,
00:02:04
é possível manualmente
00:02:06
Edite essas agendas.
00:02:07
Por exemplo
00:02:08
você pode adicionar uma pausa às segundas-feiras a partir das 10:00
00:02:11
AM às 15:00 ou levar um dia inteiro.
00:02:23
Depois de concluído, clique em Salvar alterações.
00:02:25
Você adicionou um membro da equipe que
00:02:27
agora pode ser atribuído a serviços.
00:02:30
Você pode editar ou excluir
00:02:32
o seu perfil a qualquer momento.

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