Bookings - Create custom fields Tutorial
In this video, you will learn how to create custom fields in Microsoft 365. The video covers the steps to create custom fields and demonstrates how to customize them according to your specific needs.
This will help you enhance your productivity and organization within the Microsoft 365 environment.
- 1:12
- 1604 views
-
Bookings - Virtual Appointments
- 1:44
- Viewed 2002 times
-
Bookings - Make a reservation Employee]
- 1:50
- Viewed 1902 times
-
Bookings - Make a reservation [Customer]
- 1:51
- Viewed 1461 times
-
Bookings - Create custom fields
- 1:12
- Viewed 1604 times
-
Bookings - Manage permissions
- 1:03
- Viewed 1431 times
-
Bookings - Add staff
- 2:36
- Viewed 1929 times
-
Bookings - Add a service
- 2:28
- Viewed 1377 times
-
Bookings - Manage and share your booking pages
- 2:29
- Viewed 1911 times
-
Introduction to Bookings
- 1:19
- Viewed 3540 times
-
Add staff members
- 2:57
- Viewed 3051 times
-
Manage permissions
- 1:10
- Viewed 2977 times
-
Manage your availabilities
- 1:42
- Viewed 2931 times
-
Make a reservation [Staff]
- 1:55
- Viewed 2872 times
-
Create a new calendar
- 2:55
- Viewed 2831 times
-
Integrate Bookings into TEAMS
- 1:36
- Viewed 2706 times
-
Discovery of the interface
- 2:46
- Viewed 2659 times
-
Make a reservation [Customer]
- 2:13
- Viewed 2625 times
-
Publish your Booking page
- 2:54
- Viewed 2536 times
-
Create custom fields
- 1:21
- Viewed 2492 times
-
Add a service
- 2:03
- Viewed 2467 times
-
Interface Discovery
- 2:20
- Viewed 2217 times
-
Create a new shared booking page
- 2:32
- Viewed 2090 times
-
Virtual Appointments
- 1:44
- Viewed 2002 times
-
Add staff
- 2:36
- Viewed 1929 times
-
Manage and share your booking pages
- 2:29
- Viewed 1911 times
-
Make a reservation Employee]
- 1:50
- Viewed 1902 times
-
Make a reservation [Customer]
- 1:51
- Viewed 1461 times
-
Manage permissions
- 1:03
- Viewed 1431 times
-
Add a service
- 2:28
- Viewed 1377 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 59 times
-
Create slide content and save the template
- 4:50
- Viewed 3547 times
-
Customize colors and save the theme
- 4:45
- Viewed 3531 times
-
Create a template from a presentation
- 3:09
- Viewed 3333 times
-
Customize the design and layouts
- 5:06
- Viewed 3324 times
-
Create and modify a group
- 2:19
- Viewed 3231 times
-
Viewing and configuring notifications
- 0:53
- Viewed 3040 times
-
Set up your presentation
- 1:45
- Viewed 2907 times
-
Create a profile
- 1:06
- Viewed 2815 times
-
Setting your working hours
- 0:43
- Viewed 2660 times
-
Create custom fields
- 1:21
- Viewed 2492 times
-
Manage your profile privacy settings
- 1:01
- Viewed 2470 times
-
Collections
- 3:53
- Viewed 2455 times
-
Set up widgets
- 1:28
- Viewed 2353 times
-
How to Manage Specific Settings
- 2:03
- Viewed 2331 times
-
Change the theme of your Office portal
- 0:33
- Viewed 2274 times
-
Change your profile picture
- 1:09
- Viewed 2195 times
-
Manage language and time zone
- 0:52
- Viewed 2020 times
-
Define your status message
- 2:13
- Viewed 2003 times
-
Make your work environment attractive
- 1:44
- Viewed 1959 times
-
Dark Theme
- 1:02
- Viewed 1927 times
-
Turning web pages into notes
- 2:49
- Viewed 1894 times
-
Set up a period of quiet and focus
- 2:11
- Viewed 1832 times
-
Move or delete items
- 2:11
- Viewed 1822 times
-
Change your password
- 0:36
- Viewed 1769 times
-
Plan a meeting based on a conversation
- 1:28
- Viewed 1552 times
-
Synchronize only one channel
- 0:56
- Viewed 1482 times
-
Customize notifications
- 2:05
- Viewed 1420 times
-
Schedule private or team meetings
- 2:17
- Viewed 1393 times
-
Manage or edit transcripts and captions
- 0:54
- Viewed 1370 times
-
Add channels and tabs
- 1:40
- Viewed 1365 times
-
Pin a channel to your favorites
- 1:04
- Viewed 1358 times
-
Presentation of different tools in a meeting
- 1:47
- Viewed 1348 times
-
Automatically record a meeting
- 1:12
- Viewed 1323 times
-
Edit photo in Teams
- 0:42
- Viewed 1228 times
-
Share content in meetings
- 2:44
- Viewed 1061 times
-
Chancing Your Status
- 0:40
- Viewed 1061 times
-
Use a background image during a video call
- 1:19
- Viewed 987 times
-
Isolate a conversation window
- 0:50
- Viewed 954 times
-
Use and co-edit files
- 2:06
- Viewed 948 times
-
Disabling Conversation Notifications
- 0:27
- Viewed 947 times
-
Enabling Mobile Notifications
- 1:28
- Viewed 920 times
-
Schedule Message Delivery
- 0:58
- Viewed 886 times
-
Use Commands and Keyboard Shortcuts
- 1:29
- Viewed 734 times
-
Use Viva Insights in Conversations
- 0:53
- Viewed 723 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 719 times
-
Add and Explore Workflows
- 1:35
- Viewed 685 times
-
Set Up Monitoring in a Channel with an RSS Feed
- 0:48
- Viewed 671 times
-
Manage Conversation Options
- 1:35
- Viewed 652 times
-
Customize the Display of the Function Panel
- 0:45
- Viewed 636 times
-
Edit, Delete a Share
- 02:16
- Viewed 213 times
-
Search for Documents
- 01:31
- Viewed 197 times
-
Add a third-party application
- 02:40
- Viewed 66 times
-
Automate Routine Actions
- 02:19
- Viewed 48 times
-
Display Three Time Zones
- 01:52
- Viewed 44 times
-
Make Your Outlook Signature Accessible
- 01:12
- Viewed 43 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 37 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 18 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 17 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 11 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 20 times
-
Use the narrative Builder
- 01:31
- Viewed 27 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 26 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 28 times
-
Share a document with copilot
- 00:36
- Viewed 24 times
-
Configurate a page with copilot
- 01:47
- Viewed 31 times
-
Use Copilot with Right-Click
- 00:58
- Viewed 25 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 44 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 42 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 56 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 82 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 82 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 84 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 81 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 36 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 87 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 45 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 44 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 107 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 37 times
-
Share Power Automate Flows
- 02:20
- Viewed 37 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 37 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 48 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 40 times
-
Add Conditional “Switch” Actions in Power Automate
- 03:58
- Viewed 59 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 40 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 81 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 83 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 85 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 77 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 56 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 31 times
-
Discover the “Build Space”
- 02:26
- Viewed 36 times
-
The Power Automate Mobile App
- 01:39
- Viewed 36 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 42 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 35 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 40 times
-
Access Power Automate for the Web
- 01:25
- Viewed 42 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 44 times
-
Add a third-party application
- 02:40
- Viewed 66 times
-
Send a survey or questionnaire by email
- 02:06
- Viewed 51 times
-
Collaborate directly during an event with Microsoft Loop and Outlook
- 02:01
- Viewed 59 times
-
Create a collaborative email with Microsoft Loop and Outlook
- 02:30
- Viewed 54 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 44 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 59 times
-
Share a document securely with Outlook
- 02:21
- Viewed 53 times
-
Block a sender
- 01:54
- Viewed 68 times
-
Identify a fraudulent email
- 02:06
- Viewed 46 times
-
Prevent transfer for a meeting
- 01:19
- Viewed 47 times
-
Prevent the forwarding of an email
- 01:01
- Viewed 42 times
-
Protect an email by encrypting
- 01:10
- Viewed 43 times
-
Provide an overview of best security practices in Outlook
- 01:08
- Viewed 38 times
-
Recover deleted items
- 01:09
- Viewed 110 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 56 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 40 times
-
Use a Shared Mailbox
- 01:18
- Viewed 62 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 48 times
-
Send Emails on Behalf of Someone Else
- 01:13
- Viewed 58 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 43 times
-
Calendar Delegation Setup
- 01:21
- Viewed 62 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 106 times
-
Making changes to a text
- 00:38
- Viewed 45 times
-
Consult the adoption of Copilot through Viva Insights
- 00:52
- Viewed 62 times
-
Search from emails with Copilot
- 00:53
- Viewed 268 times
-
Using Copilot in OneNote with Right-Click
- 01:21
- Viewed 46 times
-
Organizing OneNote with Copilot
- 00:46
- Viewed 55 times
-
Tracking changes in a Loop page with Copilot
- 01:16
- Viewed 53 times
-
Summarizing a Loop Page with Copilot
- 00:55
- Viewed 48 times
-
Generating Loop Content with Copilot
- 01:18
- Viewed 46 times
-
Send invitations or reminders with Copilot
- 00:53
- Viewed 77 times
-
Generate formulas from a concept
- 01:02
- Viewed 50 times
-
Analyzing a OneDrive file with Copilot
- 01:25
- Viewed 52 times
-
Analyzing multiple OneDrive documents with Copilot
- 01:01
- Viewed 70 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 79 times
-
Respond to a Meeting Poll
- 01:30
- Viewed 61 times
-
Create a Meeting Poll
- 02:48
- Viewed 48 times
-
Display Three Time Zones
- 01:52
- Viewed 44 times
-
View Other Calendars
- 00:50
- Viewed 38 times
-
Open a Shared Calendar
- 01:29
- Viewed 50 times
-
Share Your Calendar
- 01:54
- Viewed 62 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 41 times
-
Use the Immersive Reader Feature
- 01:33
- Viewed 44 times
-
Dictate Your Email to Outlook
- 01:35
- Viewed 48 times
-
Translate Emails in Outlook
- 01:32
- Viewed 44 times
-
Make Your Outlook Signature Accessible
- 01:12
- Viewed 43 times
-
Add Accessible Tables and Lists
- 02:32
- Viewed 63 times
-
Improve the Accessibility of Images in Emails
- 01:18
- Viewed 43 times
-
Improve Email Accessibility
- 02:02
- Viewed 46 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 43 times
-
Prepare for Time Out of Office (Viva Insights)
- 02:08
- Viewed 52 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 37 times
-
Delay Email Delivery
- 01:10
- Viewed 54 times
-
Use Conversation View
- 01:47
- Viewed 46 times
-
Clean Up Your Inbox
- 01:18
- Viewed 66 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 223 times
-
Use Categories
- 02:51
- Viewed 45 times
-
Easily Sort Your Mails
- 01:38
- Viewed 48 times
-
Automate Routine Actions
- 02:19
- Viewed 48 times
-
Create an Email Template
- 01:40
- Viewed 59 times
-
Create a task from a message
- 02:00
- Viewed 97 times
-
Share a task list
- 03:10
- Viewed 96 times
-
Create a task or reminder
- 01:50
- Viewed 100 times
-
Task Module Overview
- 01:56
- Viewed 107 times
-
Manage Teams online meeting options
- 01:56
- Viewed 94 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 126 times
-
Create a reminder for yourself
- 01:59
- Viewed 100 times
-
Respond to a meeting
- 01:00
- Viewed 105 times
-
Create an appointment or meeting
- 01:44
- Viewed 109 times
-
Create different types of events
- 01:46
- Viewed 96 times
-
Edit and customize views
- 01:55
- Viewed 124 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 115 times
-
Search options
- 01:23
- Viewed 93 times
-
Sort and filter emails
- 02:51
- Viewed 101 times
-
Request a Read Receipt or Delivery Confirmation
- 02:01
- Viewed 151 times
-
The Bcc Field in Detail
- 01:53
- Viewed 99 times
-
Save and Print a Message
- 01:48
- Viewed 109 times
-
Insert Elements in Emails (Tables, Charts, Images)
- 02:49
- Viewed 131 times
-
Attach files efficiently in Outlook
- 02:20
- Viewed 109 times
-
Process an incoming message
- 01:53
- Viewed 89 times
-
Send an Email and Create a Draft in Outlook
- 03:10
- Viewed 108 times
-
Organize into Folders
- 01:57
- Viewed 113 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 102 times
-
Create and add a signature to messages
- 01:26
- Viewed 110 times
-
Manage new message notifications
- 01:40
- Viewed 94 times
-
Change the default font of your emails
- 01:05
- Viewed 104 times
-
Manage Views
- 02:36
- Viewed 87 times
-
Add and manage multiple accounts on Outlook
- 01:24
- Viewed 140 times
-
Explore the Interface
- 03:22
- Viewed 94 times
-
Introduce the new version of Outlook
- 02:01
- Viewed 98 times
-
Survey Consumer Satisfaction Panel with ChatGPT
- 01:55
- Viewed 203 times
-
Enhance Your Product on Social Media with ChatGPT
- 02:13
- Viewed 221 times
-
Write a Product Description with ChatGPT
- 02:30
- Viewed 193 times
-
Structure Your Product Launch Project
- 01:51
- Viewed 217 times
-
Initiate a Market Research Study with ChatGPT
- 02:08
- Viewed 173 times
-
Manage Storage Space
- 02:08
- Viewed 217 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 207 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 222 times
-
Make a File Request
- 01:24
- Viewed 226 times
-
Restore Your OneDrive Space
- 01:42
- Viewed 217 times
-
Find All Shares from the Same Person
- 01:08
- Viewed 227 times
-
Modify Sharing Rules
- 00:53
- Viewed 227 times
-
Check Granted Shares
- 00:48
- Viewed 208 times
-
Protect My Document with a Password and Expiration Date
- 01:02
- Viewed 227 times
-
Avoid Abusive Document Sharing
- 00:57
- Viewed 198 times
-
Best Security Practices on OneDrive
- 01:27
- Viewed 224 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 223 times
-
Search for Documents
- 01:31
- Viewed 197 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 236 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 219 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 215 times
-
Edit, Delete a Share
- 02:16
- Viewed 213 times
-
Share and Collaborate OneDrive
- 02:45
- Viewed 218 times
-
Power and Manage OneDrive
- 01:36
- Viewed 211 times
-
What is OneDrive ?
- 01:14
- Viewed 318 times
-
Personality and tone for a realistic rendering
- 01:18
- Viewed 308 times
-
Format and example for optimal results
- 01:50
- Viewed 309 times
-
The importance of context in your requests
- 01:44
- Viewed 312 times
-
Precise task in conversational AI
- 01:55
- Viewed 316 times
-
Basics of prompting with conversational AI
- 02:29
- Viewed 325 times
-
What is a prompt ?
- 01:14
- Viewed 313 times
-
Survey Consumer Satisfaction Panel
- 02:38
- Viewed 386 times
-
Promote Your Product on Social Networks with Copilot
- 02:41
- Viewed 337 times
-
Write a Product Description with Copilot
- 02:36
- Viewed 382 times
-
Structure Your Product Launch Project
- 02:15
- Viewed 378 times
-
Initiate a Market Study with Copilot
- 03:15
- Viewed 378 times
Objectifs :
This video aims to guide users on how to add custom fields to service reservations, allowing for the collection of additional information from customers during the booking process.
Chapitres :
-
Introduction to Custom Fields in Reservations
When customers make a reservation, they are required to fill out mandatory fields that you defined during the service creation process. However, you may want to gather additional information from your customers. This guide will walk you through the steps to add custom fields to your service reservations. -
Accessing the Service Edit Menu
To begin adding custom fields, navigate to the 'Services' section. Here, you can select any existing service that you wish to modify. Once selected, click on 'Edit Service' to open the editing options. -
Adding Custom Fields
In the popup that appears after clicking 'Edit Service', locate and click on 'Custom Fields'. At the bottom of this section, you will find the option to 'Add a custom field'. -
Choosing the Field Type
You will need to select the type of custom field you want to create. There are two main options: - **Text Question**: This allows you to ask a direct question, enabling you to gather specific information from the customer. - **Drop Down Question**: This option displays a question along with a list of answers in a dropdown menu. You will enter your question and then add the possible options for the customer to select from. -
Saving and Activating the Custom Field
After you have configured your custom field, click on 'Save changes' to create it. Once the field is created, you have the option to activate it and mark it as mandatory if necessary, ensuring that customers must provide the information before completing their reservation. -
Conclusion
By following these steps, you can effectively gather additional information from customers during the reservation process. This not only enhances the booking experience but also allows you to tailor your services to better meet customer needs.
FAQ :
What are mandatory fields in a reservation?
Mandatory fields are the required fields that customers must fill out when booking a reservation. These fields are set by the service provider during the service creation process.
How can I add custom fields to my reservation service?
To add custom fields, go to the Services section, select an existing service, click on Edit Service, then navigate to Custom Fields. From there, you can click Add a custom field and choose the type of field you want.
What types of custom fields can I create?
You can create Text Questions, which require written responses, or Drop Down Questions, which allow customers to select from a list of predefined answers.
Can I make custom fields mandatory?
Yes, once you create a custom field, you can activate it and mark it as mandatory if you want customers to fill it out before completing their reservation.
What should I do after adding a custom field?
After adding a custom field, make sure to click on Save Changes to ensure that your modifications are stored and applied to the reservation process.
Quelques cas d'usages :
Collecting Dietary Preferences for Event Reservations
A catering service can use custom fields to ask customers about their dietary preferences when booking an event. By adding a Drop Down Question with options like 'Vegetarian', 'Vegan', and 'Gluten-Free', the service can ensure that all guests' needs are met.
Gathering Special Requests for Hotel Bookings
A hotel can implement custom fields to collect special requests from guests, such as room preferences or additional amenities. By using Text Questions, the hotel can gather detailed information to enhance the guest experience.
Enhancing Customer Feedback for Reservations
A restaurant can add custom fields to reservation forms to solicit feedback on customer experiences. By including a Text Question asking for comments or suggestions, the restaurant can gather valuable insights to improve service.
Streamlining Group Bookings for Tours
A tour company can use custom fields to collect information about group sizes and specific interests from customers booking tours. This can be done through a combination of Drop Down Questions and Text Questions to tailor the tour experience.
Improving Event Planning with Client Information
An event planner can utilize custom fields to gather detailed information about clients' needs and preferences when booking services. This can include Text Questions for specific requests and Drop Down Questions for selecting service options.
Glossaire :
Mandatory Fields
Fields that must be filled out by customers when making a reservation. These fields are defined by the service provider during the creation of the service.
Custom Fields
Additional fields that can be added to a reservation form to collect extra information from customers beyond the mandatory fields.
Text Question
A type of custom field that allows the service provider to ask a direct question, requiring a written response from the customer.
Drop Down Question
A type of custom field that presents a question along with a list of possible answers in a drop-down menu format, allowing customers to select one option.
Save Changes
An action that confirms and stores any modifications made to the service or custom fields.