Bookings - How to create your training reservation system Use Case

In this video, you will learn how to create your training reservation system using Microsoft Bookings.
The video covers the process of setting up a bookings calendar, adding service descriptions, and managing availability.
This will help you efficiently organize your schedule and allow customers to easily make appointments online.
With the integration of Outlook, you can avoid any availability issues and ensure a seamless experience.
By using Microsoft Bookings, you can streamline your appointment handling and stay attentive to the needs of your customers.

2:42
1580 views

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Organize

Available in Microsoft365

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Welcome to your use case

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about Microsoft bookings.

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Microsoft Bookings makes it easy to

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schedule and manage web-based appointments

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and at the same time is integrated into

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the Outlook calendar of the people

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concerned to avoid any availability issues.

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Let's start our example

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with Daniel and his company.

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He provides digital training to people

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who want to improve their Excel skills.

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Daniel worked with several trainers for whom

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it is necessary to organize their schedule.

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This organization represents a challenge.

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Will he need a person dedicated

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to making telephone appointments

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and the organization of schedules?

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With bookings.

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Daniel has found a solution to his problem.

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Daniel delegated the task to Justin.

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Who created a bookings calendar?

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So that customers could access the

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availabilities of the trainers.

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And make reservations directly online.

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Justin also added service descriptions.

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The name of the classes, the duration

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and the maximum number of people.

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All this information will make it easier

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for customers to make an appointment.

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Justin is also reassured because customers

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will only see the bookings calendar of the

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trainers and not the personal calendar.

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However, the synchronization with Outlook

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will not allow duplicate appointments

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nor give any error of availability.

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Making Justin even more comfortable

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with handling the availability.

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Justin created the Bookings calendar online.

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The trainers will receive a notification

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by e-mail and during the week.

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Just In checks the availability of each of

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the trainers and can make a few changes

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if a trainer schedule is too busy.

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Only the admin can do this.

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Justin may also possibly add

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training sessions.

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Called services in the bookings

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language according to business

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needs and requests of customers and

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can also add or remove trainers if

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necessary on the bookings page.

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Justin can change that booking conditions.

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Close the calendar to customers or

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change the time zones for international

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customers with the work review of Bookings.

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Justin can report to Daniel with a

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number of sessions given and analyze in

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depth with the Etzel synchronization.

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And the export of the sessions data

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to always be attentive of the needs

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of the customers.

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Make it easier to handle your appointments

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by offering a calendar that is faithful

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to your activity and your availability.

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Bem-vindo ao seu caso de uso

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sobre reservas da Microsoft.

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O Microsoft Bookings facilita

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Agendar e gerenciar compromissos baseados na Web

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e, ao mesmo tempo, está integrado no

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o calendário do Outlook das pessoas

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preocupados em evitar quaisquer problemas de disponibilidade.

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Vamos começar o nosso exemplo

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com Daniel e sua companhia.

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Ele fornece treinamento digital para as pessoas

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que querem melhorar suas habilidades em Excel.

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Daniel trabalhou com vários treinadores para quem

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É necessário organizar a sua agenda.

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Esta organização representa um desafio.

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Será que ele vai precisar de uma pessoa dedicada

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para marcar consultas por telefone

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e a organização dos horários?

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Com reservas.

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Daniel encontrou uma solução para o seu problema.

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Daniel delegou a tarefa a Justin.

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Quem criou um calendário de reservas?

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Para que os clientes possam aceder ao

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disponibilidades dos formadores.

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E faça reservas diretamente online.

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Justin também adicionou descrições de serviço.

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O nome das classes, a duração

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e o número máximo de pessoas.

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Toda esta informação facilitará

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para os clientes marcarem uma consulta.

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Justin também está tranquilo porque os clientes

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verá apenas o calendário de reservas do

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treinadores e não o calendário pessoal.

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No entanto, a sincronização com o Outlook

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não permitirá consultas duplicadas

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nem dar qualquer erro de disponibilidade.

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Tornar Justin ainda mais confortável

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com o tratamento da disponibilidade.

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Justin criou o calendário de reservas online.

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Os formadores receberão uma notificação

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por e-mail e durante a semana.

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Just In verifica a disponibilidade de cada um dos

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os formadores e pode fazer algumas alterações

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se a agenda de um treinador estiver muito ocupada.

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Apenas o administrador pode fazer isso.

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Justin também pode adicionar

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sessões de formação.

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Serviços chamados nas reservas

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Língua de acordo com o negócio

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necessidades e pedidos dos clientes e

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também pode adicionar ou remover treinadores se

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necessário na página de reservas.

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Justin pode alterar as condições de reserva.

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Feche o calendário aos clientes ou

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Alterar os fusos horários para Internacional

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clientes com a revisão de trabalho de Bookings.

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Justin pode reportar-se a Daniel com um

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número de sessões dadas e analisadas em

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profundidade com a sincronização Etzel.

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E a exportação dos dados das sessões

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estar sempre atento às necessidades

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dos clientes.

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Facilite o tratamento dos seus compromissos

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oferecendo um calendário fiel

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à sua atividade e à sua disponibilidade.

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RELATED COURSES This use case is part of the following courses

Microsoft Bookings Video Training - Getting Started with Microsoft Bookings

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