Bookings - Manage permissions Tutorial

In this video, you will learn how to manage access and permissions in Microsoft 365. The video covers the process of viewing who has access to your document and how it is shared with your colleagues.
You can also manage sharing links, including copying them to share again, accessing sharing information, and setting expiration dates or deleting them.
Additionally, the video demonstrates how to change access rights for both links and your employees.
This tutorial will help you effectively manage permissions in Microsoft 365, improving your document sharing and collaboration experience.

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Available in Microsoft365

Objectifs :

This video aims to guide users on how to manage permissions for booking services and staff members on a booking page, ensuring that users understand the different privacy settings and roles available.

Chapitres :

Introduction to Booking Page Management
Once you have created your booking page and added your services and staff members, it is essential to manage permissions effectively. This ensures that both customers and staff have the appropriate access to book services.
Changing Permissions for Customers and Staff
You have the option to allow customers to book services themselves or restrict this capability. To adjust these settings, navigate to the booking page and modify the privacy options. The available settings include:
Privacy Settings Explained
1. **No Self-Service**: Only you can make reservations. 2. **Available to People in Your Organization**: Only members defined by your network administrator can make reservations. 3. **Available to Anyone**: All individuals on the Internet can make reservations for staff members.
Managing Staff Permissions
You can change staff members' permissions to manage the booking page at any time. To do this, click on 'Staff' and then select the staff member whose permissions you wish to change. A popup will appear, allowing you to adjust their access.
Roles and Permissions
When managing staff permissions, you have different roles to assign: - **Administrator**: This role grants full access to manage the booking page. - **Guest**: This role provides limited access, suitable for staff who do not need to manage bookings.
Conclusion
Understanding and managing permissions on your booking page is crucial for ensuring a smooth booking process for both customers and staff. By adjusting these settings, you can enhance the user experience and maintain control over your services.

FAQ :

How do I create a booking page?

To create a booking page, follow the platform's setup instructions, which typically involve adding your services and staff members.

What are the different permission settings for the booking page?

You can set permissions for customers to book services themselves, restrict bookings to organization members only, or allow anyone on the internet to make reservations.

Can I change staff permissions after they have been set?

Yes, you can change staff permissions at any time by accessing the staff settings and adjusting their roles.

What is the difference between an administrator and a guest role?

An administrator has full control over the booking page, while a guest has limited access, typically only allowing them to view services.

What does 'no self-service' mean?

'No self-service' means that customers cannot book services on their own and must go through staff to make reservations.

Quelques cas d'usages :

Managing a Salon Booking System

A salon can use the booking page to allow customers to book hair appointments directly. By setting permissions to allow self-service, customers can choose their preferred stylist and time slot, improving customer satisfaction and reducing administrative workload.

Corporate Event Scheduling

A company can set up a booking page for internal events, allowing only employees to reserve spots. By restricting access to organization members, the company ensures that only authorized personnel can attend, enhancing security and organization.

Fitness Class Reservations

A gym can implement a booking page where members can sign up for classes. By granting staff administrator roles, they can manage class schedules and customer bookings efficiently, leading to better resource management.

Consultation Services for Professionals

A consultancy can use the booking page to allow clients to book consultations. By enabling self-service, clients can choose their preferred time slots, which streamlines the booking process and improves client engagement.

Glossaire :

Booking Page

A web page where customers can view and book services offered by a business.

Permissions

Settings that determine what actions users can perform on the booking page, such as making reservations or managing services.

Self-Service

A feature that allows customers to book services on their own without needing assistance from staff.

Privacy Settings

Options that control who can access the booking page and make reservations.

Network Administrator

A person responsible for managing the network settings and user permissions within an organization.

Administrator Role

A user role that grants full access to manage the booking page and its settings.

Guest Role

A user role with limited access, typically allowing only basic functions like viewing services.

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Once your booking page is created,

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your services and staff

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members have been added.

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You may need to change permissions whether

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from a customer or staff point of view.

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You can give customers the option

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to book services themselves or

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not by going to the booking page.

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If you change the privacy to no

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self-service only you can make reservations.

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Available to people in your organization.

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Only members defined by your network

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administrator can make reservations

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lastly available to anyone.

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All people on the Internet can make

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reservations for staff members.

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You can change their permissions

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to manage the booking page anytime.

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To do this click Staff then here in this

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popup change that staff members permissions.

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You have different rules.

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You can grant this person an

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administrator or a simple guest role.

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Assim que a sua página de reserva for criada,

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os seus serviços e pessoal

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membros foram adicionados.

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Pode ser necessário alterar as permissões se:

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do ponto de vista do cliente ou do pessoal.

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Você pode dar aos clientes a opção

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reservar eles próprios os serviços ou

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não indo para a página de reserva.

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Se alterar a privacidade para não

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self-service apenas você pode fazer reservas.

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Disponível para pessoas na sua organização.

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Apenas membros definidos pela sua rede

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administrador pode fazer reservas

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por último, disponível para qualquer pessoa.

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Todas as pessoas na Internet podem fazer

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reservas para membros do pessoal.

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Você pode alterar suas permissões

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para gerenciar a página de reserva a qualquer momento.

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Para fazer isso, clique em Staff, então aqui neste

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pop-up alterar que os membros da equipe permissões.

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Você tem regras diferentes.

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Pode conceder a esta pessoa um

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administrador ou uma simples função de convidado.

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