Sync staff’s personal calendar with Microsoft Bookings
Note: Bookings is turned on by default for customers who have the Office 365 Business Premium, or Office 365 Education A3 and A5 subscriptions. Bookings is also available to customers who have Office 365 Enterprise E3 and E5, but it is turned off by default. To turn it on, see Get access to the Office 365 business apps for enterprise subscriptions.
Having problems syncing your staff’s calendars? Check out Troubleshoot: This staff member’s calendar can’t be synced for solutions.
Sync work calendars to Bookings
To sync a user’s personal Office 365 work calendar with Bookings, you’ll need to turn this on for each staff member from the Staff page in Bookings. You also have to be the Bookings calendar admin to make this change.
Note: You can only sync calendars for users who have an Office 365 work account within your Office 365 organization. You can’t use an external calendar, such as Outlook.com.
- From the Office 365 app launcher, select Bookings.
- Go to the Staff page.
- Select the staff member whose calendar you want to sync with Bookings.
- In the Availability section, select Events on personal calendar affect availability, and then click Save.
As a business owner, you know that scheduling appointments with customers can take a lot of your time. Sending emails back and forth, playing phone tag and reminding people to show up can clutter your day and keep you from the more important work of growing your business. To help make appointment scheduling simpler and more efficient for you, your staff and your customers, we’re introducing a new Office 365 service called Microsoft Bookings.
Customers can schedule your business directly online
Bookings provides your business a unique web page that your customers can use to schedule appointments, even when you’re not around to pick up the phone or respond to an email. The web page is simple to use: the customer first selects the service they want and, based on availability you provide, chooses a day and time when you or one of your staff is available, enters their contact information and books the appointment.
The web page looks great on both larger screens and mobile devices. It’s easy to link to your scheduling page from an email that you send to customers or from your business’s website or Facebook page.
Customers can book with your business from any device.
Reduce missed appointments with confirmations and reminders
When a customer doesn’t show up for an appointment, it can mean wasted time and money for you. To reduce no- shows, Bookings sends your customer an email confirmation right after they book, with an option to quickly add the appointment to their calendar. But we all know how busy people can get. So to help customers remember to show up, Bookings allows you to set up a reminder email, which is sent based on how much notice you want to give before the appointment.
Make it easy for your customers to reschedule or cancel bookings
Sometimes your customers need to reschedule or cancel a booking they’ve made. With Bookings, it’s easy for them to make a self-service change. They simply click the link in the confirmation email or the appointment in their calendar, which then takes them back to the scheduling web page where they can pick a different day and time or cancel the appointment. Want to avoid last minute cancellations? No problem. You can control how much advance notice is required, whether it’s one hour or one week.
Your customers can easily reschedule or cancel the booking.
Manage bookings and customer information from anywhere
All customer bookings are visible in a centralized booking calendar, giving you a complete view of upcoming appointments. You can reschedule, cancel or re-assign an existing booking to another available staff member. You can also quickly create a new booking if you’re talking with a customer in-person or on the phone and use the day “split view” to quickly see which staff is available at a given time.
Bookings provides a clear view of your staff’s daily schedule on the web and mobile.
Bookings also provides you with a customer list to help stay in touch with your customers. Each time a customer creates a booking using your scheduling page (or you create one for them in your booking calendar), Bookings automatically creates a contact for them in your Customers list inside Bookings.
You can manage all of these capabilities on the web, with easy access from the Office 365 navigation bar. For those times when you’re out of the office, in the coming months Bookings will have a mobile app that lets you manage your bookings or contact your customers with a few taps.
Get appointment details and customer information in the Bookings app.
Automatically add bookings on staff calendars
Your customers aren’t the only ones who can forget appointments, so Bookings automatically adds new or updated customer appointments on your calendar or your staff’s calendars. Bookings works great with your Outlook calendar in Office 365. If you or your staff use an Outlook.com or Google calendar, no problem—it integrates with those calendars as well.
You work to grow your business; we want to grow with you
You work hard to build your business, and as your company expands, Bookings grows with you. You can create different booking pages and easily add new staff members as your workforce grows. There is no additional cost for creating multiple booking pages, and additional staff members aren’t required to have Office 365 subscriptions.
How to get Bookings
Bookings is now rolling out in First Release to customers who subscribe to the Office 365 Business Premium plan and will roll out to all Business Premium customers worldwide in the coming months. Once it rolls out, anyone with an Office 365 Business Premium subscription can access Bookings in the app launcher within the Office 365 web experience. Bookings doesn’t require your business email to be routed through Office 365, so you can keep using your current business email service with no changes.
To get started, sign in to Office 365, open Bookings from the app launcher and then click the Get it now button. You’ll need to provide a bit of information about your business and the services you want your customers to book. After that, just click the Save and publish button in the booking page tab to publish your scheduling web page. Your customers will now be able to start booking appointments with your business. It’s that easy!
We hope Bookings will free up time for you to grow your business, help you reduce missed appointments and no-shows and keep you on top of your business wherever you are. As you use Bookings, please tell us what you think by providing feedback in the Bookings home page.
Gyakran Ismételt Kérdések
K. Hogyan menedzselem az időpontjaimat, amikor nem vagyok az irodában? w do I manage the appointments while I am away from the office?
V. Az időpont foglaló rendszer rendelkezik mobil telefonra telepíthető applikációval, így az arra jogosult felhasználók bármikor bárhonnan menedzselhetik és láthatják a lefoglalt időpontokat, illetve az azokhoz tartozó ügyfél információkat.
K. Az ügyfeleim látni fogják a személyes vagy céges naptáramat?
V. Nem. Ügyfelei csak azokat az időpont foglaló naptárakat fogják látni, amiket Ön online közzétesz. Ön állíthatja be a foglalható szolgáltatásokat, időpontokat és opcionálisan azt, hogy mely kollégák végzik a szolgáltatásokat, és az időpont foglaló naptárban mindösze ezek látszanak.
K. Az ügyfeleimnek le kell tölteniük valamilyen applikációt, hogy időpontot foglalhassanak?
V. Nem. Ügyfelei hozzáférhetnek az Ön web-alapú foglalási oldalához akár egy mobil, tablet, laptop, vagy asztali számítógép használatával egy böngészőn keresztül.
Simplify how customers schedule and manage appointments.
Designed for small businesses.
Your customers will love the flexibility, convenience, and control they get with Bookings. They can visit your booking page whenever they want, book the time and service they need, get a confirmation email and calendar invitation, and reschedule or cancel if they must. For customers who prefer to book by calling you, simply enter their appointment details and Bookings sends all confirmations and reminders.
Bookings gives you a fast, easy alternative to time-consuming, frustrating phone-scheduling. An easy-to-set-up, customizable webpage lets your customers find available times and book appointments 24/7. You get a private calendar for managing your schedule and automatic confirmations and reminders that save time.
Missed appointments are bad for business. Decrease your no-shows with automatic reminders for customers and staff. Appointments appear on staff calendars as soon as they’re made and are updated automatically. Customers can add your appointments to their personal calendars and reschedule or cancel them with just a few clicks. So everyone knows where they need to be, and when.
Manage appointments anywhere
Need to contact a customer about an appointment or reschedule on the fly? With the Bookings mobile app, you have full access to your customer, staff, and calendar info where and when you need it. Use the app to email, call, or text customers or create a new appointment with a few taps.
“I’ve found that Bookings has added an extra layer of professionalism to my practice.”
-Miriam Kroschel, Owner, Kroschel Accounting Services, PLLC
Online scheduling your customers will love
Meet the other new business apps from Office 365
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Create great-looking invoices quickly and easily, so you can get paid fast.
Attract and retain customers with simple-to-use email marketing.
Report and automatically log your mileage from the palm of your hand.
Learn how to manage business apps centrally from the Office 365 Business center.
Get it all with Office 365 Business Premium
Microsoft Bookings and the new business apps are part of Office 365 Business Premium. Stay productive with always up-to-date Office apps, email, file storage, sharing, and more.