Customer Service Scheduling with 
Microsoft Bookings

Duration

Webinar:    1 hours

Workshop: 2 hours

Overview:

Microsoft Bookings is a powerful and easy-to-use app that allows you to create and manage appointments for your business or organisation. Whether you offer services such as haircuts, yoga classes, or consultations, or you need to schedule meetings with clients, partners, or colleagues, Bookings can help you streamline the booking process and reduce no-shows. Bookings also lets you customize your booking page, send automated confirmations and reminders, and sync your bookings with your Outlook calendar and other Microsoft 365 apps.

Target Audience:

This course is suitable for professionals, business users, and individuals who want to use the Planner and To Do apps in Microsoft 365 to organise their tasks and collaborate with others. The target audience includes :

• Office workers
• Project managers
• Small business owners
• IT professionals
• Any individual or team looking to enhance file management and collaboration processes.

Learning Outcomes:

By the end of this course, participants will be able to:

• Create a booking calendar, 
• Set up services and staff availability, 
• Manage bookings and cancellations, 
• Integrate Bookings with other Microsoft 365 apps.

Topics include:

• Overview of Microsoft Bookings 
•  Understanding online appointment scheduling for customers
• Creating and configuring business services
• Public calendar setup for easy appointment scheduling
• Setting up scheduling policies for efficient appointment management