How to Set Up Microsoft Bookings (Personal & Shared Calendars)

In this video, you'll learn how to set up a professional appointment booking page using Microsoft Bookings in Microsoft 365. We walk you through creating a personal booking page for solo professionals, as well as a shared booking page for teams or businesses with multiple staff.

Personal booking pages connect directly to your individual Outlook calendar, making it simple to prevent double bookings. Shared booking pages let you add multiple staff members, customize services, and include advanced fields for client intake.

We start by demonstrating how to create a new meeting type on your personal booking page—adding a title, category, and description. You’ll see how to enable a Microsoft Teams link or use Zoom if preferred. We also cover setting up email reminders and follow-ups so your attendees stay informed before and after each meeting.

## How to Create a Shared Booking Page
After covering the personal page setup, we create a shared booking page. This includes naming your booking page, adding a logo, and configuring business details. We add staff members, allowing them to offer services under one unified system.

## Setting Up Services on the Shared Booking Page
With the shared page ready, we configure services (appointment types) for your clients. You’ll learn how to remove the default service and create custom services. We add a name and description, enable online meetings (Teams), set duration and buffer times, and discuss pricing.

## Customizing Service Details (Price, Lead Time, Staff)
We show you how to configure prices (fixed or free) and explain how to handle payments outside of Bookings. You can also assign staff to each service—either a single person or allow the customer to choose.

## Adding Custom Fields to the Booking Form
We then enhance the booking form by adding custom fields, such as a dropdown for “Business Type” or a text field for “Website URL.” This section includes editing confirmation emails, reminders, and follow-up messages.

## Finalizing the Shared Booking Page Setup
Once services and custom fields are set, we preview the shared booking page from the client’s perspective. Clients choose a service, select a date and time, and book. The staff member gets an email, and the appointment is automatically added to both calendars.

## Embedding the Booking Page on a Website
We show how to embed Microsoft Bookings on any website using an iframe code. By copying the booking page link and pasting it into a WordPress or HTML site, you can offer easy online scheduling for visitors.

## Creating Appointments Manually on Behalf of a Customer
For clients who prefer to schedule by phone or email, we demonstrate how to add their appointments directly in Bookings. After picking the service, date, and time, a confirmation email is sent, ensuring all appointments—online or offline—stay organized in Microsoft 365.

Chapters:
0:00 Intro
0:30 Personal and Shared Booking Page
0:52 Create Meetings on the Personal Booking page
3:57 Create a Shared Booking Page
5:02 Create Service
8:46 Embed the Booking page on a Website
9:57 Book Manual Appointment

Subscribe to the channel:
https://www.youtube.com/technologiate?sub_confirmation=1
Follow and engage on social media:
Facebook: https://www.facebook.com/technologiate
Instagram: https://www.instagram.com/technologiate

#bookings #microsoft365 #appointments

Видео How to Set Up Microsoft Bookings (Personal & Shared Calendars) канала Technologiate