Bookings - Add a service Tutorial

In this video, you will learn how to add a service in Microsoft 365. The video covers the steps to add a new service to your Microsoft 365 subscription, allowing you to enhance your productivity and access additional features.
This will help you make the most out of your Microsoft 365 eLearning experience and improve your SEO visibility.

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Once you've created a booking page,

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the next step is to add services.

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To do this, go to Services,

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click Add New Service. In this popup,

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provide a service name and a description.

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Then you can enter the

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location either on site,

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in this case type in the address or

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remotely via Teams by clicking here.

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This creates a unique link per booking,

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then specify its duration.

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You can also activate the

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buffer time feature here.

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Enter the before and or After service time.

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This way you can avoid delays,

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the service may take longer than expected,

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or perhaps a break between

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reservations is needed.

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You can then set a service price,

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add notes and specify the maximum

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number of attendees.

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On the left hand menu,

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under Availability Options,

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define your scheduling policy.

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Under Assigned Staff you can assign staff

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to the service and pick a service type.

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Note to generate this list,

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add your users as staff members first.

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Let's go over service types.

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If you choose single staff,

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appointments in the service will

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be scheduled with a single staff.

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If you pick multiple staff appointments in,

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the service will be scheduled

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when all assigned staff members

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are together available to attend.

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Custom fields correspond to the

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form that the customer must fill

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in when making an appointment.

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You can create as many custom

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fields as you want.

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You can enable or disable a field

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and make it mandatory or not.

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The last part of the menu,

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Notifications,

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concerns,

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e-mail reminders and e-mail followups,

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the ones that are sent to the

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customer and to your company.

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Here you can add automatic follow

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up emails to collect customer

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feedback or simply remind them

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to book their next appointment.

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You can also activate the default

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scheduling policy as the one

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you set up when you initially

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created your booking page.

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This corresponds to the business hours.

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You can also choose whether or not to

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display this service on the booking page.

RELATED COURSES This tutorial is part of the following courses

Microsoft Bookings Video Training - Getting Started with Microsoft Bookings

Learn about the features and benefits of Microsoft Bookings and how its booking system works.

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ALL COURSES