Bookings - Make a reservation Employee] Tutorial

In this video, you will learn how to make a reservation as an employee using Microsoft 365. The video covers the process of selecting a service, choosing a staff member, and checking their availability on the Outlook calendar.
It also demonstrates how to fill in customer information and finalize the reservation.
This tutorial will help you efficiently manage reservations and provide a seamless booking experience for your customers.

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If your page is not in public mode,

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or if a customer needs help,

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whatever the reason may be,

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you can create a reservation yourself.

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Several solutions are available to you.

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The first is to use the

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share link as a reminder.

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You will find it under the

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Booking page tab on your left.

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You must then fill out the customer form.

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Alternatively you can either click

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here to display the booking pop up.

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In this case you will have to enter

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the day the start and end times

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manually or directly in your calendar.

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Select the desired date and time slot.

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Start by selecting the service here

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from the list of services you created.

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Then you fill in the service details.

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If you went through the calendar,

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these fields are already filled in.

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By clicking on More Options you can

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change the service information.

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Please note that these changes are made on

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this booking and not on the service itself.

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Here you have the option to add a

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follow up e-mail to collect feedback

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from your customers or remind them

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to book their next appointment.

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Next, enter the customer information.

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This is the custom fields part that you

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defined when creating or editing the service.

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Finally,

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the right section shows you the

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employees and their availability on

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the dates and times you selected.

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A search box allows you to search

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for a specific employee,

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then click on Create Booking.

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The appointment is added to the calendar.

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Customers receive a confirmation e-mail

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if you have entered their e-mail address.

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The employee assigned to this

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reservation can also receive an e-mail.

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