Microsoft Bookings: Set Your Scheduling Policies

According to Microsoft (2020), Not all appointments are the same. Some take only a few minutes, while others can take hours or more. In Microsoft Bookings, the Booking page is where you set the scheduling policies for your business. Scheduling policies include the length of appointments, acceptable lead and cancellation times, and automatic notifications of booking changes.

The policies you set here are the top-level policies. They are automatically applied to all the services you offer unless you choose to modify them on a per-service basis. For example, let us say that for most services, such as equipment repairs, one-day notice for cancellations is acceptable. But for those services that require facility reservations or fees, such as golf lessons, you might require three days' notice. You can set this service-level policy on the Services page. See Define your service offerings for instructions.

Note: Microsoft Bookings is HIPPA Compliant as per Microsoft Volume Licensing

Types of scheduling policies

This table explains the various scheduling policies available on the Booking page.

Policy

Explanation

Time increments

Determines the intervals between appointments. You can set your time increments from 5 minutes to 4 hours. You can also set your own customized time increments. An interval of 15 minutes, for example, means a customer could schedule a 60-minute appointment at 8:00, 8:15, 8:30, and so on. Conversely, a 60-minute interval means that appointments are only available on the hour. (To set service durations, see Define your service offerings.)

Lead time in hours

You build your staffing plan based on the appointments that are scheduled, so knowing in advance how many customers are coming in for service on any particular day is important. The lead time policy enables you to specify the number of hours in advance that customers should book or cancel an appointment.

Maximum days in advance

If you want to limit how far in advance customers can book appointments, then this is the setting for you! You can set the maximum for 365 days or more.

Notify when a booking is created or changed

Select this option when you want to receive an email any time a customer books an appointment or changes an existing one. The email will go to the mailbox specified on the Business information page. See Enter your business information for details.

Set your policies

  1. In Microsoft 365, select the app launcher, and then select Bookings.

       2. In the navigation pane, select Booking page.

Booking page with left nav highlighted

       3. Select your policies.

       4. Select Save and publish.

Publish the booking page

When you are ready to publish your booking page, select Save and publish. See Publish or unpublish the booking page for more information.

Get Help

If you need additional assistance with Microsoft Bookings, please review related articles, or submit a ticket to the Help Center.

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Reference Page Entry

 Microsoft. (2020). Set your scheduling policies. Retrieved from https://support.office.com/en-us/article/set-your-scheduling-policies-4b2c84ec-64d3-4027-af4c-40f69e7b37c9