Microsoft Bookings: Create your Staff List

According to Microsoft (2020), The Staff page in the Microsoft Bookings app is where you create your staffing list and manage staff member details such as name, phone number, and email address. You can also set working hours for each staff member from this part of the app.

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

Add staff

Although Bookings is a feature of Microsoft 365, not all of your staff members are required to have a Microsoft 365 account. All staff members should have a valid email address so they can receive bookings and schedule changes.

Watch this video or follow the steps below to add your staff.

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

    • ​​​​​​​AppLauncher with Bookings tile highlighted

  2. In the navigation pane, select Staff.

    Staff page with "Staff" highlighted in the left nav

  3. Select Add staff.

    Add Staff button on Bookings staff page

  4. Select a color for the staff member, provide their initials, name, email address, and phone number.

  5. Set the access level for this employee. Choices are:

    Role

    What this means

    What you can do in Bookings

    Administrator

    Staff member has a Microsoft 365 account

    • Edit all settings

    • Add and remove staff

    • Create, edit, or delete bookings

    Viewer

    Staff member has a Microsoft 365 account

    • See your own bookings on your personal calendar

    • Receive a meeting invitation when assigned to a booking so you can add it to your personal calendar (valid email address required)

    • Receive email reminders of upcoming bookings

    • Receive notifications of cancellations and changes

    Guest

    Staff member doesn't have a Microsoft 365 account

    • Be signed up to deliver booked services but cannot access Bookings

    • Receive a meeting invitation when assigned to a booking so you can add it to your personal calendar (valid email address required)

    • Receive email reminders of upcoming bookings

    • Receive notifications of cancellations and changes

  6. Select Save.

    Note: When you add an employee in your organization as a staff member (as a guest, admin, or viewer), your employee will get an email letting them know that their availability may be shared, and that they could be booked through a booking page.

    Staff details page with Save button highlighted

  7. Repeat steps 1 through 6 for each staff member.

Get Help

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

Submit a Ticket

Loyola Microsoft Bookings Articles

Microsoft Bookings Support

Reference Page Entry

 Microsoft. (2020). Create your staff list. Retrieved from https://support.office.com/en-us/article/define-your-service-offerings-in-microsoft-bookings-4a1c391e-524f-48e0-bef8-185df3a9634b