Microsoft Bookings: Overview

Microsoft Bookings is an online and mobile app for small businesses who provide services to customers on an appointment basis. Examples of businesses include hair salons, dental offices, spas, law firms, financial services providers, consultants, and auto shops.

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

Video: Overview of Microsoft Bookings.

Get started with Bookings

  1. To get started, sign in to Microsoft 365 and select Bookings from the app launcher.

  2. Choose Get it now on the Bookings page.

  3. Add your business information, and you are ready to start using Bookings.

To manage your bookings on your mobile device, download Bookings from your app store.

Use Bookings

  • On the Bookings dashboard, review your business address, hours, and other business information, and update if needed.

  • On the Calendar page, you and your staff can add or update customer appointments. You can view your calendar by day, week, or month.

  • On the Customers page, new customers can be added or imported from other accounts like Gmail, or a device.

  • The Staff page allows you to add and manage your staff. You will need to add their email addresses so they can receive immediate notifications of new appointments.

  • The Services page allows you to add or manage the services that customers choose when booking an appointment.

  • Finally, on the Bookings page, you will find many settings like your scheduling policy, email notifications, time zone settings, and more.

Once you have saved and published your Bookings calendar, the calendar can be embedded on your company's website or Facebook page.

More Microsoft Bookings Resources

Step 1: Enter your business information

Step 2: Set your scheduling policies

Step 3: Define your service offerings

Step 4: Create your staff list

Step 5: Set employee working hours

Step 6: Schedule business closures, time off, and vacation time

Step 7: Publish or unpublish your booking page

Step 8: Create and staff your bookings

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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