Define your service offerings

When you define your service offerings in Microsoft Bookings, you set, among other things, a service name, description, location, duration, default reminders to customers and staff, internal notes about the service, and pricing. You can also tag the employees who are qualified to provide the service. Then, when customers come to your business web site to book an appointment, they can see exactly what types of appointments are available and how much their service will cost. They can also choose the person who they want to provide the service.

Note: Currently, Bookings is available to customers in the U.S. and Canada who have an Office 365 Business Premium subscription.

Create the service details

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

    AppLauncher with Bookings tile highlighted

  2. In the navigation pane, select Services > Add a service.

    Services page with Add a service link highlighted

  3. Enter the service details including name, description, and location. When you start typing an address in Default location, Bing will suggest locations for you.

    Suggested locations are offered through Bing

  4. Enter the number of minutes required for the service.

  5. Select the price model. For Fixed price, Starting at, and Hourly, you'll be asked to specify a price. <what if they want to change the currency?>

  6. Enter additional notes and reminder information.

  7. Select Save.

    Save button on Business information page tool bar

Assign staff to the service

When assigning staff, think about whether the service requires advanced training or special certifications. If so, only assign the staff members who hold those credentials. If the staff member you want to assign isn't in the list, you'll have to go to the Staff page to add them. See Create your staff list for more information.

  1. On the Services page, select those employees who are qualified to provide this service. You can select one or more. Selected employees have a check mark next to their names.

    Staff who are assigned to a service have a checkmark next to their name

  2. Select Save.

Set publishing and scheduling policy options

By default, your service details and staff assignments will be posted to the booking page on your web site as soon as you select Save. Also, the scheduling policies you set will be applied by default to the service you created. If you don't want to accept these defaults, follow these steps.

  1. On the Services page, under Publishing options, clear the checkboxes next to Show this service on the booking page and/or Use the default scheduling policy.

  2. Set the scheduling policies for this service. For more information about scheduling policies, see Set your scheduling policies.

  3. Select Save.

See Also

Enter your business information

Create your staff list

Create and staff your bookings

Say hello to Microsoft Bookings

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