Define your service offerings in Microsoft Bookings

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.

You can now add custom text and URLs to the email confirmation sent to anyone that books a service through your booking page.

Note: Bookings is turned on by default for customers who have the Office 365 Business Premium, or Office 365 A3 and Office 365 A5 subscriptions. Bookings is also available to customers who have Office 365 Enterprise E3 and E5, but it is turned off by default. To turn it on, see Get access to the Office 365 business apps for enterprise subscriptions.

Create the service details

Watch this video or follow the steps below to define your service offerings.

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  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 duration required for the service. You can enter how long you want the duration to last in days, house and minutes, and set a buffer time when customers can't book.

    Screenshot: Set the default duration for the service
  5. Select the price model. For Fixed price, Starting at, and Hourly, you'll be asked to specify a price.

  6. Under Price and payments, set the default price for the service.

  7. Enter additional notes and reminder information.

  8. Select Save.

    Save button on Business information page tool bar

Assign a staff member 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

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