Overview of Microsoft Bookings
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: 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.
Bookings has three primary components:
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A booking page where your customers can schedule appointments with the staff member who should provide the service. You can show this page on Facebook, where your customers can schedule appointments, or your own web site.
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A set of web-based, business-facing pages where business owners can record customer preferences, manage staff lists and schedules, define services and pricing, set business hours, and customize how services and staff are scheduled
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A business-facing mobile app where business owners can see all of their bookings, access customer lists and contact information, and make manual bookings
How Microsoft Bookings works
As with all of the Office 365 apps, Bookings is a tile in the app launcher. Click the tile to launch the app.
The first time you open the app, you'll see the home page, which includes a left nav and three prominent tiles that guide you through setup and introduce new features.
Ready to get started?
Watch this video or follow the steps below to set up Bookings.
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Step 1: Enter your business information
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Step 2: Set your scheduling policies
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Step 3: Define your service offerings
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Step 4: Create your staff list
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Step 5: Set employee working hours
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Step 6: Schedule business closures, time off, and vacation time
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Step 8: Create and staff your bookings
