Audience

Individuals looking for scheduling management tool integrated into Microsoft Office 365.

Overview

Microsoft Bookings is a scheduling tool used to manage appointments, meetings, or services through an online interface. You are able to configure a bookings page. Others can visit this page and schedule time based on services you define. The bookings calendar syncs with your Outlook calendar to eliminate overlap. These instructions apply to your personal bookings page. If you are looking for a scheduling solution for a group or team, see this KB article: Microsoft Bookings - Shared Booking Page.

Some possible uses are:

• Scheduled Office Hours
• Help or Support
• Administrative Meetings

EdTech's Tips - Create a Personal Booking Page

Personal Booking Page

1. From the Personal booking page section, click the Go to my booking page button.
   
   
   
2. Your Bookings dashboard will be displayed. This is where you manage how your personal booking page looks when others are booking a time on your calendar. Here's an overview of the page. Continue below with setting-up your page.
   (1) Disable or Share your completed Bookings page.
   (2) The progress toward being able to share your page. The progress bar will fill toward the right as items are completed.
   (3) Create selectable meeting types that will appear on your page for others to pick.
   (4) Create meeting types that you apply to a time-slot. These are not viewable from your bookings page.
   

Meeting Types

Meeting types are used by those viewing the page to schedule. Multiple meetings types can be created and made available to users from your personal bookings page. The Office hours meeting type is created by default.

1. To delete this meeting type click the three-dot, meatball menu (1) then Delete (2).
   To edit the meeting type, click the title (3).
   

Create new Meeting type

1. Click the + sign in either the Public or Private section.
   
    
2. Enter the details for the meeting type. Users will see these details when selecting this meeting type from your personal bookings page.
   (1) Click to change the icon for the meeting type.
   (2) Type a title that will be displayed for users.
   (3) Pick a category for the meeting. These categories will be specific to your Bookings calendar and not synced with your Outlook calendar.
   (4) Type a description that will be shown to users when they pick this meeting type.
   (5) Type or select a location for the meeting.
   (6) Leave the slider to the right to include a Teams meeting link. The meeting link will be unique for each booking created.
   (7) Select the duration for the meeting type.
   (8) Leave the visibility to Public or click to change to Private. Public meeting types will be shown on your bookings page. Private meeting types can be sent to users but they will not be able to select these from your page.
   (9) Leave checked to send an email message to each person shown in the list. Uncheck to save the meeting type without sending an email. Note: If the box is checked, the button (12) will read "Save and share".
   (10) Set the hours that are available for a user to schedule a time. These can come from your regular working hours in Outlook or you can customize for the Bookings calendar.
   (11) Click to show advanced options.
   (12) Click the Save button to save the meeting type.
   

Share your Private booking page

After at least one meeting type has been added, you can share your Private booking page.
Click the Share button (1) and then one of the ways to share (2).

Copy link - a link is copied to the clipboard. Paste the link so others can find the link such as in a profile or website.

Share via email - a window opens where specific users can be added, along with a message. Internal and external email addresses can be used. The message will include a button that links to any Public meetings.

Add to email signature - opens a window with your current Outlook signature for the web.
Note: this link will not be included on messages sent from the mobile app. 

     Click the box before Include a link to my bookings page in my signature (1).
     This will add the text and link to your bookings page (1a).
     Click the Save button (2) to save the link as part of your signature.
     

Access from Outlook Calendar on the web

You are able to access your personal bookings page from your Outlook calendar on the web.

1. From the web Outlook calendar tab (1), click the link to Go to my booking page (2).
   
   
   
2. Your personal bookings dashboard will open directly. 

Turn off Private booking page

Your private booking page can be turned off so others cannot access the page to schedule meetings. This will disable the page for any links that were copied, emailed, or generated in the email signature.

1. Click the three-dot, meatball menu (1).
   Click Turn off your bookings page (2).
   
   
   
2. To turn on the bookings page again, click the Publish button. All previously shared links will work again.
   

For assistance, contact Ed Tech.