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Microsoft Bookings: an easy way to schedule appointmentsPublished on
Launched in 2016 in Office 365 Business Premium, Microsoft Bookings is an appointment planning tool that allows companies to better organize themselves. The solution was first proposed in North America before being deployed in the rest of the world in 2017. Focus on this resourceful software.
The main features of Microsoft Bookings
Bookings is a web application also available on mobile phones, designed especially for small businesses that need to provide services to their customers by appointment. These companies include hair salons, garages and dental offices.
Microsoft Bookings includes three essential elements:
- A space dedicated to making appointments between staff members and customers. The functionality can also be adapted to be displayed on the company’s Facebook page to optimize customer contact, or more traditionally on the company’s website.
- A second space that functions a bit like a dashboard in which the company can enter customer preferences, staff planning, define services and their prices or even schedules.
- The mobile application allowing professionals to access their appointment and contact lists. Microsoft Bookings on Android and iOS also allows you to schedule new appointments manually.
How does Microsoft Bookings work?
On a daily basis, Bookings is quite easy to use. The tool is in the form of a web page displaying a menu in a pane on the left side of the screen.
From the dashboard (Reception), it is first necessary to enter professional information. Planning strategies must then be defined. These strategies depend, among other things, on the length of appointments, but also on acceptable cancellation times, types of notifications displayed and booking changes.
Once these parameters have been adjusted, it will be necessary to create the list of staff (taking into account holidays and working hours) and to define the offer of services and the rates applied.
The professional can import contacts from another account, another service (Gmail for example) or another device.
Microsoft Bookings is enabled by default for all Office 365 Business Premium or Office 365 A3 and A5 customers. The tool is also present in Office 365 Enterprise E3 and E5 solutions, but is disabled by default.
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