Getting started with Microsoft Bookings

Ready to customize your Bookings site?

Step by Step Guide to setting up a new Bookings site

Step 1: Enter your information

Step 2: Set your scheduling policies

Step 3: Define your service offerings

Step 4: Create your staff list

Step 5: Set employee working hours

Step 6: Schedule business closures, time off, and vacation time

Step 7: Publish or unpublish your booking page

Step 8: Create and staff your bookings

Tips

  • Put your Bookings URL through a URL shortener (like bit.ly).
  • Use a good naming convention for your Booking site display name, do not name it the same as an individual. The page will be, by default, available in the global address list, and this could cause confusion.  Make the name be unique. For instance, prepend the name of the office - example: IT Services - Collaboration Tools.
  • Add Buffer time if you need to allow for transit time between appointments, or if you would like time before the next appointment.
  • Set up more than one service to allow for appointment times of varying lengths.
  • Change the theme of your booking page to personalize it.
  • If you are holding your appointments in a shared resource location (e.g. a meeting room on campus), then create meetings with those resources in your Outlook before publishing your Bookings page.  Bookings will not book meeting rooms for you; those have to be done in Outlook.
  • Customize the notifications for your services

 

Training and additional resources

Microsoft support articles

Print Article