ITS

Information Technology Services
Information Technology Services

Tutorials for Microsoft Bookings Administrators

On this page, you will find information on:


Getting Started

Licensing and Initial Access

Once licensed, it may take some time for Bookings to be ready to access after the Bookings tile appears in the Office 365 app launcher. It may take a couple hours for the licensing change to process. You will receive the following page if it is not ready:

Screen capture of the previous step

Once Microsoft Bookings is ready, you will then be directed to the Microsoft Bookings landing page:
Screen capture of the previous step

Select Get it now and a Choose a calendar window will open. Select your site from the list.
Screen capture of the previous step

Note: if you select a site from the list that you do not have access to, you will receive the following message:
Screen capture of the previous step

Also note, users do not have the ability to create new Booking sites. If you require a new Booking site, you will need to use the Microsoft Bookings request form to request one.

Customize your Booking site

Tour of the Bookings Administrator Interface

Screen capture of Booking site administrator-facing pages

Ready to customize your Bookings site?

Quick start

Step by Step Guide to setting up a new Bookings site

Step 1: Enter your business 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

Blog posts

LinkedIn Learning

Last Updated: June 16, 2020