Microsoft Bookings Tutorial; Everything You Need to Know

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  • เผยแพร่เมื่อ 28 ม.ค. 2025

ความคิดเห็น • 117

  • @maurenciocs
    @maurenciocs 8 หลายเดือนก่อน +2

    Jonathan! Thanks a lot for this tutorial. We solved a whole problem in my business with a meeting room. Now everything is through Microsoft Bookings and we are using it every day of the year.

  • @Adadanddivorce
    @Adadanddivorce 6 หลายเดือนก่อน +2

    Dude you are funny. The best I have seen explain anything with MS stuff. Keep it up brother.

  • @arniecestevenson4643
    @arniecestevenson4643 5 หลายเดือนก่อน

    Thanks for your video! I'm using this tutorial to create a consultation booking for my team.
    This is one of the best videos I've seen explaining how to set up Microsoft Bookings.

  • @c.e.bingham2079
    @c.e.bingham2079 ปีที่แล้ว +3

    I have used Calendly and MS Bookings is better. I especially like the integration with Outlook (natural expectation from MS) and other apps. Thanks for your comprehensive tutorial. 😊

    • @bruceasanoff592
      @bruceasanoff592 ปีที่แล้ว

      Is it difficult to switch from Calendly to bookings?

  • @AnaD.AlmarazG
    @AnaD.AlmarazG ปีที่แล้ว +1

    SUPER !!! Thank you for taking the time to show us so well, easy and quick, THANKS!!!

  • @ddpceo
    @ddpceo 11 หลายเดือนก่อน +1

    Thank you! Great tutorial

  • @Darin-j6v
    @Darin-j6v ปีที่แล้ว

    Exactly what I was looking for to build out something for my firm.

  • @thokozanimkhwanazi535
    @thokozanimkhwanazi535 3 หลายเดือนก่อน

    thank you for this beautiful video I have learnt so much but I am struggling how to set the booking to not have a double booking for the same day and time each customer
    for example Person A makes a booking for 12:00 and than Person B makes another booking for that same day at 12:00 i need the app to flag out that a booking for that time and date has been filled out so there won't be a double booking

  • @tinamcginty6344
    @tinamcginty6344 ปีที่แล้ว +3

    Can I do specific dates rather than just a day of the week M-F and time? i.e 12/29 1-3p or 1/7 2-5p?

  • @jRufus66
    @jRufus66 ปีที่แล้ว +2

    Great video Jonathan! Your explanations are so clear and straight to the point....love your videos!
    One question, is there a way to show Monday as first day of the week in my public Booking page? Thank you!!

  • @richardtaylor3097
    @richardtaylor3097 ปีที่แล้ว +1

    Awesome video thanks you.

  • @BM-zu1ry
    @BM-zu1ry 11 หลายเดือนก่อน +1

    If you have say 10 employees all with availability how does the booking tool choose who to allocate and is there an algorithm so that opportunities are fairly spread or is it random e.g could someone get 3 or 4 bookings in a row or would it share them out?

  • @funjaylee
    @funjaylee ปีที่แล้ว +1

    Amazing video. Thank you so much. Subbed!

  • @FrancePadiz
    @FrancePadiz ปีที่แล้ว +1

    thank you for this wonderful video. was able to create my booking page quickly. is there a way to confirm the booking first before it gets to my calendar rather than automatically blocking off the time?

    • @bearded365guy
      @bearded365guy  ปีที่แล้ว

      No, I don’t think so!

    • @davidadams421
      @davidadams421 ปีที่แล้ว +1

      This does happen, the initial calendar entry is marked as Tentative, until it is accepted, then becomes Busy.

  • @Surfeurfou974
    @Surfeurfou974 ปีที่แล้ว

    hey man you changed my life !

  • @anotherxeo1377
    @anotherxeo1377 ปีที่แล้ว +1

    Great video, thank you.

  • @thebigeasye77
    @thebigeasye77 ปีที่แล้ว

    Giving you a thumbs up for the beard alone. 👍

  • @digray6732
    @digray6732 4 หลายเดือนก่อน

    Thanks so much, i finally understand. only question - Can i block out lunch hour?... also how do I delete shared booking pages i made to test it out

  • @hs1sey
    @hs1sey ปีที่แล้ว +3

    In a differnt way, I implement MS Booking as a conference room reservation system for my organization and it serve the purpose quite well!

    • @bearded365guy
      @bearded365guy  ปีที่แล้ว

      Nice!

    • @NQamr
      @NQamr ปีที่แล้ว +2

      Can you please share details , I have multiple rooms , how can I achieve books of multiple spaces. In outlook I have setup rooms, equipment

    • @hs1sey
      @hs1sey ปีที่แล้ว

      @@NQamr Hi, it is very easy and effective. Simply set up Services as your rooms like room1 bldg.1 flr.2 etc. and assign mocked staff to each room. You can customize look and feel to reflect your organization and etc. and let people in your org access thorugh provided link or let them download and install MS booking app. MS Booking take care of the secrutity and administration things like access control allowed for people under your organization domain only or open to public.

    • @karencheney2634
      @karencheney2634 9 หลายเดือนก่อน

      @@hs1sey Hi there's i;ve done similar for a minibus but I'm having difficulties with staff seeing the already booked out time, any hints or tips?

  • @comebackseason8384
    @comebackseason8384 ปีที่แล้ว

    I was about to purchase Calendly or tidycal, now I certainly don't want to anymore, thank you for the video! The only question I'm pondering on now: How can I integrate MS Bookings into my wordpress based website? I don't want to have my clients to leave my website or to open the bookings page in a new tab.

  • @danielharrison8980
    @danielharrison8980 3 หลายเดือนก่อน

    Hi Jonathan! I have an issue with the booking page where it won't show dates and times available, even though I've set everything up. not sure what i have done wrong but this was working for me fine before i added more staff to the selection

  • @romeerikkert9873
    @romeerikkert9873 7 วันที่ผ่านมา

    But how do you add the booking page to the website or your company?

  • @FonsSteegh
    @FonsSteegh 21 วันที่ผ่านมา

    Hi, thanks for the video. How does it work with serevices whorter than 30 mins? The service will show the 10 min blocks, but as soon as I select a staff member it pops to a 30 mins overview. Does this have a connection to the outlook calendar settings (default min 30 mins)? The project (are we going to use MS Bookings) will fall if this setting is not editable. :(

  • @mattinaengel332
    @mattinaengel332 4 วันที่ผ่านมา

    Hello, My calendar isn't filling up in booking which would be fantastic. Would you happen to know how I can see my appointments in the bookings calendar? Also, my clients are inputting notes on their booking but I am not able to see what they have written. Would you know how to be able to see what they wrote? I even put in a text question thinking that it would show up for me but it doesn't.

  • @bornking2363
    @bornking2363 ปีที่แล้ว +1

    Hi Jonathan, when appointment schedulers book appointments, they are set in my current time zone as opposed to their own. Do you know if there is a way to fix this?

    • @bearded365guy
      @bearded365guy  ปีที่แล้ว

      Yep, I know this can be an issue. I’ll look into it

    • @davidadams421
      @davidadams421 ปีที่แล้ว +1

      Check Booking Page > Region and Zone Settings

  • @pietro4677
    @pietro4677 9 หลายเดือนก่อน

    Hi Jonathan, great tutorial. It's possible for the staff to access the backend management pages (Calendar, etc)?

  • @christianrafaelrodriguezge6525
    @christianrafaelrodriguezge6525 6 หลายเดือนก่อน

    Interested in knowing if I can add a required cell for customers to add their phone number when booking an appointment through MY PERSONAL bookings page. Thanks for the help.

  • @jesalbov
    @jesalbov 7 หลายเดือนก่อน +1

    Thanks for the video!
    Can stripe/paypal be integrated into Bookings?

    • @bearded365guy
      @bearded365guy  7 หลายเดือนก่อน +1

      Unfortunately not.

    • @alfredodasilva9022
      @alfredodasilva9022 4 หลายเดือนก่อน

      @@bearded365guy is there a way to get payments for the meetings? other suppliers? other integrations? What about Azure communication services?

  • @nicolebrown9743
    @nicolebrown9743 11 หลายเดือนก่อน

    Thank you for this video! It's easy to follow and really helpful. I can't wait to check out your other videos now that I have found you! :) I love when things can be automated and was so happy to see you present the follow up email feature in Bookings. In testing it out, I've noticed that in the email the customer receives it reads "You have an upcoming booking" after their name and then "Appointment reminder". I'm confused as this seems out of place for a follow-up email that is sent after the booking has taken place and I can't see where I can edit either of these. You obviously have a much better understanding of Microsoft products and IT than me! Do you know where I can change this or have any suggestions as to what might be happening, please??

  • @poojabhardwaj2460
    @poojabhardwaj2460 หลายเดือนก่อน

    I do not see Teams option when setting a meeting in booking page. Can you help? Also, I am unable to send a custom message as confirmation to my requestors.

  • @IndoCanadianRam
    @IndoCanadianRam 10 หลายเดือนก่อน +1

    Great, I couldn’t find a way to shorten URL or embed on website without leaving the website booking page

  • @tommys5749
    @tommys5749 4 วันที่ผ่านมา

    What if I don't want it linked or sync'ed with my personal calendar?

  • @mohsenmamivand3831
    @mohsenmamivand3831 2 หลายเดือนก่อน

    Hi Jonathan, Thank you for your effort. how i can accept reservation, you know I do not like all of customers make book and I want to accept or reject their request. How can I do that?

  • @abdulrahmanaa3969
    @abdulrahmanaa3969 4 หลายเดือนก่อน

    is there any way to include a image/logo in the notification email body of msbooking?

  • @f.nsunstrum
    @f.nsunstrum 3 หลายเดือนก่อน

    Thanks for the awesome video! Quick question... If you want the attendees to be 1 person, but can only have 15 people maximum ber booking time slot, how do you do that?

  • @anngordon613
    @anngordon613 4 หลายเดือนก่อน

    Awesome!

  • @botlboca
    @botlboca 9 วันที่ผ่านมา

    How to delete my a booking page when you don't need it anymore, i tried staff management, but i cannot delete myself as admin, i tried also booking page tab, and it is not there. please let us know if possible.

  • @Uwase_sabrine
    @Uwase_sabrine ปีที่แล้ว

    thanks for the video ... but I was wondering is there a way that one could customize the availability hours without it being recurring ( for example in personal booking page when you set the start and ending date it automatically obliges but in shared booking page it doesn't...So is there any way to fix it?)

  • @spootage
    @spootage 11 หลายเดือนก่อน

    Hello! This looks great! Say I wanted to allow people to book into training sessions. Is there a way to limit the amount of people that can book/join any one session?

    • @louispm9514
      @louispm9514 10 หลายเดือนก่อน

      Yes, when you CREATE the service, you can specify a number for the field "Maximum Number of Attendees". Careful though, this max number cannot be modified after creating a service.

  • @SayaNovinger
    @SayaNovinger 6 หลายเดือนก่อน

    Hi Jonathan, thank you so much for your video. I have a question about a problem we have been running into. At my company, we have two rooms where clients can book time slots for themselves, and I made two separate booking pages for the two rooms. However, microsoft calendar I guess is just using one calendar for both. What ends up happening is, when a client books Room A for 3pm, the calendar will show that Room B is booked for that same time slot. It doesn't show up as available for the Room B booking, even though it is. How do I make it so that it is two independent rooms being booked in my calendar? This has been very difficult to deal with, and we cannot have as many bookings as we can. I'd appreciate any tips or help with this issue. Thank you!

  • @notdaones
    @notdaones 6 หลายเดือนก่อน

    What is the difference between personal booking pages and shared booking pages.

  • @AndresCruzat-n6r
    @AndresCruzat-n6r 2 หลายเดือนก่อน

    H Jonathan. I have two Microsoft 365 accounts. How can I combine the calendars so that Bookings knows when I am free? I am being double booked all the time! Thanks

  • @Dubai711
    @Dubai711 ปีที่แล้ว

    Thanks for the great video. I have a recurring appointment that happens weekly, is there a way that I can delete one of the occurrences without deleting the whole series. I have one patient who has a weekly sessions for 1 month, but he wants to cancel one appointment only. is this possible and how please? Thanks

    • @bearded365guy
      @bearded365guy  ปีที่แล้ว

      It looks to me like that wouldn’t be done in Bookings but directly in your Outlook calendar?

    • @davidadams421
      @davidadams421 ปีที่แล้ว

      I've not seen a recurring booking feature, though there are requests for it on Microsoft's feedback portal. You could, in theory, create individual bookings on a recurring pattern using the Bookings API. Maybe have a manual flow that requests a start date and number of iterations then uses the API to iteratively create them. There are tutorials out there on using the Bookings API instead of the GUI.

  • @Dubai711
    @Dubai711 ปีที่แล้ว

    Hi Jonathan, is it possible to filter by patient and see their appointments for a period of time (I.e. one month)

  • @RugianAtmowirono
    @RugianAtmowirono 8 หลายเดือนก่อน

    Hi Jonathan! I have been looking at your videos since i started as M365 admin. Very helpful man!
    I have a question, you said that you were away for Monday 22. From a user point of view, where would i need to "put away"? In which calendar?

  • @dtuck1980
    @dtuck1980 3 หลายเดือนก่อน

    How do you set up one page with multiple time increment choices? Meaning, not only 30 mins. They can choose 30 mins, 45 mins, or 1 hour. I don't want the only option to be restricted to 30 mins. I shouldn't have to set up 3 Demo Meetings just to have 3 different time lengths. Make sense? And apparently it's stuck as solid white? No background colors? Thanks!

    • @andydale5053
      @andydale5053 7 วันที่ผ่านมา

      set up different time slots so "30 mins meeting" " 45 minute meeting" as different meeting types

  • @estefaniacantu8172
    @estefaniacantu8172 5 หลายเดือนก่อน

    I want to have a list that i can print of my daily bookings. Is that possible?

  • @Jaguaist
    @Jaguaist ปีที่แล้ว

    How do I check whether or not colleagues are available on a certain time using Microsoft Bookings if they also have a Business Outlook agenda? Does Microsoft Bookings pick up on this if both colleagues are in the same shared Bookings page?

  • @amdaring
    @amdaring 11 หลายเดือนก่อน

    I am trying to create a flow that when a booking is made/edited/cancelled, it flows to a sharepoint; then another flow triggers to update the bookings calendar event to a subject and body that I input based on sharepoint data. I can’t find an identifier to pull the specific event created to update it. SelfServiceAppointmentID doesnt work. Help??

  • @dylanyip-chuck8861
    @dylanyip-chuck8861 ปีที่แล้ว

    When booking a meeting using Microsoft Bookings, can the user add themselves + additional emails of people who should attend the meeting. Say for example this was a meeting for a discovery call, and I want to go to that call with a teammate of mine... can I CC them, or add their email to the invite as well as mine?

  • @sharonhigginbotham3945
    @sharonhigginbotham3945 ปีที่แล้ว

    Thanks for the video! Did you say that bookings integrates with Outlook Calendar?

  • @savys1
    @savys1 5 หลายเดือนก่อน

    On a shared event, if you select not to allow customers to choose a particular staff for booking, how does Outlook assign the booking? Is it on the same round-robin format as Calendly i.e. whoever is free + whoever has seen fewer of these events? I want to ensure it gives fair distribution of events to our staff. Thanks if anyone knows.

  • @linguastudiomexico
    @linguastudiomexico ปีที่แล้ว

    I have a question... When you set the price, how you can link you payment gateway or how to get the amount in your bank account? Thanks in advance and thanks for your video

    • @bearded365guy
      @bearded365guy  ปีที่แล้ว

      Payments have recently been removed 😕

    • @davidadams421
      @davidadams421 ปีที่แล้ว

      @@bearded365guy Did you ever find a workaround solution? I'm thinking maybe the PowerAutomate Connector sending out a Stripe payment request.

  • @GabrielMarini07
    @GabrielMarini07 ปีที่แล้ว

    Is it included in the Microsoft 365 Basics too? At leasts it's what we can understand from the website

  • @semisential1
    @semisential1 11 หลายเดือนก่อน

    Just a heads up that currently, Microsoft bookings meetings DO NOT show up on a calendar on a Mac computer. Making it useless for Mac users. :(

    • @davidlarkin852
      @davidlarkin852 11 หลายเดือนก่อน

      this is a Microsoft product , what did you expect , are you using Outlook on the Mac ?

    • @semisential1
      @semisential1 11 หลายเดือนก่อน

      Yes I'm using outlook for Mac, and it displays there. I'm using an iPhone and it displays there. Just not on a Mac calendar. So weird. All of Microsoft's other services push Calander events to Macs just fine. So weird.

  • @ChanelStynderChiefOperatingOff
    @ChanelStynderChiefOperatingOff ปีที่แล้ว

    Hi, you're video is fantastic and I got everything set up so quickly, thank you!!
    I am only using the personal booking as its just me and I can't seem to 1. find a book off button on the personal booking page or 2 when I book the time off, busy or away in outlook it still shows my appointment times as available on the bookings app. Please help!

    • @bearded365guy
      @bearded365guy  ปีที่แล้ว

      We always use the personal bookings page because the My Bookings page is too limited

  • @vivimiroti1554
    @vivimiroti1554 ปีที่แล้ว

    If I change member of staff after creating a booking does the same link still work or a new one needs to be shared?

  • @ΘωμάςΜαρινίδης-σ1φ
    @ΘωμάςΜαρινίδης-σ1φ 9 หลายเดือนก่อน

    Hello. I want something specific about booking. I have a shop where people can online arrange appointments. Τhere are two positions that work in the morning and in the afternoon. When one of my employees has scheduled leave i want to close the appointments for his/her position. Now i have to enter each day and close e.g the afternoon appointments. Is there any script or something i can use to close e.g 1-15 July only the afternoon appointments for position 2? If i choose to close 1-15 July from 13.00 to 21.00, booking close day appointments also from 2 to 15 July. I'm looking forward for your answer. Thank you!!

  • @SimonCAStewart
    @SimonCAStewart 8 หลายเดือนก่อน

    Hi Jonathan, would you or any of the guys in the comments here know how to edit or disable the confirmed booking email that is sent out automatically when a booking is created? Thanks for your help!

  • @christophersterns2450
    @christophersterns2450 ปีที่แล้ว

    Question. I like the idea of this and plan to use it. It's only me, there is no one else. Would this integrate with my existing calendar, or would this be a separate calendar? Ops, just saw the comment below. Thanks.
    By the way, I love your videos and plan to do a deep dive over the weekend.

  • @rosaswan2323
    @rosaswan2323 ปีที่แล้ว

    I have a shared page for my job. Typically non-staff people can sign up for 2 volunteer shifts. Sometimes we randomly move the hours, so the default scheduling policy doesn't really work for me.
    Is there a way to simply add the dates and times I want to be bookable without having to use my calendar to set availability? I tried adding dates to the calendar tab, but they don't appear on the published bookings page.

    • @davidadams421
      @davidadams421 ปีที่แล้ว

      You can add two unlicensed user accounts as staff (Guests) for your volunteer shifts, then add a bookable service for each of those shifts. You can then edit staff availability using either custom business hours (for regular availability) or by adding 'time off' (for ad hoc availability). I do the same for meeting room and hot desk bookings.

  • @boxedout
    @boxedout 8 หลายเดือนก่อน

    How did you get your currency to GDP mine is in Dollers?

  • @rickhaas5123
    @rickhaas5123 ปีที่แล้ว

    My work hours are set from 8-5 however, when sending the scheduler, it shows me being available at 4 am, 430 am and so on... how do I fix this?

    • @bearded365guy
      @bearded365guy  ปีที่แล้ว

      Go into availability options under edit service

  • @ericilkwatson5557
    @ericilkwatson5557 ปีที่แล้ว

    Is it possible to book my tentative meetings as available times?

    • @davidadams421
      @davidadams421 ปีที่แล้ว

      I didn't realise that Bookings did this ... I guess you could mark your Tentative meetings as Available?

  • @hayleyjoconnor
    @hayleyjoconnor 10 หลายเดือนก่อน

    I need help with an MS Bookings issue that’s driving me crazy, and I keep finding myself on TH-cam hoping that one of your videos will solve it. Any chance you could tell me you know how to create a bookings page for a 365 group?

  • @erniesulovic4734
    @erniesulovic4734 ปีที่แล้ว

    Hi John,
    The issue i am having with all these scheduling programs is that I am a shift worker so my availability changes daily. So I need a program that can do the following as an example.....
    Thurs 26/7 Avail, 6pm, 7pm, 8pm, 9pm
    Fri 28/7, Avail 6pm, 7pm
    Sat 29/7, Avail 8am to 8pm
    Sun 30/7 Not available at all
    I need something where I can provide availability per day, not day of the week or regular hours. From what I can see, it looks like MS Bookings can't do this. Would u pls clarify? Thanks, mate

    • @sarahqureshi6884
      @sarahqureshi6884 ปีที่แล้ว +1

      You can do that... just edit the timings on your link.

    • @erniesulovic4734
      @erniesulovic4734 ปีที่แล้ว

      @@sarahqureshi6884 I just found out 2 days ago, after 2-3 yrs of using Kartra and knew about their Calendar, that it can be used for my needs. I was under the impression Kartra's calendar scheduling system was not conducive to my lifestyle yet it is, so I am now using that instead as it is no extra cost to me and all under one umbrella, so to speak. If I need to change, I shall keep this in mind. Thanks for the reply 🙂

    • @Revolver.Ocelot
      @Revolver.Ocelot ปีที่แล้ว

      You need to change it week by week unfortunately. But most of the time you schedule a meeting within a few days not weeks ahead. You can also type it in the message but yeah....

    • @erniesulovic4734
      @erniesulovic4734 ปีที่แล้ว

      I ended up learning I can use Kartra's Booking Scheduler, even with my differing work hours. 10to8, now a different name from memory were brilliant and if not the best in my opinion yet have since changed. Luckily Kartra's system now works for my lifestyle 🙂

  • @heatherjo715
    @heatherjo715 ปีที่แล้ว

    Really helpful and great beard btw😉 I never use Teams, is there a way to change it so that the person has to pick Zoom or In person when they book? Also, are people only seeing the available times and not my other appointments ? Thanks!!

    • @bearded365guy
      @bearded365guy  ปีที่แล้ว

      Thanks! There is no integration between Bookings and Zoom. You could create a service and have the default as In Person and not online? But people can’t choose. I hope that helps… abit

    • @sarahqureshi6884
      @sarahqureshi6884 ปีที่แล้ว +1

      There is an option for 'Location' so you can have the Zoom Link in there.. You could set up two different links and label them as 'In Person Meetings' and 'Zoom Meetings'. When a slot gets booked on one link, it won't be available on the other link.

    • @davidadams421
      @davidadams421 ปีที่แล้ว

      Bookings has a PowerAutomate Connector triggered on create/update/cancel, you could create a flow to also create a Zoom meeting.

    • @robhulson
      @robhulson 11 หลายเดือนก่อน +1

      @@bearded365guy This feature is what's holding me back from using Bookings vs. Calendly. I could save my company $500/mo by stopping our Calendly subscription but I can't move it forward for something as basic as choosing which virtual meeting URL I wish to use. Even Outlook has corrected this and allows other virtual conferencing software to be used as the default meeting type.

  • @AkashJoshi-CP
    @AkashJoshi-CP ปีที่แล้ว

    How can I delete a booking page?

  • @Bardockgamer828
    @Bardockgamer828 ปีที่แล้ว

    How can I delete the shared booking pages 😢

    • @davidadams421
      @davidadams421 ปีที่แล้ว

      Delete the associated user account.

  • @altonmckenzie8587
    @altonmckenzie8587 ปีที่แล้ว

    Isn't it now called virtual meetings?

  • @Magpiekit
    @Magpiekit ปีที่แล้ว

    Why does it keep cancelling my bookings?

    • @bearded365guy
      @bearded365guy  ปีที่แล้ว

      Not sure what’s going on there?!

    • @Magpiekit
      @Magpiekit ปีที่แล้ว

      @@bearded365guy on a group booking, as soon as someone signs up it sends a cancellation to the previously booked on attendees and creates a new booking just for the new client.

  • @wendyharris3022
    @wendyharris3022 11 หลายเดือนก่อน

    I wish it worked with Zoom. I find a lot of people do not like teams...so I use zoom.

  • @DBKaraokeQuizzes
    @DBKaraokeQuizzes 7 หลายเดือนก่อน

    Hi Jonathan
    Can more than one email address receive the meeting link in the booking application for the same booking?