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Microsoft Bookings for better planning

This training will soon be offered in our catalog. We are working to complete its preparation. Stay tuned for the release of our new products for Fall 2023!    For more information, don't hesitate to call or write us at info@afiexpertise.com
Microsoft Partner

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  • Duration: 0.5 days
  • Regular price: $345
  • Preferential price: $295tip icon

Course outline

Duration : 3.5h

© AFI par Edgenda inc.

Audience

For anyone wishing to sell services and schedule appointments with customers via a website by offering an online calendar service

Prerequisites

Using Microsoft Outlook

Objectives

  • Be able to create a Bookings calendar
  • Be able to use Microsoft Bookings to book online services

Teaching method

Presentations - demonstrations

Contents

Chapter 1 - What is Microsoft Bookings?
  • What is Microsoft Bookings
  • Use cases
  • Open Microsoft Bookings
Chapter 2 - Creating a new Bookings calendar
  • Create a shared calendar
  • Setting up the new calendar
  • Explore the Bookings calendar
  • Set up calendar and employees
Chapter 3 - Defining organization details
  • Basic organization details
  • Terms and conditions
  • Logo
  • Hours of service
Chapter 4 - Defining services and appointments
  • Create the types of services offered
  • Service details
  • Availability
  • Assigned employees
  • Custom fields
  • Notifications
Chapter 5 - Adding employees and managing appointments
  • Assign staff members
  • Add employees
  • The different roles
  • Modify availability
  • Configure availability times
  • Add vacations
  • Determine employee availability
  • View, manage and add customers
  • Add appointments
Chapter 6 - Managing the booking page
  • Configure booking page
  • Manage page access
  • Add user consent
  • Default time
  • Customize page
  • Managing time zones

Surround yourself with the best

Ghislain Parent
Ghislain Parent
Trainer and Professional Efficiency Consultant
Ghislain Parent has more than 30 years of experience in project management in the fields of training, communication, IT and new technologies, including several years as an entrepreneur. Ghislain has worked at AFI Expertise as a professional efficiency trainer and consultant since 2013. He helps people leverage tools such as Office 365, SharePoint, Teams and OneNote, in addition to mobile technologies such as Android and Apple devices.