Customer Service Scheduling with 
Microsoft Bookings

Duration

Webinar:    1 hours

Workshop: 2 hours

Overview:

Microsoft Bookings is a Microsoft 365 app designed to simplify the process of scheduling and managing appointments for organisations. It offers a web-based booking calendar that integrates with Outlook, allowing staff to optimise their schedules and customers to book appointments conveniently. The Microsoft Bookings course is designed to provide users with a comprehensive understanding of the application, enabling them to efficiently manage appointments and scheduling tasks. This hands-on training is suitable for individuals with little or no prior knowledge of using the Bookings app.

Target Audience:

This course is suitable for professionals, business users, and individuals who want to use the Planner and To Do apps in Microsoft 365 to organise their tasks and collaborate with others. The target audience includes:Office workers

• Project managers
• Small business owners
• IT professionals
• Any individual or team looking to enhance file management and collaboration processes.

Learning Outcomes:

By the end of this course, participants will be able to:

1.   Use Bookings to create a booking calendar

2.   Create and manage a services

3.    Manage staff availability

Topics include:

• Overview of Microsoft Bookings 
•  Understanding online appointment scheduling for customers
• Creating and configuring business services
• Public calendar setup for easy appointment scheduling
• Setting up scheduling policies for efficient appointment management