Microsoft Bookings Setup Guide
Setting up Microsoft Bookings in 13 Simple Steps
Watch a video overview on the topic here: https://vimeo.com/778523419/08162b4c73
2. “Create a new calendar”
3. “Create from scratch”
4. Name your Calendar (Such as: Steve’s
Calendar, etc…)
5. Add the Emerge logo. You can find this through Microsoft Teams, in the “E360 All” team in the general channel. Click files, marketing folder, then logos. The “emerge_logo_fullcolor_notagline.png” is the one that you want.
6. “Choose a business type” can be skipped.
7. Set your business hours (days and time)
8. “Invite Staff” can be skipped for now, people can be added later.
9. “Set up a service” – This allows you to categorize what sort of appointments you have available and provide the relevant info about them. Multiple service types can be set up if you would like the additional options.
10. If you need to add additional services, think of them as different time-blocks. One might be 15 minutes, the other might be 30, or one hour, etc.
11. “Choose who can book appointments” – Choose an option that suits how you will be using the bookings calendar. If you need individuals outside of Emerge to be able to book appointments you would select “Anyone”, but if you’d prefer using it for scheduling meetings among the Emerge team instead, select “People in my organization”
12. Create Calendar and wait a minute for it to load
13. Copy the link provided into your email signature so that others can access the calendar and book appointments.
The finished public facing bookings page should look something like this:
Related Articles
Setting Up MFA in Microsoft
Multi Factor Authentication is an important aspect of keeping your account secure. Below is a step by step guide to setting it up for your microsoft account. Set up the Microsoft Authenticator app to send notifications On the Additional security ...LastPass Password Migration
Importing your passwords from LastPass to Microsoft Authenticator is easy and quick. There are 7 simple steps, listed below. (Important Note: LastPass only allows exporting passwords from a web browser, not an app or program.) 1. Sign in ...Microsoft: Change a user name and email address
You may need to change someone's email address and display name if, for example, they get married and their last name changes. Tip If you need help with the steps in this topic, consider working with a Microsoft small business specialist. With ...Microsoft: Configure email forwarding in Microsoft 365
As the admin of an organization, you might have company requirements to set up email forwarding for a user's mailbox. Email forwarding lets you forward email messages sent to a user's mailbox to another user's mailbox inside or outside of your ...Microsoft: Create a shared mailbox
If your organization uses a hybrid Exchange environment, you should use the on-premises Exchange admin center to create and manage shared mailboxes. See Create shared mailboxes in the Exchange admin center If you're not sure if you should create a ...