In a fast-paced tutorial, Greg Trzeciak walks viewers through the process of creating a personal Microsoft Bookings page in under five minutes. This video is ideal for professionals, educators, and business users looking to streamline appointment scheduling using Microsoft 365 tools.
What is Microsoft Bookings?
Microsoft Bookings is a web-based scheduling tool included in Microsoft 365. It allows users to:
- Organize and manage appointments
- Share booking links with clients or colleagues
- Integrate with Microsoft Teams and Outlook
- Track meetings and interactions for follow-ups
Use Cases
Greg highlights several practical applications:
- Parent-teacher conferences
- Training sessions
- Office hours or follow-up meetings
- Internal team check-ins
Step-by-Step: Creating a Bookings Page
- Sign in to Microsoft Bookings using your Microsoft 365 account.
- Select Personal Booking Page to begin.
- Click the plus (+) icon to create a new meeting type.
- Customize the meeting:
- Give it a name (e.g., “Cookie and Banana Bread Sales Meeting”)
- Add an emoji or icon
- Set a description and category color
- Choose a location (Teams or physical)
- Define meeting duration (e.g., 10, 15, 30 minutes)
- Set visibility to Public or Private.
- Adjust availability hours (default or custom).
Advanced Features
Greg also demonstrates how to enhance the booking experience with advanced options:
- Buffer Time: Add time before and after meetings for preparation or wrap-up.
- Lead Time: Set how far in advance users can book or modify appointments.
- Email Follow-Up: Customize confirmation messages sent to attendees.
Final Steps
Once the meeting type is saved, users can:
- Copy and share the booking link
- Preview the client-facing booking page
- Edit or manage the meeting settings anytime
Conclusion
Greg wraps up by encouraging viewers to explore more Microsoft Bookings tips in upcoming Pragmatic Works classes. This quick tutorial proves that setting up a professional booking system doesn’t have to be time-consuming or complicated.
Don't forget to check out the Pragmatic Works' on-demand learning platform for more insightful content and training sessions on Microsoft Bookings and other Microsoft applications. Be sure to subscribe to the Pragmatic Works YouTube channel to stay up-to-date on the latest tips and tricks.