How to create a MS Bookings Page
-
Start by going to the following link: https://outlook.office.com/bookings/
-
Sign in if you need to and authenticate as needed.
-
The main page of the Bookings Page will look like this:
-
There are two pre-sets already created for you, a 30-minute and a 15-minute booking. You can choose one of these or you can click the plus sign to, ”Create meeting type” for a new page.
-
If you create a new meeting type and click on the plus icon. You will land on this page:
-
Quick overlay of definitions on the create a meeting page:
-
Add a title: This can be any title you want: For example, “Learn more about C21 Circle.”
-
Category: If you organize your emails according to a category, you can choose to have a specified color attached here to designate how the meeting invite shows up on your Outlook Calander, see purple category on our sample:
-
Next is the Description portion. Here you can include a short description of the meeting.
-
Make sure that Teams Meeting is selected for this to populate as a Teams meeting invite. Outside emails can also be used, this is configured later.
-
Next option is to select the timing of the meeting. You can select Custom for a Custom time amount.
-
The access control next is important. You can make access to the booking page Public or Private.
-
Private you have to provide a Link; this cannot be attached to an email signature and this is not visible on the bookings page.
-
Public you still provide the link, but it is accessible outside of the link as an option on your booking page, this can be attached to your signature. Non-Domain c21circle Emails can join these.
-
Next click on advanced options.
-
Check the Schedule customization.
-
Use: “my regular meeting hours,” if you want bookings page to pick up all available hours.
-
Use: “custom availability hours,” if you want to designate a time you are reachable for meetings.
-
Recommendation is to use Custom for outside meetings.
-
However, if you are using this as a page to organize time with C21Circle members it can benefit you to use regular meeting hours that attaches to your signature with all availability.
-
If Customizing Availability hours do this and the next following steps 12-15:
-
Select Date range if preferred for a service offered during a set time.
-
Select timings of when you want to be bookable.
-
Schedule settings for Buffer Times, Start time, Lead and Maximum time settings:
-
“Buffer time before meeting”: A one-hour appointment with a 15-minute pre-appointment buffer time requires an available time block of at least 1 hour and 15 minutes. An appointment for this service would therefore fill a 75-minute block of time on your calendar and needs 75 minutes of availability to book without conflict.
-
“Buffer time after meeting”: essentially books you for a chosen time that you are booked after the meeting. This will show as busy and in a meeting on Outlook Calendar and on Teams.
-
“Limit start time to”: You can set the interval at which you want these meetings to be made available. For example, if select “10-min intervals,” your available meeting times on a particular day might be 8:00 AM, 8:10 AM, 8:20 AM, etc. Keep in mind, Microsoft will still take your availability, buffer times, and meeting duration into account!
-
“Minimum lead time”: Determine the soonest someone can book a meeting with you.
-
“Maximum lead time”: Determine how far in advance someone can book a meeting with you.
-
All filled out this might look like:
-
Email reminders: Select this to send an email reminder, fill out the description for what you want the email to say and set the timing to when you want the email sent out. You can send multiple reminders, for example 1-hr., before and 1-day before. Click on add an email reminder and fill it out.
-
Set up email follow ups next by click on: “Add a follow-up email.”
-
If you are using regular meeting hours, the same setup as above 12-15 for Buffer times, start times, lead times, and Email reminders/follow ups.
-
Click on the Save icon in the top right corner of the page and the meeting will now appear on your bookings page.
-
Automatically include this in your signature by clicking on Share then on Email Signature Settings. Add signature, be sure the toggle to include booking page is selected, and click save.
-
Email signature will now populate in your Outlook, Insert, Signature:
-
To share page manually click on Share then Copy, this can be added to your email signature in Outlook, shared by pasting it in an email or Teams message:
-
Your bookings link and page that you share will generate on the receivers' side like this, “FnameLname@c21circle.com email domains can select sign in with Work or School account, outside domain emails such as Gmail or Yahoo can choose to continue as guest:
Congratulations on your Bookings with me page, feel free to customize banner graphic layout feature!
Comments
0 comments
Please sign in to leave a comment.