Overview

An online booking tool that allows people to book appointments with individuals or offices at SPU.

After publishing your calendar in Bookings, you can share a personalized link for people to view your availability and schedule appointments directly on your calendar. There are numerous customization options that meet the needs of diverse situations - from simple scheduling for an individual to the complexity of multi-staff offices.

When a new appointment is scheduled, you and the person booking will receive email confirmations. You can also configure reminder emails.

Features

Bookings can be used by individuals or teams. It streamlines the appointment booking process by providing an online calendar people can access to view your availability and book appointments. Bookings offers a bevy of customization options, including modified availability for select services, custom links by services, and team booking.

Designed For

Bookings streamlines scheduling and managing appointments. It includes a web-based booking calendar which integrates with Outlook to give people flexibility to book a time that works best for both of you. Automated notification emails reduce no-shows and empower clients to manage their appointment if they need to cancel or reschedule, and departments save time with a reduction in repetitive scheduling tasks.

Currently using Calendly? You can transition your calendar to Bookings by following the steps in Getting Started.

Getting Started

In a web browser, go to Office.com and log in with your SPU credentials. Search for Bookings, and click the app. The account setup, configuration and administration is done completely from the web. You can also download the Bookings mobile app to manage your account on your smartphone or tablet.

Follow the steps below to set up your account and customize your services, schedule and staff.

Step 1: Enter your business information

*The calendar name you provide at this step is permanent for your Bookings site. 

Step 2: Set your scheduling policies

Step 3: Define your service offerings 

*If you are the only person for this calendar, assign yourself to all services to avoid potential double bookings.

Step 4: Create your staff list

Step 5: Set employee working hours

Step 6: Schedule business closures, time off, and vacation time

Step 7: Publish or unpublish your booking page

Step 8: Create and staff your bookings

Technical Support and Training

Microsoft offers a library of helpful videos and step-by-step instructions on getting started in Bookings, as well as details on the features available in the tool. With the publish/unpublish setting for your booking page, you can easily test out your setup with a colleague or on your own.

If you have questions or want to consult with a CIS Staff member about Bookings, don't hesitate to reach out and submit a request.

Administration and Maintenance

Bookings is part of our Office 365 site license, and is maintained by CIS.