Knowledge base

July 03, 2023

Microsoft Bookings: Your Key to Efficient Business Planning

Efficient scheduling and flawless customer interactions are essential to any successful business. Microsoft Bookings, a powerful scheduling and appointment management tool included in Microsoft Business Premium, is available to all our customers. It provides a comprehensive solution to improve customer engagement and streamline administrative tasks. In this blog, we will explore the various benefits of Microsoft Bookings and provide a quick guide on how to leverage its capabilities so that customers can easily schedule appointments with you.

Simplified scheduling and appointment management

One of the key benefits of Microsoft Bookings is its ability to simplify scheduling and appointment management. Bookings allows businesses to create customizable calendars that display available time slots, allowing customers to book appointments at their convenience. The tool updates the calendar in real time, eliminating scheduling conflicts and eliminating the need for manual coordination.

Improved customer experience

Microsoft Bookings puts the power of scheduling directly into the hands of customers, improving their experience and satisfaction. By offering a self-service booking system, companies can allow customers to schedule appointments online, eliminating the historical back and forth related to scheduling. With Bookings, customers can easily find available time slots, select their desired services and receive automated confirmations and reminders, ensuring a seamless experience from start to finish.

Flexible service adjustment

Bookings allows companies to offer various services based on employee availability. Whether for consultations, meetings or services such as haircuts or spa treatments, you can create a comprehensive list of offers and customize the duration and availability of each service. This flexibility allows clients to find the right services and book appointments that meet their specific needs.

Seamless integration with Microsoft Ecosystem

As part of the Microsoft suite of applications, Bookings integrates seamlessly with other tools such as Outlook, Teams and SharePoint. Teams meetings and links can be automatically created and sent to your clients and your employees that automatically appear in Outlook calendars. This integration provides a coherent workflow, synchronizing appointments across platforms and reducing the risk of double bookings or missed meetings. By harnessing the power of the Microsoft ecosystem, companies can create a unified experience for both employees and customers.

If you need information from a customer prior to the meeting, you can create custom fields or even send a link to a Microsoft Form as part of the booking confirmation and reminder process.

Automated reminders and notifications

Microsoft Bookings allows companies to automate appointment reminders and notifications, saving time and reducing no-shows. Through email notifications, customers receive reminders about their upcoming appointments, reducing the likelihood of missed meetings. Additionally, companies can customize these notifications to include important details, such as location information or pre-appointment requirements, ensuring a smooth and well-prepared experience for both parties.

Quick guide: How to get customers to schedule a meeting with Microsoft Bookings
To get customers to book meetings effortlessly, follow these steps:

  1. Sign in to your Microsoft 365 account and open the Bookings app. (or go to
  2. Create a new calendar and define the services you offer.
  3. Adjust the availability and duration of each service according to your preferences.
  4. Publish your booking page, which generates a unique URL for customers to access.
  5. Share the URL on your website, social media platforms, or via email to promote your booking system.
  6. Customers can visit the booking page, select the desired service and choose an available time slot.
  7. Once a customer chooses a time, they provide their contact information and confirm the booking.
  8. Bookings will automatically update your calendar, and both you and the client will receive confirmation emails with appointment details.

Microsoft Bookings revolutionizes appointment scheduling and management, offering companies an efficient and customer-focused solution that doesn’t cost much. In fact, if you have Microsoft Business Premium licenses, it costs you nothing!

If you want to learn more about Microsoft Bookings or need help configuring it for your business, contact us today.

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