You can have customers choose staff members when booking. In this video, learn how to add and edit staff member information, including working hours, to make them selectable by customers.
- [Instructor] If you decide customers … should be able to book staff members … when booking appointments in Microsoft Bookings, … you'll want to add staff to make them selectable. … In our scenario of the Landon Hotel Spa, Phyllis Lucero … is the administrator and she has decided that customers … will be able to choose a specific person for a booking. … That means we need to go over here to the left-hand side, … click Staff, and start adding those staff members. … We'll notice that there's one staff member there by default. … That is the administrator, the person setting this all up. … In our scenario, it's Phyllis. … Now we can go in and make changes to Phyllis. … For example, you can see that she is bookable … but maybe she shouldn't be. … Clicking anywhere in the name or title … takes us into editing, where we see, for example, … a color code applied to the initials for Phyllis Lucero. … There's the email address. … We could add a phone number if we wanted to. … And there's the role of administrator. …
This course covers everything you need to begin booking appointments with ease. Instructor David Rivers begins by walking through how to set up your business offerings and public calendar. David then shows how to create and manage your customer and staff lists, set scheduling policies, and assign staff to open appointment dates and times. He also covers how to manage your bookings from a mobile device.
Skill Level Beginner
What you need1m 30s
1. Set Up Your Booking Page
2. Manage Staff and Bookings
3. Use Bookings on Other Devices
Next steps1m 19s
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