Join David Rivers for an in-depth discussion in this video What you need, part of Microsoft Bookings Essential Training.
- [Instructor] Well here's what you need to know before we get started with this course. Firstly, Microsoft Bookings is an online application, so the first thing you'll need to have to follow along with me in this course is a connection to the internet. It's also part of Office 365 for Business and Microsoft 365, so you'll need to be subscribed to an Office 365 for Business Premium plan, or Microsoft 365 Business plan. You won't find Bookings included in any Personal Office 365 plans, but you can get the free add-on if you access Office 365 with an Enterprise account, E3 or E5 plan, at least at the time of this recording. But don't worry, your staff won't need to subscribe to do their part in Bookings. And I'll be working with Microsoft Bookings on a Windows 10 computer, but because it's an online application, you'll be able to follow along with me on a computer running other versions of Windows, or even on a Mac computer. And in the very last chapter to follow along with me, you'll need to be able to access your Office 365 Business account on a tablet or smartphone. I'll be working with an iPad mini. And lastly, while there's no real need for exercise files in this course, there is a document full of sample services and their descriptions that you can download from the exercise files folder. We'll use this to copy and paste data as we go about adding services to our bookings page. It's going to save us a ton of time.
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.