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Microsoft 365: Bookings

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Audience: Faculty, Staff
Service Category: Email & Collaboration
Owner Team: IT DWS Collaboration
Service:
Microsoft 365

Description

Microsoft Bookings is an online and mobile app for teams providing services to customers on an appointment basis.

Get started with Bookings

To get started sign in to Microsoft 365 and select Bookings from the app launcher.

Choose Get it now on the Bookings page.

Add your business information and you're ready to start using Bookings.

To manage your bookings on your mobile device, download Bookings from your app store.

For more information about setting up Microsoft Bookings, review the Bookings Setup Page.

Use Bookings

On the Bookings dashboard, review your business address, hours, and other business information, and update if needed.
On the Calendar page, you and your staff can add or update customer appointments. You can view your calendar by day, week, or month.
On the Customers page, new customers can be added or imported from other accounts like Gmail, or a device.

The Staff page allows you to add and manage your staff. It's important to add their email addresses so they can receive immediate notifications of new appointments.
The Services page allows you to add or manage the services that customers choose when booking an appointment.
Finally, on the Bookings page, you'll find many settings like your scheduling policy, email notifications, time zone settings, and more.

Once you've saved and published your Bookings calendar, it can be embedded on a website or within an email.

Support

For questions and support, submit a ticket on our Employee Self-Service Portal. You can also chat with other Microsoft 365 users at UCSF on the Office 365 Team (open to anyone at UCSF - use the join code 7me7twx).

Training

To learn more about Microsoft Bookings, refer to Microsoft Bookings Training Information.

Microsoft 365: Bookings Setup

Requirements and Limitations

Microsoft Bookings is available to UCSF Microsoft 365 users with an A3 license, which is provided to all career staff.

To access Microsoft 365, you will need a web browser (Google Chrome or Microsoft Edge are recommended for the best experience) and a UCSF email address.