Once you have created your Bookings calendar, you are ready to start setting up your Bookings page. Please see Microsoft's instructions for defining your service offerings. We recommend making your services generic frequencies, such as 15 minutes, 30 minutes, or 1-hour time slots. You can get as specific as you want to in this area:
All of the customizable fields that you see within this tab are explained in a table below:
Customizable Field: |
Explanation: |
Service Name |
What the bookable service will be called
|
Description |
This is what appears when a scheduled selects the ‘information’ icon
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Default location |
Location of the meeting place for this service
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-Add online meeting |
You can link a MS teams meeting by toggling this on. When the scheduler books the appointment, a Teams meeting URL will pre-populate in the appointment.
|
Default Duration |
The length of time for the service/meeting
|
Buffer time your customers can’t book |
A buffer between, before and after appointments
|
Default price |
You can establish a price for the service. We recommend leaving this as ‘Price not set,’ unless you are truly offering a billable service
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Notes (internal only) |
This is largely for notes to self or notes to other staff that this calendar may be shared with
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Custom Fields |
Here you can create specific fields that you would like the scheduler to complete before being able to book an appointment
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Reminders and Confirmations |
Here is where you can configure customized appointment reminders via email or text message
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Publishing Options |
Where you can make the service visible or unpublished
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Online scheduling options |
This is where you can configure increments as well as minimum and maximum lead times
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Staff |
You can determine whether or not schedulers can choose who they want to meet with (applicable if this is a shared calendar). If this calendar is just for one individual, this setting can be ignored
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