Introduction to Microsoft 365 Bookings & Bookings App in Teams
1. Introduction to Microsoft 365 Bookings &
how to use bookings app in MS Teams
By,
Vignesh Ganesan
MWP Technical Specialist
Microsoft , India
&
Vijai Anand Ramalingam
Microsoft MVP
MWP Technical Architect , Cognizant UK
4. What to expect from today’s session
What is Microsoft
Bookings?
Demo
Bookings app and virtual
visits in Microsoft Teams
Microsoft Bookings
API & Licensing
Setting up bookings
5. Bookings, appointment scheduling simplified for your customers
Customers can book appointments online
Integrate in your website, Facebook page, email signature, or publish separately
Create a booking page in minutes
Automatic confirmations and reminders reduce no-shows
Create additional booking pages and add staff with no extra cost
6. Microsoft Bookings
What is it ?
Microsoft Bookings makes managing online appointments easy for small businesses and their customers. With a few steps, a business owner sets up an
online booking page which their customers can use to make appointments online, 24/7. Bookings helps business owners save time by reducing the
amount of scheduling and re-scheduling of appointments, for both customers and employees.
What SKUs?
Microsoft 365 Business Standard , Microsoft 365 Business Premium , Office 365 Education A3, Office 365 A5, Office 365 Enterprise E3 and Office 365
Enterprise E5
When
Late Feb 2017 – WW availability
Who?
Bookings is targeted at small businesses with less than 10 employees. Like appointment-based services, such as hair salons, yoga studios, pet groomers,
counselors, etc.
Why?
Small businesses are a big opportunity for Microsoft. Millions of small businesses depend on Office every day, and Bookings is part of our effort to deliver
new value to them by building scenarios that extend beyond core productivity.
7. Small Business Pain Points
• Phone tag / voicemails
• Missed appointments
• Customer No shows
• Service and staff scheduling hassles
• Staff no shows
• Being on the go
• Re-scheduling / reminders / cancellations
8. Bookings key advantages
Small Business
Owner StaffCustomer
Customer books service on web page using
their phone or browser and gets an email
confirmation with a calendar invte and
reminders.
Delight customers
Staff members see their bookings in
their calendar and get reminders, even if
they aren’t on O365. Customers get a
calendar invite and reminders.
Decrease no-shows
Owner or staff can manage bookings,
record customer preferences, customize
how services and staff are scheduled.
Save time
9. Bookings additional advantages
• Included in Office 365
• Very competitive price point vs current competitors
• Easy and fast set-up
• Only one Office 365 account needed – Staff can be added with any email
• Manage more than one Bookings calendar with the same Office 365 account
• One simple price, all the staff and bookings you need
• Office 365 security, privacy, and compliace features
• Tight integration with other Office Apps
11. Microsoft Bookings
Customer StaffSmall Business Owner
Book online
Customer books service on web page using
their phone or browser and gets an email
confirmation and reminders.
Staff schedules
Staff sees their bookings and gets
reminders, even if they aren’t on O365.
Microsoft Bookings
Owner or staff can manage bookings,
record customer preferences, customize
how services and staff are scheduled.
12. New users must first sign up for Office 365. Existing Office 365 users open the web app to setup.
30. User can contact the customer or get directions using the booking.
31. Prerequisites and Licensing for using the Bookings app in
MS Teams
The Exchange mailbox must be in Exchange Online. On-premises Exchange Server mailboxes are not
supported.
Microsoft Bookings must be turned on for the organization.
Users must have an appropriate license. Office 365 A3, A5, E3, and E5, as well as Microsoft 365 Business
Standard, A3, A5, E3, and E5 are supported.
All users of the Bookings app and all staff participating in meetings must have a license that supports Teams
Meeting scheduling.
Your systems must meet all Software and browser prerequisites.
I referred to commonalities and "key differences" across our target SB segments on the previous slide. Here we show our targets, their common pain points, their unique needs, and again the competitors that best meet their needs. This is a good summary of our market environment.
Key differences to highlight: for PS - our solution has to work on their existing sites, has to look professiona, AND benefit from an associated file storage soln; for BF - we need to support POS and payment processing and must make 1:many schedule and class set-up/management work well; for HS - it's got to be mobile, has to offer great reminders features, we have to offer a scheduling tool that works w/o a website, and has to support employee scheduling in concert with customer booking.
I referred to commonalities and "key differences" across our target SB segments on the previous slide. Here we show our targets, their common pain points, their unique needs, and again the competitors that best meet their needs. This is a good summary of our market environment.
Key differences to highlight: for PS - our solution has to work on their existing sites, has to look professiona, AND benefit from an associated file storage soln; for BF - we need to support POS and payment processing and must make 1:many schedule and class set-up/management work well; for HS - it's got to be mobile, has to offer great reminders features, we have to offer a scheduling tool that works w/o a website, and has to support employee scheduling in concert with customer booking.