Overview of the Bookings app in Teams

Overview of the Bookings app in Teams

The Bookings app in Microsoft Teams offers a simple way to schedule virtual appointments, like healthcare visits, financial consultations, and educator office hours.

Schedulers can manage multiple department and staff calendars, as well as communications with internal and external attendees, from a single experience. The virtual appointments themselves are held via Microsoft Teams Meetings, which offers robust videoconferencing capabilities.

Before you get started with the app, here are five things to know:

1. Bookings offers experiences tailored to various industries.

When you set up Bookings for your org or department, you’ll be prompted to selected one of the following business types:
 

Healthcare

Sales

Education

Recruiting

IT Support

Other

After doing so, you’ll get vertical-specific language in your appointment and email templates. You can always choose Other for a more universal experience.

2. Your org can have one or more booking calendars.


Think about whether it makes sense for external attendees to receive a booking email from your overall organization or from a specific department. This can help you decide if you want to set up one or more booking calendars—as well as what to name each one. Each booking calendar accommodates up to 40 staff members, so large orgs often choose to set up calendars by department. 

3. Scheduling bookings is easy and flexible.


Scheduling a booking involves filling out a simple form and adding attendees. You can add optional internal notes and set different reminders for external attendees and staff, too.

Create a booking in the Bookings app in Microsoft Teams

You can save time by creating different Appointment types. Once you do, every time you select an Appointment type for a booking, the information you’ve included (e.g. parking directions, appointment prep details) will automatically be emailed to attendees.

4. Attendees can join a booking, with or without a Teams account.


Attendees—both internal and external—will have a Join your appointment link inside every email or calendar event related to their booking.

Bookings app with Join link highlighted

On desktop, attendees can join on the web or download the Teams app (recommended). Learn more

On mobile, attendees do need to download the Teams app, though they have the option to Join as a guest or Create an account. Learn more

5. Extra functionality is available in the Bookings web app.

While the Bookings app in Teams provides a streamlined workflow for scheduling and conducting virtual appointments, the Bookings web app lets you take additional actions, such as:

  • Publish a self-service scheduling page

  • Set a logo for your business

  • Set business hours

To use these additional features, select  in the upper right of your screen, then Open in Bookings web app.

Option from Teams to Open Bookings web app

Visit the Bookings web app support content for more information.

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