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Microsoft Bookings

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Microsoft Bookings is an Office 365 is a Microsoft 365 (M365) application used for appointment booking. It can be used for scheduling academic advising appointments, office hours, etc. View Microsoft's FAQ on Bookings

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Bookings

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.

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All full-time employees

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at the University of Waterloo who have a M365 email account have access to Bookings

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. Students, sponsored/departmental accounts, most part-time staff, alumni and retired employees are not eligible to request, administer, or own a Microsoft Bookings site, but will be able to book appointments with employees that use the application

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How does Microsoft Bookings work? 

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How to create a business calendar with Microsoft Bookings

When creating a new Bookings calendar, select a descriptive calendar name (e.g. Visitors Centre - University of Waterloo). This will allow for you to easily search for your calendar in the Global Address List. 
Info

Go to http://portal.office.com/ and click on the 'Bookings' app. If the Bookings app does not appear on the homepage, click All apps > Bookings

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On the top banner, click the 'Get it now' button.

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In the setup pop-up window, enter your calendar name and business type in the respective fields. Click the 'To Bookings' button. Your calendar will be created and you will be redirected to the Bookings homepage. 

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Configure and customize the necessary settings for your calendar: 

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Add your business information

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Set your scheduling policies

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Define your service offerings

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Create your staff list

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Set employee working hours

Microsoft Bookings Calendar naming requirements

When requesting a new Bookings calendar, please follow the naming conventions below. Only calendars with acceptable naming conventions will be approved for creation. 

  • For department/group calendars: DepartmentName-CalendarName (Department name acronyms should be used for longer department names)

    • Examples: Visitors Centre - Campus Tours, MUR - Events

  • For instructor calendars (e.g. Office Hours): 'Office Hours' -ProfessorName

    • Examples: Office Hours - John Smith

  1. Submit a request for a Bookings Calendar. Enter a descriptive calendar name and select the most applicable calendar type (Education, IT Support, Recruiting, Healthcare, Financial Services, Sales, or Other). It may take 24-48 hours for your Bookings calendar to be created. The calendar type you choose will not impact the functionality of your Bookings Calendar. If unsure, choose ‘Education’.

  2. Once you receive your calendar, configure and customize the necessary settings. A default service was created along with your calendar. You will need to delete it or edit it with the details of one of your service offerings.

    1. Enter your business information

    2. Add staff to Bookings

    3. Define your service offerings

    4. Schedule business closures, time off, and vacation

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    1. time

    2. Set your scheduling policies

    3. Set employee working hours

    4. Customize and publish your booking page

    5. Create

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Once your calendar has been set up, go to the Booking Page tab and click 'Save and publish'.

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    1. a manual booking

  1. Now you are ready to share your Bookings Calendar. Go to Booking Page and click Copy to copy the calendar link. Share the calendar link with your customers so that they can start booking! You can click the

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  1. Open published page

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  1. button to preview your Booking page. 

    1. Learn more about how to book an appointment in Microsoft Bookings.

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