title
How to use Microsoft Bookings

description
In this step-by-step tutorial, learn how to use Microsoft Bookings to schedule and manage appointments with customers. With Microsoft Bookings, customers can choose a service, pick a time, and receive reminders leading up to their service date. Microsoft Bookings is only available to business accounts, including Microsoft 365 Business Standard, Microsoft 36 Business Premium, or A3 and E3 and above plans. 0:00 Introduction 1:22 What Microsoft 365 plan and account you need to use Bookings 3:10 How to sign in 3:30 Walk through of home page 3:50 How to set up logo 5:07 Set Business Information 6:10 Add Services 13:14 Add Staff 15:43 Configure Booking page 21:05 Publish Booking page 21:20 Booking page from customer perspective 23:04 Customer confirmation page example 23:30 Email examples that Booking sends out 24:30 How to embed Bookings link into web site, email, Facebook, Twitter, etc. 25:07 How to manage customers 25:57 How to use calendar and manually add appointments or set time off 27:52 Wrap up As full disclosure, I work at Microsoft as a full-time employee.

detail
{'title': 'How to use Microsoft Bookings', 'heatmap': [{'end': 229.295, 'start': 186.673, 'weight': 1}, {'end': 1285.798, 'start': 1249.927, 'weight': 0.731}], 'summary': 'Learn how to implement and use microsoft bookings, a scheduling tool for small businesses, covering features such as email and text reminders, comparing cost and value to other offerings, setting up tech consulting services, customizing service bookings, integrating with outlook calendar, and enhancing user experience and business efficiency.', 'chapters': [{'end': 433.937, 'segs': [{'end': 27.893, 'src': 'embed', 'start': 0.029, 'weight': 0, 'content': [{'end': 2.171, 'text': 'Hi everyone, my name is Kevin.', 'start': 0.029, 'duration': 2.142}, {'end': 7.697, 'text': 'Today I want to show you how you can both get and use Microsoft Bookings.', 'start': 2.291, 'duration': 5.406}, {'end': 12.701, 'text': 'And as full disclosure before we jump into this, I work at Microsoft as a full-time employee.', 'start': 7.997, 'duration': 4.704}, {'end': 22.171, 'text': 'First off, what is Microsoft Bookings? Well, Microsoft Bookings allows customers to schedule time or appointments with small businesses.', 'start': 13.262, 'duration': 8.909}, {'end': 27.893, 'text': "So, imagine that maybe you're a dentist, you're a piano teacher, you're a hairdresser, maybe you're a gym trainer.", 'start': 22.631, 'duration': 5.262}], 'summary': 'Kevin from microsoft explains how to use microsoft bookings for small businesses to schedule appointments.', 'duration': 27.864, 'max_score': 0.029, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo29.jpg'}, {'end': 64.946, 'src': 'embed', 'start': 39.357, 'weight': 1, 'content': [{'end': 45.9, 'text': 'and then Bookings will go ahead and schedule that appointment on behalf of the customer, and not only will it book the appointment,', 'start': 39.357, 'duration': 6.543}, {'end': 51.702, 'text': "but then it'll also remind the customer, as the appointment gets closer, via email and via text.", 'start': 45.9, 'duration': 5.802}, {'end': 54.883, 'text': "It's not just limited to small businesses either.", 'start': 52.302, 'duration': 2.581}, {'end': 57.724, 'text': 'You could even imagine a teacher taking advantage of this.', 'start': 55.383, 'duration': 2.341}, {'end': 64.946, 'text': "Maybe you have office hours and you want your students to come in and book a time during your office hours, or maybe you're an office worker and,", 'start': 57.824, 'duration': 7.122}], 'summary': 'Bookings schedules appointments and sends reminders via email and text, suitable for small businesses and educators.', 'duration': 25.589, 'max_score': 39.357, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo39357.jpg'}, {'end': 154.179, 'src': 'embed', 'start': 119.378, 'weight': 2, 'content': [{'end': 126.141, 'text': 'Microsoft Bookings comes with Microsoft 365 Business Standard and it also comes with Business Premium.', 'start': 119.378, 'duration': 6.763}, {'end': 131.104, 'text': 'So if you have one of these accounts, you can take advantage of Microsoft Bookings.', 'start': 126.201, 'duration': 4.903}, {'end': 133.385, 'text': "If you don't have it yet, you could buy it.", 'start': 131.564, 'duration': 1.821}, {'end': 136.407, 'text': 'The cheapest plan that comes with it is $12.50 per month.', 'start': 133.485, 'duration': 2.922}, {'end': 138.528, 'text': 'Now $12.50 per month.', 'start': 136.987, 'duration': 1.541}, {'end': 145.632, 'text': 'you get Microsoft Bookings, but not only that, you also get all of the different Office apps, including Outlook, Word, Excel, PowerPoint,', 'start': 138.528, 'duration': 7.104}, {'end': 146.613, 'text': 'Publisher and Access.', 'start': 145.632, 'duration': 0.981}, {'end': 151.816, 'text': 'And then you also get Exchange for email, you get OneDrive for cloud storage, you get SharePoint.', 'start': 146.953, 'duration': 4.863}, {'end': 154.179, 'text': 'and you also get Microsoft Teams.', 'start': 152.176, 'duration': 2.003}], 'summary': 'Microsoft bookings comes with microsoft 365 business standard and premium, starting at $12.50 per month, including office apps, exchange, onedrive, sharepoint, and microsoft teams.', 'duration': 34.801, 'max_score': 119.378, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo119378.jpg'}, {'end': 197.716, 'src': 'embed', 'start': 171.579, 'weight': 4, 'content': [{'end': 176.824, 'text': 'Now you need either one of these and once you either sign up for an account or if you already have an account.', 'start': 171.579, 'duration': 5.245}, {'end': 181.608, 'text': "what we're going to do next is I'm going to open up a browser window and, assuming you now have an account,", 'start': 176.824, 'duration': 4.784}, {'end': 186.193, 'text': 'we want to log into Microsoft Booking so we could get our business set up and start accepting appointments.', 'start': 181.608, 'duration': 4.585}, {'end': 191.955, 'text': 'Now to do that here I am on the Microsoft Bookings website, but what I want to do is I want to log in,', 'start': 186.673, 'duration': 5.282}, {'end': 197.716, 'text': 'and the easiest way to log in is to go up to the URL field and type in book.ms.', 'start': 191.955, 'duration': 5.761}], 'summary': 'Log in to microsoft bookings at book.ms to set up business and accept appointments.', 'duration': 26.137, 'max_score': 171.579, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo171579.jpg'}, {'end': 250.407, 'src': 'heatmap', 'start': 186.673, 'weight': 5, 'content': [{'end': 191.955, 'text': 'Now to do that here I am on the Microsoft Bookings website, but what I want to do is I want to log in,', 'start': 186.673, 'duration': 5.282}, {'end': 197.716, 'text': 'and the easiest way to log in is to go up to the URL field and type in book.ms.', 'start': 191.955, 'duration': 5.761}, {'end': 199.717, 'text': 'MS stands for Microsoft.', 'start': 198.316, 'duration': 1.401}, {'end': 206.679, 'text': 'So if you type in book.ms, this will drop you into Microsoft Bookings and here we are on the home page.', 'start': 200.177, 'duration': 6.502}, {'end': 212.243, 'text': "One of the things that you'll notice here at the top of the homepage, well, first off, it's saying, good evening, Kevin Stratford.", 'start': 207.199, 'duration': 5.044}, {'end': 214.204, 'text': "It's very nice of Bookings to say that to me.", 'start': 212.303, 'duration': 1.901}, {'end': 217.627, 'text': 'And here it calls out new features and product tips.', 'start': 214.605, 'duration': 3.022}, {'end': 219.508, 'text': 'So I see all these different product tips.', 'start': 217.947, 'duration': 1.561}, {'end': 222.71, 'text': "And if I click on the carousel, I'll see a lot more tips.", 'start': 219.548, 'duration': 3.162}, {'end': 229.295, 'text': "And what this is trying to do is it's trying to help me get started with Bookings and make sure that my account is up and running.", 'start': 222.771, 'duration': 6.524}, {'end': 234.578, 'text': 'If I look over on the left hand side, probably one of the things I want to do is it says add logo,', 'start': 229.695, 'duration': 4.883}, {'end': 239.641, 'text': "and I don't yet have a logo for my business and I don't even really know what type of business I have.", 'start': 234.578, 'duration': 5.063}, {'end': 242.302, 'text': 'So maybe for the purposes of this tutorial,', 'start': 239.681, 'duration': 2.621}, {'end': 250.407, 'text': "I'm going to pretend to be a tech support company and people will be able to book time with me for tech support and maybe I'll have a few employees as well.", 'start': 242.302, 'duration': 8.105}], 'summary': 'Logging into microsoft bookings by typing book.ms, accessing new features and product tips, setting up account for tech support company.', 'duration': 63.734, 'max_score': 186.673, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo186673.jpg'}], 'start': 0.029, 'title': 'Microsoft bookings implementation', 'summary': 'Discusses acquiring and using microsoft bookings, a scheduling tool for small businesses, covering its features such as email and text reminders, and compares its cost and value to other offerings. it also explains the process of setting up and configuring microsoft bookings, including adding services and configuring service details to effectively manage business operations.', 'chapters': [{'end': 170.798, 'start': 0.029, 'title': 'Microsoft bookings: get and use', 'summary': 'Discusses microsoft bookings, a scheduling tool for small businesses and individuals, explaining how to acquire it and its features, including email and text reminders, and its cost and value compared to other offerings.', 'duration': 170.769, 'highlights': ['Microsoft Bookings allows customers to schedule time or appointments with small businesses such as dentists, piano teachers, hairdressers, and gym trainers. It provides a variety of examples of small businesses that can benefit from using Microsoft Bookings.', 'It sends email and text reminders to customers as the appointment approaches. Highlights the feature of Microsoft Bookings that helps in customer engagement and reducing no-shows.', 'Microsoft Bookings is available with Microsoft 365 Business Standard and Business Premium, with the cheapest plan costing $12.50 per month. Details the availability and cost of Microsoft Bookings, emphasizing the value it offers alongside other Office apps and tools.', 'Compared to other offerings, Microsoft Bookings provides more value at a relatively reasonable cost, as it includes various Office apps and tools. Emphasizes the cost-effectiveness and value of Microsoft Bookings compared to other similar offerings in the market.']}, {'end': 433.937, 'start': 171.579, 'title': 'Setting up and configuring microsoft bookings', 'summary': 'Covers the process of logging into microsoft bookings, setting up business information, adding services, and configuring service details, emphasizing the importance of having a well-configured account and the features available for business management.', 'duration': 262.358, 'highlights': ['The chapter covers the process of logging into Microsoft Bookings, setting up business information, adding services, and configuring service details. The tutorial provides a step-by-step guide on how to log into Microsoft Bookings, set up business information, and configure service details for a tech support company.', 'The tutorial emphasizes the importance of having a well-configured account and the features available for business management. The tutorial highlights the significance of having a well-configured account on Microsoft Bookings and the available features for managing a business, such as adding a logo, analyzing bookings, and estimated revenue.']}], 'duration': 433.908, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo29.jpg', 'highlights': ['Microsoft Bookings provides a variety of examples of small businesses that can benefit from using it.', 'Microsoft Bookings sends email and text reminders to customers, reducing no-shows and engaging customers.', 'Microsoft Bookings is available with Microsoft 365 Business Standard and Business Premium, with the cheapest plan costing $12.50 per month.', 'Microsoft Bookings provides more value at a relatively reasonable cost compared to other offerings, including various Office apps and tools.', 'The tutorial provides a step-by-step guide on logging into Microsoft Bookings, setting up business information, and configuring service details.', 'The tutorial emphasizes the importance of having a well-configured account and the available features for managing a business.']}, {'end': 779.707, 'segs': [{'end': 525.777, 'src': 'embed', 'start': 494.107, 'weight': 0, 'content': [{'end': 495.727, 'text': "I'm going to turn off the buffer time.", 'start': 494.107, 'duration': 1.62}, {'end': 503.303, 'text': 'One of the things you can also set here is enable customers to manage their appointment when it was booked by you or your staff on their behalf.', 'start': 497.119, 'duration': 6.184}, {'end': 504.424, 'text': 'That sounds good.', 'start': 503.723, 'duration': 0.701}, {'end': 510.328, 'text': 'So if I schedule a meeting for someone, the customer can then come in and they can go ahead and adjust the time or reschedule.', 'start': 504.464, 'duration': 5.864}, {'end': 513.99, 'text': 'That seems like a good business practice just to give customers flexibility there.', 'start': 510.628, 'duration': 3.362}, {'end': 519.254, 'text': 'And I could also set my default price here and you have lots of different options here.', 'start': 514.591, 'duration': 4.663}, {'end': 523.856, 'text': 'all the way from a fixed price to starting at, to hourly, to call us.', 'start': 520.094, 'duration': 3.762}, {'end': 525.777, 'text': 'So you could set lots of different prices.', 'start': 524.316, 'duration': 1.461}], 'summary': 'Customers can manage appointments; flexible pricing options available.', 'duration': 31.67, 'max_score': 494.107, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo494107.jpg'}, {'end': 604.873, 'src': 'embed', 'start': 577.172, 'weight': 4, 'content': [{'end': 583.496, 'text': "So if I want different fields that the customer has to provide beyond what's listed here, I could go ahead and do that.", 'start': 577.172, 'duration': 6.324}, {'end': 587.86, 'text': "But in this case, I'm happy if the customer just provides an email address.", 'start': 583.797, 'duration': 4.063}, {'end': 592.808, 'text': 'Now one of the things that you could do here is you can send email reminders.', 'start': 588.226, 'duration': 4.582}, {'end': 598.57, 'text': 'So once a customer books a session with you, you could set up different reminders.', 'start': 592.868, 'duration': 5.702}, {'end': 604.873, 'text': "So here I'm going to go ahead and click on edit and it says that one day before send a reminder to the customer,", 'start': 598.61, 'duration': 6.263}], 'summary': 'Allowing customer to provide email address for reminders and customization of fields.', 'duration': 27.701, 'max_score': 577.172, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo577172.jpg'}, {'end': 664.541, 'src': 'embed', 'start': 640.845, 'weight': 1, 'content': [{'end': 647.85, 'text': "Very nice way where reminders will go out to your customers or to your students or to your coworkers, whoever's booking the appointment.", 'start': 640.845, 'duration': 7.005}, {'end': 657.036, 'text': "It'll remind them that they have an appointment coming up and the goal of this is that hopefully it reduces no-shows and the customers who sign up end up showing up.", 'start': 648.19, 'duration': 8.846}, {'end': 661.299, 'text': "The worst thing for a business is that you had an hour scheduled, the customer doesn't show up.", 'start': 657.056, 'duration': 4.243}, {'end': 664.541, 'text': "that's now time lost and you've lost that revenue for that hour.", 'start': 661.299, 'duration': 3.242}], 'summary': 'Automated reminders reduce no-shows and increase customer attendance for appointments.', 'duration': 23.696, 'max_score': 640.845, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo640845.jpg'}, {'end': 758.19, 'src': 'embed', 'start': 732.431, 'weight': 3, 'content': [{'end': 739.316, 'text': 'what you can do is you can modify the booking policies for each one of the services if you wanna customize it by service.', 'start': 732.431, 'duration': 6.885}, {'end': 741.957, 'text': "So let's say in the example that you're a dentist.", 'start': 739.736, 'duration': 2.221}, {'end': 746.12, 'text': 'maybe if someone is just coming for a cleaning, you know you need lead time of just a day,', 'start': 741.957, 'duration': 4.163}, {'end': 752.465, 'text': "but maybe if someone's coming in and you're gonna fix cavities, then maybe you need more lead time, because maybe there's some prep involved.", 'start': 746.12, 'duration': 6.345}, {'end': 758.19, 'text': 'So different services might require different lead time and different minimum lead time and time increments.', 'start': 752.505, 'duration': 5.685}], 'summary': 'Customize booking policies for different services based on lead time and service type.', 'duration': 25.759, 'max_score': 732.431, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo732431.jpg'}], 'start': 433.977, 'title': 'Tech consulting service setup and managing service bookings', 'summary': 'Covers setting up a tech consulting service with options for online meetings, duration, buffer time, appointment management, pricing, and internal notes. it also includes customization of service bookings, such as setting up custom fields, sending reminders, and modifying publishing and scheduling options.', 'chapters': [{'end': 546.518, 'start': 433.977, 'title': 'Tech consulting service setup', 'summary': 'Discusses setting up a tech consulting service, including options for online meetings, default duration, buffer time, customer appointment management, pricing options, and internal notes.', 'duration': 112.541, 'highlights': ["You can add an online meeting and it'll add a Teams link within the meeting for interfacing with the customer online.", "Options for default duration include setting a certain number of days, hours, and minutes, with the ability to add buffer time on the calendar that customers can't book.", 'Customers can manage their appointment when booked by you or your staff on their behalf, allowing flexibility for rescheduling.', 'Various pricing options are available, including fixed price, starting at, hourly, and call us, with the ability to add internal notes for staff members to see.', 'Setting a fixed price for an hour session at $600, aiming for high-end pricing and the potential to add internal notes for staff members to view.']}, {'end': 779.707, 'start': 547.078, 'title': 'Managing service bookings', 'summary': 'Discusses the customization of service bookings, including setting up custom fields, sending email and text reminders, and modifying publishing and scheduling options.', 'duration': 232.629, 'highlights': ['Bookings allows for customization of fields such as email, phone number, and address, to be filled by the customer, improving data collection and customer communication.', 'The feature of sending email reminders one day before the appointment aims to reduce no-shows and improve attendance, potentially saving revenue and time for the business.', 'The option to send text message notifications serves as an additional reminder and is currently available for free with the Bookings plan.', 'Customizing publishing options allows control over which services are displayed on the main booking page, catering to specific customer segments or preferences.', 'The ability to modify scheduling policies and lead times for different services provides flexibility in managing various types of appointments and services.']}], 'duration': 345.73, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo433977.jpg', 'highlights': ['Customers can manage their appointment when booked by you or your staff on their behalf, allowing flexibility for rescheduling.', 'The feature of sending email reminders one day before the appointment aims to reduce no-shows and improve attendance, potentially saving revenue and time for the business.', 'Various pricing options are available, including fixed price, starting at, hourly, and call us, with the ability to add internal notes for staff members to see.', 'The ability to modify scheduling policies and lead times for different services provides flexibility in managing various types of appointments and services.', 'Bookings allows for customization of fields such as email, phone number, and address, to be filled by the customer, improving data collection and customer communication.']}, {'end': 1032.616, 'segs': [{'end': 861.367, 'src': 'embed', 'start': 802.042, 'weight': 0, 'content': [{'end': 804.983, 'text': 'That means that I have to field all the requests for tech support.', 'start': 802.042, 'duration': 2.941}, {'end': 805.943, 'text': "I don't like that.", 'start': 805.303, 'duration': 0.64}, {'end': 807.184, 'text': 'I need some people to help me out.', 'start': 805.983, 'duration': 1.201}, {'end': 809.465, 'text': "I'm going to click on add a staff member.", 'start': 807.244, 'duration': 2.221}, {'end': 812.827, 'text': 'We are going to hire Adele Vance.', 'start': 810.506, 'duration': 2.321}, {'end': 817.029, 'text': 'She sent me her resume and she looks like a very promising candidate.', 'start': 812.847, 'duration': 4.182}, {'end': 819.31, 'text': "I'll bring her on board and add her as a staff member.", 'start': 817.069, 'duration': 2.241}, {'end': 820.871, 'text': 'right away.', 'start': 820.27, 'duration': 0.601}, {'end': 824.433, 'text': 'Now, what we could do is here for Adele Vance, I could set her initials.', 'start': 821.091, 'duration': 3.342}, {'end': 827.255, 'text': 'I could go ahead and set a theme color for her.', 'start': 824.894, 'duration': 2.361}, {'end': 831.759, 'text': 'Adele seems kind of like a green bright person, so let me go ahead and set green bright.', 'start': 827.376, 'duration': 4.383}, {'end': 837.743, 'text': "And what I'm gonna do here is I could set an email address, a phone number for Adele.", 'start': 832.379, 'duration': 5.364}, {'end': 841.506, 'text': 'So let me go ahead and set an email address for Adele.', 'start': 837.783, 'duration': 3.723}, {'end': 844.448, 'text': "I'm just gonna go ahead and type in adelevance at microsoft.com.", 'start': 841.546, 'duration': 2.902}, {'end': 846.971, 'text': 'Adele is set as a guest.', 'start': 844.748, 'duration': 2.223}, {'end': 848.833, 'text': 'There are different permissions that you could set.', 'start': 847.091, 'duration': 1.742}, {'end': 853.539, 'text': 'You could have the administrator which allows you to modify all of the settings throughout Microsoft Bookings.', 'start': 848.873, 'duration': 4.666}, {'end': 860.087, 'text': 'You also have a viewer and a viewer is able to come in and they can modify, they can view the calendar.', 'start': 853.999, 'duration': 6.088}, {'end': 861.367, 'text': 'With a guest.', 'start': 860.667, 'duration': 0.7}], 'summary': 'Hiring adele vance for tech support, setting up her profile and permissions.', 'duration': 59.325, 'max_score': 802.042, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo802042.jpg'}, {'end': 919.841, 'src': 'embed', 'start': 877.313, 'weight': 2, 'content': [{'end': 881.117, 'text': 'And here it says notify the staff via email when a booking is assigned to them.', 'start': 877.313, 'duration': 3.804}, {'end': 887.264, 'text': 'So if a customer comes in and picks them as the staff member they would like, Adele will get an email letting her know.', 'start': 881.177, 'duration': 6.087}, {'end': 888.065, 'text': 'That looks great.', 'start': 887.364, 'duration': 0.701}, {'end': 895.172, 'text': 'And then for the business hours, what I want to do is I want to use the standard business hours here.', 'start': 888.425, 'duration': 6.747}, {'end': 897.135, 'text': "So I'm going to go ahead and set that.", 'start': 895.273, 'duration': 1.862}, {'end': 899.197, 'text': 'One more option up above.', 'start': 897.635, 'duration': 1.562}, {'end': 902.358, 'text': 'is events on Office Calendar affect availability.', 'start': 899.577, 'duration': 2.781}, {'end': 909.439, 'text': "What that means is if you're using Outlook as your personal calendar, that'll affect your availability within Microsoft Booking.", 'start': 902.418, 'duration': 7.021}, {'end': 913.96, 'text': "Like I said, if you're using Outlook and maybe you have a full day of meetings on Monday, well,", 'start': 909.699, 'duration': 4.261}, {'end': 919.841, 'text': 'within Bookings no one will be able to book time with you on Monday because that time is taken.', 'start': 913.96, 'duration': 5.881}], 'summary': 'Notify staff via email for bookings, set standard business hours, and sync availability with outlook calendar.', 'duration': 42.528, 'max_score': 877.313, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo877313.jpg'}], 'start': 780.087, 'title': 'Tech consulting service setup', 'summary': 'Details the setup of a tech consulting service, including adding a new staff member, adele vance, and configuring her details, aiming to alleviate the burden of tech support requests for the sole existing staff member. it also covers the process of setting up permissions for staff members and the booking page options, including the different permissions, email notifications, business hours, and page settings. it highlights the integration of microsoft bookings with outlook calendar and the options for customer data usage consent.', 'chapters': [{'end': 841.506, 'start': 780.087, 'title': 'Tech consulting service setup', 'summary': 'Details the setup of a tech consulting service, including adding a new staff member, adele vance, and configuring her details, aiming to alleviate the burden of tech support requests for the sole existing staff member.', 'duration': 61.419, 'highlights': ['Adele Vance is being hired as a new staff member to alleviate the burden of tech support requests for the sole existing staff member.', "The speaker plans to set Adele's initials, theme color, email address, and phone number, aiming to personalize her setup within the organization.", 'The speaker expresses the need for additional staff members to handle tech support requests, indicating the current burden on the sole existing staff member.']}, {'end': 1032.616, 'start': 841.546, 'title': 'Setting up permissions and booking page options', 'summary': 'Details the process of setting up permissions for staff members and the booking page options, including the different permissions, email notifications, business hours, and page settings. it also highlights the integration of microsoft bookings with outlook calendar and the options for customer data usage consent.', 'duration': 191.07, 'highlights': ['Different permissions can be set for staff members, including administrator, viewer, and guest. The administrator can modify all settings throughout Microsoft Bookings, while the viewer can view and modify the calendar. The guest has the most limited permissions, only being able to be assigned to a booking without viewing the booking mailbox.', 'Email notifications can be set to notify staff members when a booking is assigned to them. Staff members, such as Adele, will receive an email notification when a customer selects them for a booking.', 'Integration with Outlook calendar affects staff availability within Microsoft Bookings. Events on the Outlook calendar directly impact the availability of staff within Microsoft Bookings, ensuring that no conflicting bookings are made.', 'Options are available for customizing the booking page, such as requiring a Microsoft 365 account and disabling search engine indexing. The booking page options include the ability to require a Microsoft 365 account, disable search engine indexing, and include customer data usage consent.']}], 'duration': 252.529, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo780087.jpg', 'highlights': ['Adele Vance is being hired as a new staff member to alleviate the burden of tech support requests for the sole existing staff member.', 'Different permissions can be set for staff members, including administrator, viewer, and guest.', 'Integration with Outlook calendar affects staff availability within Microsoft Bookings.', "The speaker plans to set Adele's initials, theme color, email address, and phone number, aiming to personalize her setup within the organization.", 'Email notifications can be set to notify staff members when a booking is assigned to them.']}, {'end': 1246.785, 'segs': [{'end': 1069.644, 'src': 'embed', 'start': 1033.416, 'weight': 0, 'content': [{'end': 1036.679, 'text': "Now, here's where we can set the default scheduling policies.", 'start': 1033.416, 'duration': 3.263}, {'end': 1038.82, 'text': 'I mentioned earlier on the services.', 'start': 1036.739, 'duration': 2.081}, {'end': 1041.222, 'text': 'that you can modify it on a service level.', 'start': 1039.281, 'duration': 1.941}, {'end': 1045.765, 'text': 'But here I just want to set my scheduling policy all up and all my services will use this.', 'start': 1041.262, 'duration': 4.503}, {'end': 1047.566, 'text': 'And so time increments.', 'start': 1046.204, 'duration': 1.362}, {'end': 1051.068, 'text': 'So this is the time increments that a customer could book in.', 'start': 1047.646, 'duration': 3.422}, {'end': 1052.909, 'text': 'So they could book in 30 minute increments.', 'start': 1051.108, 'duration': 1.801}, {'end': 1057.45, 'text': 'That means that someone could book at 9, 9.30, 10, 10.30.', 'start': 1053.229, 'duration': 4.221}, {'end': 1058.473, 'text': 'So I think that sounds good.', 'start': 1057.452, 'duration': 1.021}, {'end': 1059.954, 'text': "I'll set it on 30 minute increments.", 'start': 1058.493, 'duration': 1.461}, {'end': 1063.678, 'text': "And then the minimum lead time for bookings, it's set to 24 hours.", 'start': 1060.395, 'duration': 3.283}, {'end': 1066.841, 'text': "That means I get a day's notice of an appointment coming up.", 'start': 1063.978, 'duration': 2.863}, {'end': 1068.283, 'text': 'That sounds pretty good.', 'start': 1067.142, 'duration': 1.141}, {'end': 1069.644, 'text': "I'd like to have at least a heads up.", 'start': 1068.323, 'duration': 1.321}], 'summary': 'Setting scheduling policies: 30-minute increments, 24-hour lead time.', 'duration': 36.228, 'max_score': 1033.416, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo1033415.jpg'}, {'end': 1132.36, 'src': 'embed', 'start': 1085.961, 'weight': 4, 'content': [{'end': 1092.748, 'text': 'otherwise they could probably solve the problem on their own within email notifications notify the business via email when a booking is created.', 'start': 1085.961, 'duration': 6.787}, {'end': 1097.212, 'text': "so if a customer comes in and sets up a an appointment, it'll send me a notification.", 'start': 1092.748, 'duration': 4.464}, {'end': 1098.253, 'text': "that's very nice to have.", 'start': 1097.212, 'duration': 1.041}, {'end': 1099.575, 'text': "so i'm going to leave that checked.", 'start': 1098.253, 'duration': 1.322}, {'end': 1102.257, 'text': 'Send a meeting invite to the customer.', 'start': 1100.395, 'duration': 1.862}, {'end': 1103.678, 'text': 'This one is interesting.', 'start': 1102.637, 'duration': 1.041}, {'end': 1108.983, 'text': "Not only will it tell the customer that they have an appointment and it's confirmed, but you could also send a meeting invite.", 'start': 1103.738, 'duration': 5.245}, {'end': 1110.744, 'text': 'In Outlook, you could get a meeting invitation.', 'start': 1109.143, 'duration': 1.601}, {'end': 1114.147, 'text': "In Gmail, you could get a meeting invitation and it'll add it to the calendar.", 'start': 1110.784, 'duration': 3.363}, {'end': 1117.39, 'text': "I personally really like this so I'm going to check that box.", 'start': 1114.588, 'duration': 2.802}, {'end': 1121.494, 'text': 'I like when businesses send me an appointment because then on my phone, I could just add it to my calendar.', 'start': 1117.49, 'duration': 4.004}, {'end': 1126.256, 'text': "It's nice functionality so I'm going to check that but your call on whether you want to use something like that.", 'start': 1122.114, 'duration': 4.142}, {'end': 1132.36, 'text': 'And then you also have down here the staff, allow customers to choose a specific person for the booking.', 'start': 1126.717, 'duration': 5.643}], 'summary': 'Email notifications for booking creation, send meeting invite to customer, allow customers to choose specific staff.', 'duration': 46.399, 'max_score': 1085.961, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo1085961.jpg'}, {'end': 1196.745, 'src': 'embed', 'start': 1170.068, 'weight': 7, 'content': [{'end': 1175.713, 'text': 'and then you could even set custom hours as well for when people could book during a certain time period.', 'start': 1170.068, 'duration': 5.645}, {'end': 1181.638, 'text': "Let's say if maybe it's leading up to Christmas and you have shortened hours, you could go ahead and set those shortened hours.", 'start': 1175.753, 'duration': 5.885}, {'end': 1185, 'text': "I don't need to do that, so I'm gonna go ahead and just simply delete that.", 'start': 1182.098, 'duration': 2.902}, {'end': 1188.663, 'text': 'but you do have a lot of flexibility here in terms of what the availability is.', 'start': 1185, 'duration': 3.663}, {'end': 1192.665, 'text': "I'm going to scroll up and work my way down the right-hand side.", 'start': 1189.864, 'duration': 2.801}, {'end': 1193.865, 'text': 'This is my page right now.', 'start': 1192.685, 'duration': 1.18}, {'end': 1196.745, 'text': 'Let me go with a lighter blue just to make it a little more cheery.', 'start': 1193.945, 'duration': 2.8}], 'summary': 'Customizable booking hours with flexibility and color options.', 'duration': 26.677, 'max_score': 1170.068, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo1170068.jpg'}, {'end': 1246.785, 'src': 'embed', 'start': 1208.528, 'weight': 8, 'content': [{'end': 1215.269, 'text': 'What you could do is you could set two colors, a highlight color and a header color by defining the number value for the color.', 'start': 1208.528, 'duration': 6.741}, {'end': 1218.13, 'text': "I like the pre-selected one, so I'm simply going to go with that.", 'start': 1215.569, 'duration': 2.561}, {'end': 1221.332, 'text': 'i could also display my business logo on my booking page.', 'start': 1218.55, 'duration': 2.782}, {'end': 1226.774, 'text': 'if you remember, i set my profile picture as my business logo and, of course, i want to show that on my booking page.', 'start': 1221.332, 'duration': 5.442}, {'end': 1231.317, 'text': 'so i will leave this checked down here with the time zone.', 'start': 1226.774, 'duration': 4.543}, {'end': 1239.121, 'text': 'what you could do is you could set the time zone settings and you could show it in the business time zone or the local users time zone to be user friendly.', 'start': 1231.317, 'duration': 7.804}, {'end': 1241.482, 'text': 'maybe i have people calling in from other time zones.', 'start': 1239.121, 'duration': 2.361}, {'end': 1246.785, 'text': "i want the times to match their time zone, but when i get the appointment it'll align with my time zone.", 'start': 1241.482, 'duration': 5.303}], 'summary': 'Customize colors, display business logo, and set time zone for user-friendly options.', 'duration': 38.257, 'max_score': 1208.528, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo1208528.jpg'}], 'start': 1033.416, 'title': 'Scheduling and booking page customization', 'summary': 'Covers default scheduling policies with 30-minute increments, 24-hour minimum lead time, and maximum one-year lead time, and customization options for booking page including email notifications, staff selection, and time zone settings, enhancing user experience and business efficiency.', 'chapters': [{'end': 1085.961, 'start': 1033.416, 'title': 'Scheduling policies and time increments', 'summary': 'Discusses setting default scheduling policies, including 30-minute booking increments, a 24-hour minimum lead time, and a maximum lead time of one year for appointments to provide adequate notice and prevent excessively distant bookings.', 'duration': 52.545, 'highlights': ['Setting default scheduling policies for services to be used universally, ensuring consistency and efficiency.', 'Establishing 30-minute booking increments for customer appointments, providing flexibility and convenience.', 'Implementing a 24-hour minimum lead time for bookings, allowing for adequate notice of upcoming appointments.', 'Setting a maximum lead time of one year for appointments, preventing excessively distant bookings.']}, {'end': 1246.785, 'start': 1085.961, 'title': 'Booking page customization and functionality', 'summary': 'Details the customization options available for a booking page, such as email notifications, meeting invites, staff selection, general availability settings, color schemes, and time zone settings, providing insights into maximizing user experience and business efficiency.', 'duration': 160.824, 'highlights': ['The option to send email notifications when a booking is created is discussed, enhancing communication and streamlining the booking process. Enhances customer communication and booking process efficiency.', 'The feature of sending meeting invites to customers is highlighted, offering added convenience and calendar integration, contributing to improved user experience. Improves user experience by providing convenience and calendar integration.', 'The capability for customers to choose a specific staff member for their booking is mentioned, potentially boosting customer satisfaction and loyalty. Enhances customer satisfaction and loyalty by offering personalized staff selection.', 'The discussion on general availability settings and the flexibility to set custom hours and date ranges for booking availability is provided, demonstrating the adaptability of the booking system to accommodate specific business requirements. Highlights the adaptability of the booking system to accommodate specific business requirements.', 'The customization options for color schemes and displaying the business logo on the booking page are detailed, emphasizing branding and visual appeal to customers. Emphasizes branding and visual appeal to customers through customization options.', "The setting of time zone preferences to align with the business or local users' time zone is explained, showcasing the consideration for user-friendly scheduling across different time zones. Demonstrates consideration for user-friendly scheduling across different time zones."]}], 'duration': 213.369, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo1033415.jpg', 'highlights': ['Setting default scheduling policies for services to be used universally, ensuring consistency and efficiency.', 'Establishing 30-minute booking increments for customer appointments, providing flexibility and convenience.', 'Implementing a 24-hour minimum lead time for bookings, allowing for adequate notice of upcoming appointments.', 'Setting a maximum lead time of one year for appointments, preventing excessively distant bookings.', 'The option to send email notifications when a booking is created is discussed, enhancing communication and streamlining the booking process.', 'The feature of sending meeting invites to customers is highlighted, offering added convenience and calendar integration, contributing to improved user experience.', 'The capability for customers to choose a specific staff member for their booking is mentioned, potentially boosting customer satisfaction and loyalty.', 'The discussion on general availability settings and the flexibility to set custom hours and date ranges for booking availability is provided, demonstrating the adaptability of the booking system to accommodate specific business requirements.', 'The customization options for color schemes and displaying the business logo on the booking page are detailed, emphasizing branding and visual appeal to customers.', "The setting of time zone preferences to align with the business or local users' time zone is explained, showcasing the consideration for user-friendly scheduling across different time zones."]}, {'end': 1712.537, 'segs': [{'end': 1285.798, 'src': 'heatmap', 'start': 1247.165, 'weight': 0, 'content': [{'end': 1249.867, 'text': 'And then, lastly, what you can also do is you could use Twilio.', 'start': 1247.165, 'duration': 2.702}, {'end': 1252.268, 'text': 'Twilio is an SMS notification service.', 'start': 1249.927, 'duration': 2.341}, {'end': 1261.294, 'text': "But if you use Twilio, you can set this up and it'll send SMSs or text messages to remind customers of appointments.", 'start': 1252.628, 'duration': 8.666}, {'end': 1266.433, 'text': 'Okay, well I filled out all of these details on the booking page.', 'start': 1262.372, 'duration': 4.061}, {'end': 1273.135, 'text': 'So the next thing that I need to do is if I go to the top of the page to publish my page, I need to click on save and publish.', 'start': 1266.733, 'duration': 6.402}, {'end': 1276.856, 'text': "Let's click on that and yes, my page is now live.", 'start': 1273.535, 'duration': 3.321}, {'end': 1281.077, 'text': 'If I click on open publish page, I can see what this looks like.', 'start': 1277.296, 'duration': 3.781}, {'end': 1282.017, 'text': "So let's take a look.", 'start': 1281.097, 'duration': 0.92}, {'end': 1282.797, 'text': 'Look at that.', 'start': 1282.057, 'duration': 0.74}, {'end': 1285.798, 'text': "Here's the handsome guy that you're scheduling tech support with.", 'start': 1283.177, 'duration': 2.621}], 'summary': 'Twilio can send sms reminders for appointments; page published successfully.', 'duration': 38.633, 'max_score': 1247.165, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo1247165.jpg'}, {'end': 1355.621, 'src': 'embed', 'start': 1323.844, 'weight': 2, 'content': [{'end': 1326.085, 'text': "I mean, if I'm gonna pay $600, I might as well get him.", 'start': 1323.844, 'duration': 2.241}, {'end': 1328.226, 'text': 'And I could go with 8 a.m. here.', 'start': 1326.605, 'duration': 1.621}, {'end': 1335.992, 'text': "So this, once again, this is the experience that your customer will see as they're going through and scheduling or booking an appointment with you.", 'start': 1328.266, 'duration': 7.726}, {'end': 1342.417, 'text': 'They could also see the times if a customer wants to modify the time zone, they could click there, choose a different time zone.', 'start': 1336.332, 'duration': 6.085}, {'end': 1345.538, 'text': 'And then this is where the customer adds their details.', 'start': 1343.237, 'duration': 2.301}, {'end': 1355.621, 'text': "So let's say that Emily Braun wants to add an appointment with me and her email address is kevstrat2atoutlook.com.", 'start': 1346.118, 'duration': 9.503}], 'summary': 'Customers can book appointments, modify time zone and add details in the scheduling system.', 'duration': 31.777, 'max_score': 1323.844, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo1323844.jpg'}, {'end': 1449.451, 'src': 'embed', 'start': 1423.137, 'weight': 3, 'content': [{'end': 1426.878, 'text': 'Well, Emily received a calendar invite and if she clicks yes now,', 'start': 1423.137, 'duration': 3.741}, {'end': 1432.62, 'text': "what this does is I'm going to click over onto my calendar and we're going to go over to Monday coming up next week.", 'start': 1426.878, 'duration': 5.742}, {'end': 1436.222, 'text': 'And what we could see now is the tech consulting shows up on her calendar.', 'start': 1433.22, 'duration': 3.002}, {'end': 1437.443, 'text': 'So I really like doing that.', 'start': 1436.262, 'duration': 1.181}, {'end': 1441.446, 'text': "It's a nice thing, but your customer will get an additional message by email.", 'start': 1437.483, 'duration': 3.963}, {'end': 1445.488, 'text': "And here, if I click on the latest one, I'll see the confirmation email.", 'start': 1441.806, 'duration': 3.682}, {'end': 1447.51, 'text': 'So it says confirmed booking for Emily.', 'start': 1445.548, 'duration': 1.962}, {'end': 1449.451, 'text': 'It has the details once again.', 'start': 1447.91, 'duration': 1.541}], 'summary': "Emily's calendar invite confirmed tech consulting for next monday.", 'duration': 26.314, 'max_score': 1423.137, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo1423137.jpg'}, {'end': 1565.305, 'src': 'embed', 'start': 1535.2, 'weight': 4, 'content': [{'end': 1539.404, 'text': 'If I click on new customers, I could add someone or I could even import customers.', 'start': 1535.2, 'duration': 4.204}, {'end': 1543.527, 'text': "Let's say, you run an established business and you simply want to pull in existing customers.", 'start': 1539.444, 'duration': 4.083}, {'end': 1549.492, 'text': 'you could upload a CSV file to make it very quick and easy to get customers into Microsoft Bookings.', 'start': 1543.527, 'duration': 5.965}, {'end': 1552.655, 'text': 'But once again, I had a booking page that someone could just sign up on.', 'start': 1549.712, 'duration': 2.943}, {'end': 1557.419, 'text': "So I had Emily go ahead and enter her information so I didn't have to do that.", 'start': 1553.235, 'duration': 4.184}, {'end': 1565.305, 'text': "The next thing I'm gonna click on is calendar over on the left hand side, and I have it currently set to the month view,", 'start': 1557.859, 'duration': 7.446}], 'summary': 'Demonstrating how to add and import customers, upload csv files for quick customer entry, and use the calendar feature in microsoft bookings.', 'duration': 30.105, 'max_score': 1535.2, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo1535200.jpg'}, {'end': 1621.317, 'src': 'embed', 'start': 1590.347, 'weight': 7, 'content': [{'end': 1593.97, 'text': 'I could also switch to the work week view and see all the upcoming appointments.', 'start': 1590.347, 'duration': 3.623}, {'end': 1596.673, 'text': 'So lots of different views that I can set.', 'start': 1593.99, 'duration': 2.683}, {'end': 1598.515, 'text': 'And I could also go to the month view.', 'start': 1596.953, 'duration': 1.562}, {'end': 1601.312, 'text': 'Now on the calendar view.', 'start': 1599.932, 'duration': 1.38}, {'end': 1603.953, 'text': "some of the other things you can do is let's imagine that you know,", 'start': 1601.312, 'duration': 2.641}, {'end': 1609.354, 'text': "maybe you're a hair salon or you're a gym trainer and you're meeting with your customer and they simply ask you Hey,", 'start': 1603.953, 'duration': 5.401}, {'end': 1611.194, 'text': 'can you set up an appointment for me right now?', 'start': 1609.354, 'duration': 1.84}, {'end': 1614.815, 'text': 'On the calendar view, what you can do is click on new booking.', 'start': 1611.795, 'duration': 3.02}, {'end': 1615.995, 'text': 'go down to the service.', 'start': 1614.815, 'duration': 1.18}, {'end': 1621.317, 'text': 'The only service I have is tech consulting, but if you had more services, you could select from all your different services,', 'start': 1616.035, 'duration': 5.282}], 'summary': 'The calendar view allows for setting appointments and selecting from various services.', 'duration': 30.97, 'max_score': 1590.347, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo1590347.jpg'}, {'end': 1652.323, 'src': 'embed', 'start': 1623.197, 'weight': 8, 'content': [{'end': 1627.778, 'text': 'And then here I could simply set up an appointment so I could type in the name, the customer email.', 'start': 1623.197, 'duration': 4.581}, {'end': 1634.159, 'text': "I have some of the settings of send an email confirmation but since the customer is doing it in person, maybe I don't have to do that.", 'start': 1628.238, 'duration': 5.921}, {'end': 1637.96, 'text': 'I could set to let the customer manage their booking and here I have all the details.', 'start': 1634.639, 'duration': 3.321}, {'end': 1639.02, 'text': 'I could set the times.', 'start': 1638, 'duration': 1.02}, {'end': 1641.101, 'text': 'I could also add a buffer time.', 'start': 1639.5, 'duration': 1.601}, {'end': 1646.242, 'text': 'So all the same types of things that I could do earlier, I could do that here as well.', 'start': 1641.661, 'duration': 4.581}, {'end': 1652.323, 'text': "So this way, I'm going to discard this but I could go ahead and simply book something on behalf of a customer.", 'start': 1646.302, 'duration': 6.021}], 'summary': 'Setting up appointments, managing bookings, and configuring settings for customer convenience.', 'duration': 29.126, 'max_score': 1623.197, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo1623197.jpg'}, {'end': 1689.628, 'src': 'embed', 'start': 1662.515, 'weight': 6, 'content': [{'end': 1666.539, 'text': "and then that way, if a customer tries to book time, it'll show that I'm unavailable.", 'start': 1662.515, 'duration': 4.024}, {'end': 1669.282, 'text': 'or maybe Adele, my employee wants to take some time off.', 'start': 1666.539, 'duration': 2.743}, {'end': 1672.606, 'text': "I could set that on here and she won't be an available staff member.", 'start': 1669.282, 'duration': 3.324}, {'end': 1677.192, 'text': 'All right, well that wraps up this overview of Microsoft Bookings.', 'start': 1673.246, 'duration': 3.946}, {'end': 1684.221, 'text': "If you're a small business owner or a teacher or an office worker, and you think you can now have your customers,", 'start': 1677.552, 'duration': 6.669}, {'end': 1689.628, 'text': 'your coworkers or your students go ahead and book time with you, please give this video a thumbs up.', 'start': 1684.221, 'duration': 5.407}], 'summary': 'Microsoft bookings allows small business owners, teachers, and office workers to manage staff availability and enable customers to book time.', 'duration': 27.113, 'max_score': 1662.515, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo1662515.jpg'}], 'start': 1247.165, 'title': 'Microsoft bookings features and overview', 'summary': 'Covers setting up microsoft bookings for appointment scheduling, using twilio for sms notifications, publishing the booking page, customer experience, sending calendar invites, and managing details. it also provides an overview of managing appointments, setting up new bookings, and staff availability, targeting small business owners, teachers, and office workers.', 'chapters': [{'end': 1552.655, 'start': 1247.165, 'title': 'Microsoft bookings: scheduling and managing appointments', 'summary': "Discusses setting up microsoft bookings to schedule and manage appointments, including using twilio for sms notifications, publishing the booking page, customer's booking experience, sending calendar invites, and managing customer details and lists.", 'duration': 305.49, 'highlights': ['Twilio can be used for SMS notifications to remind customers of appointments. Twilio is an SMS notification service that can be used to send reminders to customers of their appointments, improving customer engagement and reducing no-show rates.', 'The process of publishing the booking page and making it live is demonstrated, including viewing the published page. Demonstrates the steps to publish the booking page and make it live, providing a visual representation of what the customer will see when scheduling an appointment.', "The customer's booking experience is detailed, including selecting services, days, and staff, modifying time zone, adding details, and receiving confirmation messages. Provides a comprehensive overview of the customer's booking experience, covering the selection of services, days, staff, time zone modification, adding personal details, and receiving confirmation messages after booking an appointment.", 'Sending calendar invites to customers and the process of managing bookings, including rescheduling, canceling, or booking a new meeting, is explained. Explains the process of sending calendar invites to customers and managing bookings, including options to reschedule, cancel, or book a new meeting, enhancing the convenience and flexibility of the booking system.', 'Managing customer details and lists, including editing existing customer details and adding new customers, is demonstrated. Demonstrates the management of customer details and lists, including the ability to edit existing customer details, add new customers, and import existing customers using Microsoft Bookings.', 'Integration with Twilio for SMS notifications and embedding booking links on websites and social media platforms is discussed. Discusses the integration with Twilio for SMS notifications and the option to embed booking links on websites and various social media platforms, expanding the reach and accessibility of the booking system.']}, {'end': 1712.537, 'start': 1553.235, 'title': 'Microsoft bookings overview', 'summary': 'Provides an overview of microsoft bookings, demonstrating how to view and manage appointments, set up new bookings, and manage staff availability, targeting small business owners, teachers, and office workers.', 'duration': 159.302, 'highlights': ['The chapter demonstrates how to view and manage appointments, set up new bookings, and manage staff availability in Microsoft Bookings, targeting small business owners, teachers, and office workers.', 'The narrator explains how to view the calendar in different views such as month, day, and work week, showcasing the various upcoming appointments and available time slots for booking.', 'The narrator showcases the process of setting up a new booking, selecting the service, entering customer details, setting times, and adding buffer time to manage appointments efficiently.', 'The chapter highlights the feature of setting time off, demonstrating how to mark unavailable dates for oneself or staff members, ensuring that customers cannot book appointments during those times.', 'The chapter concludes with a call to action for viewers to engage with the content by liking, subscribing, and leaving comments for future video topics.']}], 'duration': 465.372, 'thumbnail': 'https://coursnap.oss-ap-southeast-1.aliyuncs.com/video-capture/647C4gZt9Fo/pics/647C4gZt9Fo1247165.jpg', 'highlights': ['Twilio can be used for SMS notifications to remind customers of appointments, improving customer engagement and reducing no-show rates.', 'The process of publishing the booking page and making it live is demonstrated, providing a visual representation of what the customer will see when scheduling an appointment.', "Provides a comprehensive overview of the customer's booking experience, covering the selection of services, days, staff, time zone modification, adding personal details, and receiving confirmation messages after booking an appointment.", 'Explains the process of sending calendar invites to customers and managing bookings, enhancing the convenience and flexibility of the booking system.', 'Demonstrates the management of customer details and lists, including the ability to edit existing customer details, add new customers, and import existing customers using Microsoft Bookings.', 'Discusses the integration with Twilio for SMS notifications and the option to embed booking links on websites and various social media platforms, expanding the reach and accessibility of the booking system.', 'The chapter demonstrates how to view and manage appointments, set up new bookings, and manage staff availability in Microsoft Bookings, targeting small business owners, teachers, and office workers.', 'The narrator explains how to view the calendar in different views such as month, day, and work week, showcasing the various upcoming appointments and available time slots for booking.', 'Showcases the process of setting up a new booking, selecting the service, entering customer details, setting times, and adding buffer time to manage appointments efficiently.', 'Highlights the feature of setting time off, demonstrating how to mark unavailable dates for oneself or staff members, ensuring that customers cannot book appointments during those times.']}], 'highlights': ['Microsoft Bookings provides a variety of examples of small businesses that can benefit from using it.', 'Microsoft Bookings sends email and text reminders to customers, reducing no-shows and engaging customers.', 'Microsoft Bookings is available with Microsoft 365 Business Standard and Business Premium, with the cheapest plan costing $12.50 per month.', 'Microsoft Bookings provides more value at a relatively reasonable cost compared to other offerings, including various Office apps and tools.', 'Customers can manage their appointment when booked by you or your staff on their behalf, allowing flexibility for rescheduling.', 'The feature of sending email reminders one day before the appointment aims to reduce no-shows and improve attendance, potentially saving revenue and time for the business.', 'Various pricing options are available, including fixed price, starting at, hourly, and call us, with the ability to add internal notes for staff members to see.', 'Adele Vance is being hired as a new staff member to alleviate the burden of tech support requests for the sole existing staff member.', 'Different permissions can be set for staff members, including administrator, viewer, and guest.', 'Integration with Outlook calendar affects staff availability within Microsoft Bookings.', 'Setting default scheduling policies for services to be used universally, ensuring consistency and efficiency.', 'Establishing 30-minute booking increments for customer appointments, providing flexibility and convenience.', 'Implementing a 24-hour minimum lead time for bookings, allowing for adequate notice of upcoming appointments.', 'The option to send email notifications when a booking is created is discussed, enhancing communication and streamlining the booking process.', 'The feature of sending meeting invites to customers is highlighted, offering added convenience and calendar integration, contributing to improved user experience.', 'The capability for customers to choose a specific staff member for their booking is mentioned, potentially boosting customer satisfaction and loyalty.', 'Twilio can be used for SMS notifications to remind customers of appointments, improving customer engagement and reducing no-show rates.', 'The process of publishing the booking page and making it live is demonstrated, providing a visual representation of what the customer will see when scheduling an appointment.', "Provides a comprehensive overview of the customer's booking experience, covering the selection of services, days, staff, time zone modification, adding personal details, and receiving confirmation messages after booking an appointment.", 'Explains the process of sending calendar invites to customers and managing bookings, enhancing the convenience and flexibility of the booking system.', 'Demonstrates the management of customer details and lists, including the ability to edit existing customer details, add new customers, and import existing customers using Microsoft Bookings.', 'Discusses the integration with Twilio for SMS notifications and the option to embed booking links on websites and various social media platforms, expanding the reach and accessibility of the booking system.', 'The chapter demonstrates how to view and manage appointments, set up new bookings, and manage staff availability in Microsoft Bookings, targeting small business owners, teachers, and office workers.', 'The narrator explains how to view the calendar in different views such as month, day, and work week, showcasing the various upcoming appointments and available time slots for booking.', 'Showcases the process of setting up a new booking, selecting the service, entering customer details, setting times, and adding buffer time to manage appointments efficiently.', 'Highlights the feature of setting time off, demonstrating how to mark unavailable dates for oneself or staff members, ensuring that customers cannot book appointments during those times.']}