Microsoft Bookings - Quick Reference Guide
Step 5 – Define Services
In this section, set the details of each of the Services you
plan to offer. Select the Services tab from the left-
navigation. Here, you can add new services or edit existing
services.
To add a new Service, click the Add New Service button.
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• Copy/Clone a Service: If an additional Service should be
created that is very similar to an existing Service, hover
over an existing Service and click the Copy Service icon.
Edit the Service details as appropriate.
Note: If only one Service is listed, you will not be able to
delete it. There must be at least one Service listed at all
times.
At a minimum, one service is required at all times. By
default, Bookings has created a Service which should be
edited to suit your needs or deleted once another Service
has been created.
• Edit service: Hover over an existing Service and click
the Edit Service icon, revealed to the right of the
Service name.
• Deleting a Service: Hover over an existing Service and
click the Delete Service icon, revealed to the right of
the Service name.
Adding/Editing a Service is comprised of 5 sections. The details in each
section will help you further define your Service.
Be sure to go through each of the options listed to ensure your Service, its
availability, Staff members, custom fields, reminders and notifications are
reflected appropriately on the Calendar.
Basic Details
Give your Service a name and description to ensure
those who book time with you are selecting the
correct offering.
In the Location field, choose whether this appointment
should take place in a physical location or choose to
Add an Online Meeting.
Note: Choosing Add Online Meeting will provision
a meeting link in Microsoft Teams. If you wish for
the online meeting to take place in Zoom, a PMI
can be added in the Location field or added to
your confirmation email.
• Duration: Choose the appropriate amount of time for the appointment.
• Buffer Time: Enabling this setting allows for the addition of extra time to the Staff members calendar
before and/or after each appointment to prepare or debrief, as necessary.
• Maximum number of Attendees: This setting allows you to create services that require the ability for
multiple people to book the same appointment date/time with the same staff member. The
appointment time slot for the selected service, staff, and time will be available to book until the
maximum number of attendees, specified by you, has been reached.
Note: It is important to determine whether this is a single-attendee service or multi-attendee service prior
to saving the service. Once the Service is saved for a single attendee, the Max Number of Attendees
cannot be changed to allow for more than one attendee. Likewise, if the Service is saved for multi-
attendees, it cannot be changed to less than 2.
Step 5 Continued: Define Services
Don’t Save until all
sections are complete.