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Getting the Most out of Microsoft 365 – Book it!

September 15, 2020 by Paul Schwegler

Accountants, dog groomers, and physiotherapists didn’t get into business to manage bookings. You want to be working on the thing you enjoy doing, not fussing with phone calls and emails, trying to schedule times for clients to come in. That’s where Microsoft 365 Bookings comes in handy.

Bookings is an add-on to your Microsoft 365 Business plan. It allows you to manage appointments online with a custom webpage, one you can even integrate with Facebook!

Consider Bookings if:

  • you still do paper bookings;
  • you regularly interrupt your workday to schedule appointments;
  • you make mistakes with appointments (e.g. double-booking or getting the time wrong);
  • your client contact list is a mess;
  • a receptionist sounds great, but you can’t afford one.

How Bookings Works

Bookings takes your business appointment management to a new level of professionalism. It’s easy:

  • Create a custom-branded, public-facing calendar (or more than one for different needs).
  • Customers can access the Bookings site 24/7.
  • Customers find and book appointments.
  • Bookings sends a confirmation email and calendar invitation.
  • Customers can reschedule or cancel through Bookings if they must.
  • Bookings tracks all confirmations, reminders, and changes for you.

If you need a down payment or have other custom fields to add, that’s easy to do in Bookings. You can also manage internal and external calendars, or set up different staff details and appointment specifics.

Added Benefits of Bookings

As an extension of Microsoft 365, Bookings syncs easily with Outlook calendars. This can help you avoid double-bookings.

The Facebook integration allows you to accept bookings from your page via a “Book Now” button, which can help many small to medium-sized businesses. Plus, customers will enjoy easier booking, as Facebook fills in in their contact information.

There are also Android and iPhone mobile apps available. This helps keep a mobile business up to date on its bookings.

Appointments booked as online meetings create a unique link to enable virtual meetings via Skype or Microsoft Teams.

Bookings can also help you avoid last-minute cancellations. You’re able to control how much advance notice is required to cancel an appointment.

Additionally, Bookings helps build your company’s customer database. The appointment manager gathers input such as names, phone numbers, and postal and email addresses all in one place.

Bookings can also help those who prefer booking appointments on behalf of clients. Enter the details, and Bookings takes care of confirmations, reminders, and updating your database.

Final Thoughts

There are many online scheduling tools available. Bookings’ integration with Microsoft tools that many businesses already use is a big advantage. It’s affordable, too.

Don’t waste hours of every week setting up, recording, and rescheduling appointments. With Bookings schedule management, you can get back to doing the work you like best. Don’t want to take the time to upgrade and integrate Bookings? Our IT experts can do it for you. Contact us today at (515)422-1995!

Filed Under: Business, Productivity, Tips Tagged With: business, Calendar, office 365, productivity

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Online Scheduling Solves Calendar Challenges

May 26, 2020 by Paul Schwegler

Setting up a meeting or training can be such a headache. You send an email or leave a voicemail with some suggested times, and the other participants respond with completely different times, often within the time window you identified as unavailable. Sigh! The possibilities go back and forth until finally at least a few of you agree.

The more people you want to get to the table (or an online meeting) the more layers of complexity: “Does this work for you?” “No, how about Tuesday?” “Sorry, Jim can’t meet then.” “Same time Wednesday?” “Mel and Jo are out then.” “AARGH!”

Well, setting up an agreed-upon calendar appointment doesn’t need to be that difficult any longer. Online scheduling lets people plan around availability easily.

Did you know that Americans hold an average of 11 million meetings daily?

Online scheduling tools let you send out a link to a calendar showing your availability. You can also allow customers to schedule directly from your website. The recipient has only to click into the calendar (link or online) and choose the time that suits them. You set it up so that all participants receive an email (or text) confirmation and reminder of the meeting.

Whether it’s a one-on-one or a group meeting, you have ownership of the scheduling process. Limit your availability easily. You can set the online scheduler to add extra time before or after meetings. Spending all your time in meetings? Reduce the number of meeting slots available on a given day. You can even prevent meetings called at short notice by setting a minimum preparation time, or set a buffer to avoid meetings in the first 15 or last 15 minutes of the day.

Another challenge online scheduling helps you avoid is managing time zones. These schedulers detect the invitees’ locations and display your availability accordingly. That’s one major cause for confusion removed!

Did you know that 11 a.m. is the most frequently meeting time?

Calendar Integration Helps Too

Remember when “I’ll have to check my calendar” referred to a physical pocket calendar? Now our calendars are on our devices, but we can’t handle having a hard-copy calendar, another on a phone, and another one on a desktop. We’re on the move and need to do scheduling whether we’re at our desks or not. Online scheduling tools integrate with many calendars.

Incorporating Google, Outlook, Office 365, or Apple iCloud calendars, the scheduler ensures you aren’t double-booking. Plus, integrations with online meeting platforms let you access meetings from your device. You can also connect to customer relationship management tools to see all the customer details you might need.

Many online scheduling tools even let you accept payments. This means you can have invitees register and pay through the same platform. Talk about removing registration barriers.

You can also integrate some online schedulers with Google Analytics. Yes, your calendar can keep track of booking activity and campaign conversions. This is so beyond looking to a calendar to check the date of a meeting. Now, you’re using an online scheduler to gain usable data.

The basic features of an online scheduler can be easy for any business to install. To take full advantage of the integrations, you’ll need help. We can make sure you get the most out of online calendars in conjunction with your other business tools.

Contact us at (515)422-1995 to customize your online scheduler. It’s easy to set up a meeting with us!

Filed Under: Business, Maintenance, Tips Tagged With: business, Calendar, Online Scheduler

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