Getting the Most out of Microsoft 365 – Book it!

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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!

Remote Working with Office 365

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Office 365 is the cloud-based version of Microsoft Office. With a subscription, you get both the desktop and online versions of apps you already know. This includes Outlook, Word, Excel, PowerPoint, OneNote, SharePoint, Teams, Yammer, and more.

Office 365 enables collaboration in many ways, on desktops, tablets, and smartphones. For example:

  • Outlook — primarily associated with email, but also lets you share notes and files
  • Teams — a hub for instant messaging, video conferencing and calls
  • SharePoint — an internal content management platform. SharePoint lets you customize team sites where you automate workflows and share resources
  • Yammer — a social network connecting all the users in your organization
  • OneDrive — allows users to share and co-author documents securely

Remote Work with Teams

Microsoft teams at its core is a chat program. But it does so much more. On all your devices, both iOS and Android, Teams allows “channels”. You can have company-wide or small task group channels. Or use a separate channel to instant messaging to a single person.

You can also invite clients or customers into channels to join the discussion. Additionally, you can set up security features that filter what they can access. You don’t want them to know the ingredients to your secret sauce!

Within Teams channels users can share documents, spreadsheets, and presentations. Teams also integrates with other software. The options include Zendesk customer support, Asana project management, or Zoom video conferencing.

Using Teams in Office 365 creates a streamlined platform for remote work.

Remote Work with OneDrive

Working on premises, your users always had access to the business file server. OneDrive is the cloud equivalent. Yet, since it’s online, it’s always accessible. Microsoft’s hosts the file storage to let you access and share work files from all your devices.

Employees can even work offline. Any changes or edits to files automatically upload when you next connect.

Share OneDrive folders or files with external partners as well. Again, you can secure access with limits on who can see what and specifying what actions they can take. You can even set up automatic revoke access after a set time limit.

Office 365 & Business Security

An Office 365 subscription protects from viruses and cybercrime. It also offers ways to recover your files from malicious attacks.

Office 365 apps update with security patches without any effort on your part. Plus, Outlook scans email attachments and checks links for viruses or phishing scams.

OneDrive helps you restore files, so they’re not held captive in a ransomware attack. Office 365 also lets users encrypt email, prevent forwarding, and secure sensitive files.

Office 365 lets your business communicate and collaborate in real-time. Work on any device, anywhere, at any time. Enjoy business agility and flexibility with internal and external users.

Migrating to the cloud isn’t as simple as pressing the “start” button. Still, our tech experts can get you up and running quickly and with ease. Let us help you go online and get back to business as usual, even working remotely. Call us today (515)422-1995.

Is It Worth Having Your Email Server On-Premises?

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There’s not a business around who doesn’t use email on a daily basis. Whether for sending internal memos or communicating with clients and customers, email is a core necessity of any modern SMB. What many modern businesses are doing though, is dropping the in-house email server and moving to a cloud solution. Here’s why you should do the same.

Reduced network problems

Your network operates in a delicate balance, and when one piece breaks chaos soon follows. Connected systems and processes tend to fail, dropping productivity to flatline levels as all focus shifts away from normal activities. It becomes a mad scramble to get the network up again, especially the email servers. The last thing you want is for all your client/customer emails to bounce back! While it’s good to have confidence in your on-site administrator, the assumption that any crashes will always happen during business hours has caused many regrets and panicked phone calls that could be avoided. When you move to a cloud solution, you’re able to say goodbye to onsite servers and all the accompanying drama, making your remaining infrastructure easier to maintain.

Lower hardware and maintenance costs

Maintaining your exchange servers is no doubt costing a tidy sum from hardware repairs and license fees alone. Add in the cost of scaling your server to keep up with your business growth, and suddenly keeping your email in-house doesn’t make financial sense. Instead, consider what it would be like to have predictable costs for your email hosting that covers everything, including the latest technology and round the clock administration. Many solutions offer on-demand plans, so you only pay for the options you want.

You’re still in control

One of the main arguments for keeping your Exchange server is to make sure you have complete control over your email; you’re able to limit physical access, no 3rd party has access to your critical data, and you always know where your data is. While control may have been the deciding factor in the past, the fact is cloud solutions have evolved so much that these arguments are void. Physical security at one of Microsoft’s data farms, for example, goes far beyond that of your locked server room and digital access is strictly limited to those you specify.

Greater protections

Cloud solutions provide automatic protection against many threats, including fire, power outages, viruses and flood. While your own in-house server has anti-virus running and a backup plan, it’s still incredibly vulnerable. Backups get forgotten, virus definitions don’t get updated in time, and you’re very lucky if your own server can survive fire or flood intact. Moving your email hosting to a cloud solution removes all that risk, usually with an uptime guarantee that lets your business get on with essential tasks. As email is a critical tool for your business, isolating your systems from risk may be one of the best decisions you make all year.

We can help you with your email server needs, call us today at 515-422-1995.

7 Bonuses for Small Business with Hosted Exchange

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You’ve seen all the ads for Hosted Exchange services such as Office 365, Intermedia, or Rackspace.  You’ve probably even jumped online to see what all the fuss is about. But is Hosted Exchange a necessary upgrade for your small business? The answer is yes. It’s more than a refreshed set of tools, it’s an efficiency and productivity powerhouse. Here are 7 spot-on reasons why small business owners should upgrade now.

1. Data security is built in

Hosted Exchange was created with data security at its core. The built-in compliance and security protocols mean your cloud storage is safe, and you can control access so your valuable data remains exactly where you want it. Storing your mail data in the Exchange cloud keeps it safe in case of emergency.

2. Ditch the licensing drama

Software version differences can be a real nightmare in a small office. Not every system can do the same things, and half the time, they can’t even open the same files. It quickly becomes a hodge-podge of workarounds and lost time. Office 365 Apps as an Exchange add-on includes 5 licenses per user to all of your favorites Microsoft Office Apps with free upgrades for as long as your subscription persists.

3. Mail storage for real people

Not everyone lives in the land of inbox zero. In fact, most people tend to leave messages in their inbox forever. Occasionally we’ll do a quick clean up, but only when the alert comes in that the mailbox is full. Meanwhile, new emails from customers may be bouncing away with the old ‘mailbox full’ message. Eek! With hosted Exchange, your employees can communicate without worrying about storage space.

4. Better time management

Every person in your business is juggling meetings, emails and contacts – usually across multiple platforms. Hosted Exchange brings all those elements together, integrating seamlessly for more efficient time management. Contacts updated via mobile while offsite are automatically updated across all connected devices. Meetings scheduled in an email are added instantly to the calendar. You can even access files from any device, edit on the run and then back in the office, simply pick up where you left off.

5. Predictable costs

Forget about planning (and delaying) those costly upgrades. Hosted Exchange has small business covered. You can choose a plan based on your unique needs and change at any time. You can even add or decrease the number of users as you scale and streamline. It’s so easy to fit Hosted Exchange into your monthly budget while knowing you’ve got the very best and latest in small business software.

6. Work on the go

The days of fiddling with private network and security settings are over, thanks to hosted Exchange. You don’t even need any special IT skills or extra software. Users can now securely access their files from home, during their commute, or in meetings for on-the-fly impressive presentations. Got an internet connection? That’s all they’ll need to squeeze productivity out of every day.

7. Stay up and running with no downtime

A whopping 25% of small businesses shut down permanently after flood, fire, crash or cyber-attack. With hosted Exchange, all your data is stored in the cloud with built-in backups for redundancy. No matter what happens, your data will be there, letting you stay up and running – and always ahead of the pack.

If you are ready to take your business software to the next level, give us a call at 515-422-1995

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