+ 1. Sign in with an Apple ID.

+ > [!IMPORTANT]

+ > Use a company Apple ID associated with an email account that will remain with your organization even if the user who manages the account leaves. Save this ID because you'll need to use the same ID when it's time to renew the certificate.

+ 1. Select **Create a Certificate** and accept the **Terms of Use**.

+ 1. Browse to the certificate signing request that you downloaded to your computer from Microsoft 365 and then select **Upload**.

+ 1. Download the APNs certificate created by the Apple Push Certificate Portal to your computer.

+ > [!TIP]

+ > If you're having trouble downloading the certificate, refresh your browser.

+- SharePoint sites and OneDrive accounts being restored to a new URL have a read-only lock on that new URL. The [Global Administrator](/entra/identity/role-based-access-control/permissions-reference#global-administrator) can download documents or remove the read-only lock manually.

+ Title: "Accept membership to a Shared Booking page"

+audience: Admin

+ms.localizationpriority: medium

+- scotvorg

+- essentials-manage

+description: "Learn how staff can accept membership when they're added to a Shared Booking page."

+# Accept membership to a shared booking page

+When a staff member is added to a shared booking page by the owner or another staff member, they receive an email invitation from Microsoft Bookings. The email includes a link to join the shared booking page and accept the membership. The staff member can select the link to open Bookings and see the details of the shared booking page.

+Alternatively, the staff member can access the shared booking page from the Bookings homepage. On the homepage, they can see the shared booking pages they have been invited to and choose to accept or decline the invitations. If they haven't already accepted or declined the membership request, they'll see a pop-up requesting membership details of the shared booking pages they've been invited to.

+They can then select the shared booking page they want to join and select the Accept button to accept the membership.

+A shared booking page can have three states:

+- **Accepting bookings** - the staff member has joined the shared booking page.

+- **Approve to receive bookings** - the staff member hasn't approved membership.

+- **Not accepting bookings** - the staff member has declined to accept bookings.

+>[!NOTE]

+> A staff member is synonymous with a team member.

+Upon setting up a shared booking page for your enterprise and including your team members, an automated email is sent to them to confirm their membership. You can share the above steps with your team so that they can get quickly started with the business.

+ Title: "Add email reminders and follow-up"

+ms.localizationpriority: medium

+- scotvorg

+search.appverid: MET150

+description: "Learn how to set up and automate email reminders and follow-ups for appointments in Microsoft Bookings."

+# Add email reminders and follow-up

+Follow-up emails and reminders are essential for maintaining effective communication with customers. Timely reminders for appointments, feedback requests, or expressing gratitude can significantly impact your relationship and results.

+## Setting up email reminders

+In your meeting type form, follow these steps to set up email reminders:

+1. Navigate to **Advanced Settings**.

+2. Select **Advanced Settings** and scroll down to locate **Email Reminders**.

+3. Select **Add an email reminder** to open the email reminder configuration form.

+4. Set the time frame for sending the reminder email, ranging from a 15-minute interval to two weeks before the meeting.

+5. Add a customized message in the email body, insert a link, and format the email body to your preference.

+6. Select **Save Changes** to finalize your email reminder settings.

+Once these steps are completed, your customers will receive the configured email reminder for appointments scheduled with you.

+## Setting up email follow-ups

+To help streamline communication with your customers, you can set up automatic email follow-ups. Email follow-ups can be used to request feedback after an appointment or remind customers to book their next appointment.

+4. For each staff member, select a role: Team member, Scheduler, Viewer, or Guest. To learn more about staff roles, see [Understanding staff roles](staff-roles.md).

+ :::image type="content" source="media/bookings-busy-tentative-view-2.png" alt-text="A view of a Bookings Page." lightbox="media/bookings-busy-tentative-view-2.png":::

+7. Select **Use business hours** to set all bookable times for your staff members to be only within the business hours that you set in the **Business hours** section on the Business Information page. To learn more about configuring staff availability, see [Configure staff availability in Microsoft Bookings](staff-availability.md).

+ Title: "Best practices for using Shared Bookings"

+audience: Admin

+ms.localizationpriority: medium

+- Tier1

+- scotvorg

+- essentials-manage

+description: "Understand and implement best practices for using Shared Booking features."

+# Best practices for using Shared Bookings

+Microsoft Bookings allows you to create and manage online appointments with your customers. By setting up multiple booking pages, offering different services, and assigning staff members, you can optimize your scheduling process. In this article, we'll cover best practices for using Bookings to help you get the most out of Shared Bookings.

+## Use a custom domain for shared booking pages

+By default, shared booking pages have a domain name in this format: "@.onmicrosoft.com". Domain admins can change the domain name to match their organization's name, creating a more professional and consistent brand for customers. For example, you can use "@bookings.contoso.com" instead.

+> [!NOTE]

+> We highly recommend configuring a custom domain for your Bookings pages. Using the default domain may cause Bookings email notifications to land in recipients' spam/junk folders.

+For more information about custom domain support in Bookings, see [Custom domain support in Shared Bookings](custom-domain-support.md).

+## Enable granular admin controls for Shared Bookings

+Admins can configure granular controls to ensure additional control over shared booking pages in the organization. This allows you to define how Shared Bookings will be used in your organization.

+See [Manage granular controls for Shared Bookings](granular-controls-shared-bookings.md) for more details.

+## Use Power Automate connectors to build Bookings workflows

+With Power Automate, Bookings admins can create workflows that automate tasks and processes in Bookings. For example, posting messages in a Teams channel when an appointment is created or syncing data with other apps. Power Automate provides a set of connectors for Bookings that let you access and control data from your booking pages, services, staff members, and customers.

+To get started with Power Automate and Bookings, use the templates available in the Power Automate gallery or create your own flows. You can also customize the connectors for your organization's needs.

+For more information about Power Automate and Bookings, see [Use Power Automate connectors to build Bookings workflows](power-automate-integration.md).

+## Bulk creation of shared booking pages and reporting

+You can use the Bookings Graph API (shared bookings) to create, read, update, and delete various entities like services, staff members, customers, and appointments. You can also use the Bookings API to integrate shared bookings with other apps and systems, such as a CRM, ERP, or business intelligence tools.

+You can use the Graph APIs for bulk creation of shared booking pages in the organization based on specific needs. Additionally, you can cater to reporting and governance purposes, such as an overview of all shared booking pages in the organization or managing staff and services for booking pages.

+To learn more about the Bookings API in Microsoft Graph, see [Use the Bookings API](/graph/api/resources/booking-api-overview?view=graph-rest-1.0&preserve-view=true).

+ Title: "Turn off Personal Bookings page"

+description: "Steps to turn off Personal Bookings."

+# Turn off Personal Bookings

+> [!VIDEO https://www.youtube.com/embed/-tBAeWXutoM?si=a_T0UEE8EuIZov4k]

+Personal Bookings is how you manage your own appointment timeslots, it allows you to easily configure and share your availability with your customers, clients, or colleagues. You can be in charge of your own time and avoid the back and forth of scheduling. You can also set aside time for specific activities by creating meeting types. Once you publish your personal booking page, you can share the link with anyone who can then see your availability and easily schedule a time when you're free and is convenient for them.

+Shared Bookings allows you to invite your team members and create booking pages and let your customers book time with you and your team. It contains various settings to define services, manage staff members, configure schedules and availability, business hours and customize how appointments are scheduled. These pages can be customized to fit the diverse needs of your organization.

+Microsoft 365: A3, A5, E1, E3, E5, F1, F3, Business Basic, Business Standard, Business Premium, Teams Essentials, Teams Premium

+## Accessing Microsoft Bookings

+Here are the different ways you can access Bookings:

+Via web

+- Web Access: Users can easily access Microsoft Bookings through the web by visiting the following link: [book.ms](https://book.ms).

+Via Outlook and Teams

+- Outlook and Teams Integration: Microsoft Bookings can also be accessed directly within Outlook and Microsoft Teams. Users can add the Bookings app to the left rail for convenient access:

+ 1. Open Outlook or Microsoft Teams.

+ 2. Navigate to the left rail.

+ 3. Select the Apps icon.

+ 4. Search for Microsoft Bookings.

+ 5. Select **Add** to integrate it into your Outlook or Teams interface.

+ 6. Pin the app to the left rail for easy and quick access.

+By providing multiple access points and integrating seamlessly with other Microsoft tools, Microsoft Bookings ensures a versatile and user-friendly scheduling solution for businesses of all sizes.

+With Microsoft Bookings, you can send SMS text notifications to the person booking an appointment. You can set up SMS notifications in Bookings in the Bookings web app. Attendees, customers or partners can also opt in or out of getting SMS notifications on the self-serve booking page. They can also opt out of receiving SMS notifications by replying **STOP** to the sender.

+ Title: "Configure service availability"

+audience: Admin

+ms.localizationpriority: medium

+- Tier1

+- scotvorg

+- essentials-manage

+AI_Usage:

+- AI-Assisted

+description: "Configure settings to control who can use Shared Bookings."

+# Configure service availability in Microsoft Bookings

+In Microsoft Bookings, managing service availability is essential for efficient appointment scheduling. Microsoft Bookings makes it easy and convenient for you to manage your service availability and match it with your staff availability. By configuring your service availability, you can ensure that your customers can book your services when you want them to, and that your staff can deliver them efficiently and effectively.

+## Service availability categories

+There are three categories of service availability.

+1. **Bookable when staff are free:** This means that your service will only be available when your staff members who offer this service are also available. This option helps you avoid double-booking or conflicts in your staff's schedule.

+2. **Not bookable:** This means that your service cannot be booked by your customers at all. You can use this option if you want to temporarily suspend a service or make it unavailable for online booking. You can still manually book this service from your calendar if you need to.

+3. **Custom hours:** This means that you can set a specific weekly schedule for your service availability. This option gives you more flexibility and control over your service schedule.

+These options apply to the general availability of your service. If you want to set different availability for a specific date range, you can select "Add a different date range" and enter the start and end dates for that period. Then choose one of the three options for that date range. You can add multiple date ranges with different availability settings, which will override the general availability of your service. This way, you can customize your service availability for holidays, special events, or any other occasions.

+## Block availability during certain dates

+There may be times when you don't want to accept bookings, such as holidays, vacations, or personal days.

+To configure your services as "Not bookable" for the specified dates, follow these steps:

+1. Open service settings of the service you want to change your availability for.

+2. Select Availability Options.

+3. Select **Set availability for a different date range**.

+4. Enter the period for which you will not accept any bookings for this service.

+5. Select **Not Bookable**.

+Configuring service availability in Microsoft Bookings offers a tailored approach to appointment scheduling, aligning staff availability with customer bookings seamlessly. Whether it's recurring sessions or custom date ranges, Bookings empowers businesses to optimize their resources and enhance customer experience.

+ Title: "Create an appointment on behalf of a customer"

+# Create an appointment on behalf of a customer

+Bookings can be scheduled and staffed in two different ways. The first way is by the customer using a standalone booking page or an embedded booking page that you add to your website. The other way is for you or one of your employees to enter the bookings manually, such as when a customer calls for an appointment.

+## Watch: Create an appointment on behalf of a customer

+ :::image type="content" alt-text="Image of New booking UI." source="../media/bookings-newbooking.png" lightbox="../media/bookings-newbooking.png":::

+ :::image type="content" alt-text="Image of staff list UI." source="../media/bookings-staff-list.png" lightbox="../media/bookings-staff-list.png":::

+

+ Title: "Create a new meeting type in Bookings"

+ms.localizationpriority: medium

+- Tier1

+- scotvorg

+- essentials-overview

+- essentials-get-started

+- essentials-manage

+AI_Usage:

+- AI-Assisted

+description: Learn how to create a new meeting type in Microsoft Bookings.

+

+# Create a new meeting type in Bookings

+In this article, you'll learn about meeting types, public and private meetings, and how to create and edit meeting types.

+## Personal Bookings

+Personal bookings is how you manage your own appointment timeslots, it allows you to easily configure and share your availability with your customers, clients, or colleagues. You can be in charge of your own time and avoid the back and forth of scheduling. You can also set aside time for specific activities by creating meeting types. Once you create a personal booking page, you can share a link with anyone who can then see your availability and easily schedule a time when you're free and is convenient for them.

+## Understanding meeting types

+There are several kinds of appointments that can be booked with you in Microsoft Bookings. For example, a 30-minute consultation, a 15 minute check-in, or a 60-minute coaching session. You can customize each meeting type with a name, description, duration, location, and availability. Once a meeting type is created and shared, people can book time with you in your preferred time slots.

+You can also add buffer time, and confirmation emails and reminders to enhance the booking experience.

+## Public and private meeting types

+In Microsoft Bookings, meeting types can be categorized using public and private tags to control their visibility and accessibility on your booking page.

+- **Public meetings:** A meeting type set as public appears on your personal booking page.

+- **Private meetings:** A meeting type set as private will not appear on your personal booking page. To share this specific meeting type, you must share the link directly with the desired recipients.

+## Create new meeting type

+1. On the home page, select **Create meeting type** in the Personal booking page section.

+2. Customize your meeting type by:

+ - Picking a name.

+ - Adding a color category.

+ - Adding a description for people to know what you are offering.

+ - Choosing your mode of meeting (online or offline).

+ - Selecting the meeting duration.

+ - Choosing between a public or private meeting tag.

+ - Declaring your availability using the schedule customization option.

+3. Select **Save** when you're done.

+### More settings

+- **Color Category** Assigning color categories to meeting types enables easy identification of bookings on the calendar.

+- **Duration** Choose how long your event is for.

+- **Schedule customization** Define your availability that suits you. You can use regular hours, which reads your availability from Outlook. Custom availability hours let you declare your availability for every day of the week.

+- **Buffers** Add time before and after meetings to incorporate breaks or prep-time on your calendar.

+- **Minimum Lead Time** Set a minimum amount of time required before a booking can be made, ensuring adequate preparation time.

+- **Maximum Lead Time** Specify the maximum amount of time in advance that appointments can be scheduled, helping to manage availability and prevent long-term scheduling conflicts.

+## Edit a meeting type

+Meeting types you create will be shown on the home page. The **See More** option on the meeting type tile lets you copy the meeting type link, duplicate it to reuse the configured meeting type, switch between a private and public meeting tag, and even delete a meeting type.

+To edit a meeting type, select the **Meeting type** tile on the home page. You can update the meeting type name, color category, description, location, duration, public/private tag, and change your availability.

+## Example

+Mona, a financial advisor, has a personal booking page with several meeting types, including insurance planning and investment management. She sets these meeting types as public so they're visible to all her clients on her booking page.

+Mona also provides personalized retirement planning sessions, available only to a select group of clients. She sets this meeting type as private and shares the link only with specific customers interested in booking personalized sessions. By using public and private tags in meeting types, Mona can effectively manage the visibility and accessibility of her services, catering to the needs of both sets of clients.

+

+ Title: "How to let customers manage their booking"

+ms.localizationpriority: medium

+- scotvorg

+search.appverid: MET150

+ai-usage: ai-assisted

+description: "Learn how to let customers manage their bookings in Shared Bookings."

+# Allowing customers to manage their bookings in Shared Bookings

+As an administrator, you might want to give your customers the flexibility to manage their bookings, such as rescheduling or canceling appointments. This guide will help you enable the necessary settings in the Microsoft Bookings app.

+## Enabling customer management of Bookings

+To let customers manage their own bookings, you need to enable this option in the Services settings page of the Bookings app. Here are the steps:

+1. Sign in to the **Bookings** app with your Microsoft 365 account.

+2. Select the **Services** tab from the left navigation pane.

+3. Choose the service you want to edit from the list of services.

+4. In the service details page, scroll down when on the **Basic details** page.

+5. Toggle the switch next to **Let customers manage their appointment when it was booked by you or your staff on their behalf** on.

+Enabling this option will allow customers to access the following features for the selected service:

+- **Manage booking button** This button will appear on the customer confirmation email and the booking details page on the web app. Customers can click this button to reschedule, cancel their booking, or contact you for more options.

+- **Reschedule** Customers can change the date, time, and staff member for their booking, choosing from available slots on your calendar that match the service duration and requirements. Both you and the staff member will receive an email notification with the updated booking details if the customer reschedules.

+- **Cancel booking** Customers can cancel their booking, removing it from your calendar. Both you and the staff member will receive an email notification with the cancellation details if the customer cancels.

+- **New booking** This option brings the user to the Self-Service page with all services and staff listed, for scheduling a new booking.

+## Recommendations

+If you're comfortable with customers accessing the Self-Service page, we recommend leaving this setting enabled.

+If you want to limit access to the Self-Service page, we recommend disabling this setting. When this setting is disabled, the user will have no ability to reschedule or cancel their booking when they book through the Calendar tab on the Bookings Web app. When booking through the Self-Service page, however, customers will still have the **Manage Booking button** and all of its options, even when this setting is disabled. Additionally, we suggest adding text to your confirmation and reminder emails that tells your customers how to make changes to their booking through other means, such as by calling the office or emailing the help desk.

+ Title: "Define your services in Shared Bookings"

+# Define your services in Shared Bookings

+ :::image type="content" source="media/bookings-maximum-attendees.jpg" alt-text="Example of setting maximum attendees in Bookings" lightbox="media/bookings-maximum-attendees.jpg":::

+ > [!NOTE]

+ > For Multiple staff, you can only create a booking when all assigned staff members are available to attend.

+ :::image type="content" source="media/bookings-opt-In-boc.jpg" alt-text="The opt-in box in Bookings." lightbox="media/bookings-opt-In-boc.jpg":::

+Setting employee working hours ensures that their availability is accurate when someone try to book them. By default, the working hours for each of your employees match the business hours you've established in the Microsoft Bookings app. See the "Set your business hours" section of [Enter business information](enter-business-information.md).

+Microsoft Bookings is a powerful scheduling tool that allows businesses to manage appointments with ease. One of the key features of Microsoft Bookings is the ability to set up shared bookings. This functionality enables multiple staff members to handle appointments, ensuring greater flexibility and efficiency in managing customer interactions. In this article, you'll learn about the four essential steps required to set up shared bookings in Microsoft Bookings.

+ :::image type="content" source="../media/create-shared-booking-page.png" alt-text="Screenshot showing step one out of four for creating a shared booking page in Microsoft Bookings" lightbox="../media/create-shared-booking-page.png":::

+ :::image type="content" source="../media/booking-page-invite-staff.png" alt-text="Screenshot showing step two out of four for creating a shared booking page in Microsoft Bookings" lightbox="../media/booking-page-invite-staff.png":::

+ :::image type="content" source="../media/booking-page-set-service.png" alt-text="Screenshot showing step three out of four for creating a shared booking page in Microsoft Bookings" lightbox="../media/booking-page-set-service.png":::

+ :::image type="content" source="../media/booking-page-permissions.png" alt-text="Screenshot showing step four out of four for creating a shared booking page in Microsoft Bookings" lightbox="../media/booking-page-permissions.png":::

+ :::image type="content" source="../media/booking-page-done.png" alt-text="Screenshot showing the loading screen for creating a shared booking page in Microsoft Bookings":::

+ :::image type="content" source="../media/booking-page-share.png" alt-text="Screenshot showing the option to share your shared booking page in Microsoft Bookings":::

+AI_Usage:

+- AI-Assisted

+description: "Learn how to configure settings to control who can use Shared Bookings."

+## Accessing Shared Bookings settings

+Here are the steps to access the granular controls for Shared Bookings:

+1. Go to the Microsoft 365 admin center and go to **Settings** > **Org settings** > **Bookings**.

+## Configuring Shared Bookings settings

+

+ Title: "Hide a service on your booking page"

+ms.localizationpriority: medium

+- scotvorg

+- essentials-manage

+ai-usage: ai-assisted

+description: "Learn how to hide specific services on your booking page."

+# How to hide a service on your booking page

+There could be situations when you want to hide a service from your booking page so customers can't book appointments for that service. This can be helpful in situations such as:

+- You are still configuring the service details and settings, and you're not ready for customers to book.

+- The service is temporarily unavailable due to staff shortage, maintenance, or date of the service.

+- The service is only offered to specific customers or groups, and you don't want to make it public.

+To hide a service from your booking page link, follow these steps:

+1. Open the **Microsoft Bookings** app and go to the **Services** tab.

+2. Choose the service that you want to hide and toggle the switch under **Publishing options** to **Off**. The switch should turn from blue to gray, indicating that the service is hidden.

+3. To confirm that the service is hidden, go to the **Booking page** tab and copy the booking page link. Open the link in a new browser window and check if the service is listed. If it's not showing, then the service is successfully hidden.

+4. To unhide the service, repeat steps 1 and 2, but turn the toggle switch to **On** instead of **Off**. The switch should turn from gray to blue, indicating that the service is visible. You can verify this by checking the booking page link again.

+Hiding a service from your booking page link doesn't delete the service or affect the existing bookings for that service. You can still manage the service details, settings, and bookings in the Microsoft Bookings app.

+description: "Manage your group attendees in Microsoft. Add or remove customers from a booking."

+

+ Title: "Notify staff members when a booking is assigned"

+ms.localizationpriority: medium

+- scotvorg

+- essentials-manage

+description: "Learn how to notify staff when an appointment or booking is created or updated."

+# How to notify staff members when a booking is assigned to them in Microsoft Bookings

+Microsoft Bookings allows you to streamline your appointment scheduling process, ensuring efficient time management for your staff. To further enhance productivity, you can configure notification settings to alert your staff members whenever a booking is created or modified. This article provides a step-by-step guide on how to enable these notifications for your services.

+## Configure notification settings

+1. From the Bookings app dashboard, select **Services** located on the top menu.

+2. Choose the service you want to configure notification settings for.

+3. Select the service to open its settings.

+On the **Notifications** page, you can send SMS messages, set up reminders, and send notifications.

+> [!NOTE]

+> Text message notifications in Bookings require a Teams Premium license.

+**Enable text message notifications for your customer** If selected, SMS messages are sent to the customer, but only if they opt in.

+**Reminders and notifications** are sent out to customers, staff members, or both, at a specified time before the appointment. Multiple messages can be created for each appointment, according to your preference.

+You can include any additional text you would like here, such as information about rescheduling or what customers should bring for the appointment.

+The following is an example of customized text added to the original confirmation email, seen in the **Additional information for Email Confirmation** field:

+Text message notifications will look like the following image:

+>[!NOTE]

+> SMS notifications are currently only available in North America.

+By enabling these notifications, your staff members will receive timely alerts whenever a new booking is created or an existing one is modified.

+This feature helps your team stay informed, allowing them to manage their schedules effectively and provide optimal service to your clients.

+Configuring notification settings in Microsoft Bookings enhances communication within your team, ensuring everyone stays updated on appointment assignments and changes. By following the outlined steps, you can empower your staff members to manage their time efficiently, ultimately improving productivity and customer satisfaction.

+- 401: Check for authentication related issues in your connection.

+- 403: Only Bookings admins can create appointment flows. See the first issue in "Known issues and limitations" above.

+- 403: Notification URL domain isn't part of the allowed list.

+- 429: More than the expected number of appointment flows have been created for a business. See the limit of five flows per Bookings mailbox in "Known issues and limitations" above.

+- 500: This is an internal server error. Report this error to your support engineer and include the error details in the flow creation response.

+ Title: "Preview and share your personal booking page"

+ms.localizationpriority: medium

+- Tier1

+- scotvorg

+- essentials-overview

+- essentials-get-started

+- essentials-manage

+description: Preview and share your personal booking page with clients and customers with Microsoft Bookings.

+# Preview and share your personal booking page

+To preview the experience your customers have when booking an appointment with you, select the **Personal booking page** heading and then the copy button. This will automatically copy the link to your personal booking page, which you can share or open in a new tab to preview.

+When you open the link in a new tab, you'll see the page that your customers will use to book time with you. For example, let's say you offer two

+Once an appointment is booked, both you and your customer will receive a confirmation email.

+After configuring your personal booking page in Microsoft Bookings, it's time to share it with your clients or customers. Follow the steps in this article to learn about how to share the link to your booking page. This will help you reach more potential clients and make it easier for them to book appointments with you.

+>[!NOTE]

+> Only meeting types tagged as Public will appear on your personal booking page.

+## Share the booking page link

+You can share the link to your booking page using the methods below:

+- **Copy link and share** Copy your booking page link and paste it into various communication channels such as Teams chat or your social media profiles. This allows you to reach a broader audience and make booking appointments more accessible.

+- **Share via email** This option opens a pop-up asking you to enter the email addresses you want to share your booking page with, along with the option of adding a customized message. This targeted approach ensures that your booking page is shared with those who are most likely to engage with your services.

+ :::image type="content" source="media/preview-booking-page-email.png" alt-text="Screenshot showing the option to share booking page via email.":::

+- **Email signature settings** The third option is to add your booking page link to your email signature. This means that every time you draft or send an email using Outlook, your booking page will automatically be embedded in your email signature. This seamless integration enables recipients to easily access your booking page with a single click, simplifying the appointment booking process for both parties.

+ :::image type="content" source="media/preview-booking-page-signature.png" alt-text="Screenshot showing the page in Microsoft Bookings to add your booking page to your email signature." lightbox="media/preview-booking-page-signature.png":::

+### Benefits of sharing the booking page link

+Sharing your booking page link offers the following advantages:

+- **Convenience** Clients can quickly access your availability and book appointments without phone calls or lengthy interactions.

+- **Increased bookings** Sharing the link widely expands your reach and attracts more clients. The easier it is for them to book, the more likely they're to choose your services.

+- **Professional image** A well-designed booking page reflects professionalism and efficiency. Sharing it demonstrates that you value your clients' time and convenience.

+- **Time savings** When clients self-book through the link, it reduces administrative tasks for you. This frees up your time for other important tasks.

+## Share meeting types

+All meeting types in personal bookings can be shared individually by selecting the ΓÇÿshareΓÇÖ icon present on the meeting tile. This link can be copied and shared via email. There's also the option of making the link valid only for one booking for private meetings.

+Remember to customize your booking page to align with your organizational needs, set availability, and choose access control options. Sharing your booking page link via email, social media, or your website empowers clients to engage with your services effortlessly.

+The improved report now contains the following fields:

+Occasionally, you'll want to close your business for holidays or team events, or your employees will need time off when they're sick, on vacation, or unavailable for other reasons. You can schedule time off in the booking calendar, and the employee will be unavailable for bookings during the specified time. Once the business reopens or employees return to work, everyone will be listed on the booking page according to their established work hours.

+ :::image type="content" source="../media/bookings-calendar-timeoff-2.png" alt-text="Bookings calendar view and time off button." lightbox="../media/bookings-calendar-timeoff-2.png":::

+ :::image type="content" alt-text="Image of example message that customer sees when trying to book during time off." source="../media/bookings-timeoff-message.png" lightbox="../media/bookings-timeoff-message.png":::

+ :::image type="content" source="../media/bookings-calendar-timeoff-2.png" alt-text="Bookings calendar view and time off button." lightbox="../media/bookings-calendar-timeoff-2.png":::

+

+ Title: "How to create personalized and group services in Microsoft Bookings"

+ms.localizationpriority: medium

+- scotvorg

+search.appverid: MET150

+description: "Learn how to create 1:N and N:N services in Microsoft 365 Business Basic using Microsoft Bookings."

+# Creating personalized and group services in Microsoft Bookings

+Microsoft Bookings is a powerful scheduling tool in Microsoft 365 Business Basic that allows you to create and manage online appointments for your customers. Depending on your business needs, you might want to offer services that involve multiple staff members and customers. In this article, we'll guide you through the process of creating personalized (1:N) and group (N:N) services in Microsoft Bookings.

+## Service types in Microsoft Bookings

+- **1:1 service** One staff member meets with one customer (default service type).

+- **1:N service** One staff member meets with multiple customers at the same time.

+- **N:N service** Multiple staff members meet with multiple customers at the same time.

+>[!NOTE]

+> To create a service, you must be added as an administrator (staff role). For more information, see [Understanding staff roles](staff-roles.md).

+## Creating a 1:N Service

+1. On the Bookings page, select **Services** from the left-hand menu.

+2. Select **Add a service**.

+3. In the **Maximum number of attendees** field, set the desired number of customers who can join the appointment. The default value is 1, which creates a 1:1 service.

+4. Go to the **Assign staff** tab and select the radio button **Assign any of your selected staff for an appointment**. This ensures that only one staff member is assigned per booking, even if multiple staff members are available for the service.

+## Creating a N:N Service

+You can select the maximum number of attendees for a service. This decides the number of customers who can join the appointment. Once this step is complete, the service type (multi customer or single) can't be edited further. The default value of **Maximum number of attendees** is set as 1. This means, by default, Microsoft Bookings creates a 1:1 service.

+To create a N:N service, follow these steps:

+1. On the Bookings page, select **Services** from the left-hand menu.

+2. Select **Add a service**.

+3. In the **Maximum number of attendees** field, set the desired number of customers who can join the appointment.

+4. Go to the **Assign staff** tab and select the radio button **Assign all of your selected staff for an appointment**. This ensures that all selected staff members are assigned to the appointment.

+5. Complete the rest of the service details, such as name, description, location, duration, price, and availability, then select **Save**.

+Your new service will now be visible on your Services list and Booking page. Customers can book the service according to the staff and customer capacity you have set. You can also edit or delete the service at any time.

+ Title: "Customize your banner image in your personal booking page"

+ms.localizationpriority: medium

+- scotvorg

+search.appverid: MET150

+description: "Learn how to customize the banner image on a Microsoft Bookings personal booking page."

+# Customize your banner image in your personal booking page

+Your personal booking page's banner image helps enhance its visual appeal and create a welcoming atmosphere for your customers. This article guides you through the process of editing your banner image and previewing it on your booking page.

+## What is a banner image?

+The banner image is a visually engaging header displayed at the top of your personal booking page. A well-chosen banner image can help attract attention and encourage customers to explore your offerings further.

+## How to edit your banner image

+1. **Choose from available options** Microsoft Bookings offers a selection of predesigned banner image options for you to choose from. Browse through the available options and select the one that best aligns with your personal theme.

+2. **Preview and save** Once you've selected your desired banner image, preview how it will appear on your customer booking page. Once satisfied, save your changes to apply the new banner image to your booking page.

+## See your chosen banner image reflect in your personal booking page

+By setting your banner image on your personal booking page, you can create a visually appealing booking experience for your customers.

+ Title: "Sharing your shared booking page"

+audience: Admin

+ms.localizationpriority: medium

+- Tier1

+- scotvorg

+- essentials-manage

+description: "Learn how to share the Microsoft Bookings shared booking page with clients or customers."

+# Sharing your shared booking page in Microsoft Bookings

+After configuring your shared booking page in Microsoft Bookings, it's time to share it with your clients or customers. Follow the steps in this article to learn about how to share the link to your booking page. This will help you reach more potential clients and make it easier for them to book appointments with you.

+## Share the booking page link

+1. Navigate to the left pane in Microsoft Bookings.

+2. From the list of options, choose the **booking page** you want to share.

+You can share the link to your booking page using the methods below.

+- **Copy Link**: Copy the link to your booking page and share it by email, SMS text messages, Microsoft Teams, in your email signature, or any social media you prefer.

+- **Share on Social Media**: Increase visibility by sharing the booking page link on your social media platforms, such as Facebook, Twitter, or LinkedIn. This will allow potential clients to discover your services and book appointments easily.

+- **Share via Email**: Microsoft Bookings provides an option to share the link directly via email. Click the **Email** button, and an automated email function will open, allowing you to send the booking page link to your contacts.

+- **Embed in Your Website**: If your organization has a website, embed the booking page link directly so visitors can access your services and schedule appointments without leaving your web environment. Microsoft Bookings allows you to copy the link and the iframe in just one click.

+### Benefits of Sharing the Booking Page Link

+Sharing your booking page link offers the following advantages:

+- **Convenience**: Clients can quickly access your availability and book appointments without phone calls or lengthy interactions.

+- **Increased Bookings**: Sharing the link widely expands your reach and attracts more clients. The easier it is for them to book, the more likely they are to choose your services.

+- **Professional Image**: A well-designed booking page reflects professionalism and efficiency. Sharing it demonstrates that you value your clients' time and convenience.

+- **Time Savings**: When clients self-book through the link, it reduces administrative tasks for you. This frees up your time for other important tasks.

+Remember to customize your booking page to align with your organizational needs, set availability, and choose access control options. Sharing your booking page link via email, social media, or your website empowers clients to engage with your services effortlessly.

+

+ Title: "How to configure different staff availability"

+ms.localizationpriority: medium

+- scotvorg

+search.appverid: MET150

+ai-usage: ai-assisted

+description: "Learn how to add and manage staff availability in Microsoft Bookings for efficient appointment scheduling."

+# Adding staff availability in Microsoft Bookings

+In Microsoft Bookings, ensuring that staff members' availability is accurately reflected is essential for managing appointments efficiently. This article will guide you through the process of adding and customizing staff availability for shared bookings.

+## Before you begin

+Although Bookings is a feature of Microsoft 365, not all of your staff members are required to have a Microsoft 365 account. All staff members must have a valid email address so they can receive bookings and schedule changes.

+## Steps for configuring staff availability

+1. From the Bookings home page, select the shared booking page you want to add a staff member to.

+2. Go to the staff option in the left pane and select **Staff**, then **Add new staff**.

+3. When adding staff from within your organization, type their name in the search field and select them when they appear in the drop-down menu. The other fields will automatically populate.

+4. **Use business hours** If you wish to use the default business hours set for your business for your staff availability, you can proceed with the checked toggle.

+ :::image type="content" source="media/add-staff-hours.png" alt-text="Screenshot shows the option to use business hours when adding staff availability in Bookings.":::

+5. **Custom availability for staff members** If you wish to modify default staff availability, uncheck the *Use business hours* toggle.

+ :::image type="content" source="media/add-staff-events.png" alt-text="Screenshot showing custom staff hours in Bookings.":::

+Here is a glimpse of customized staff availability. Notice that this team member works from 10AM to 2PM, takes a break for two hours, and then returns for a shift from 4PM to 5PM. Not having any specified availability for a given day of the week means that the staff is unavailable for that day of the week.

+Adding staff availability in Microsoft Bookings for shared bookings ensures efficient appointment management. By accurately reflecting staff members' availability, you can streamline the booking process and provide a seamless experience for both staff and customers.

+

+ Title: "What are the different staff roles?"

+ms.localizationpriority: medium

+- scotvorg

+search.appverid: MET150

+ai-usage: ai-assisted

+description: "Learn about the different staff roles in Microsoft Bookings and their access levels to better manage bookings and collaboration in your organization."

+# Understanding staff roles in Microsoft Bookings

+In Microsoft Bookings, staff members play a crucial role in managing bookings and ensuring smooth operations. Each staff member is assigned a specific role that determines their access level and responsibilities within the organization's booking system. Understanding these roles is essential for effective coordination and collaboration within the organization.

+## Who is a Staff or Team Member?

+In Microsoft Bookings, a staff member provides a service for the organization. Imagine you run a wealth management company offering portfolio management services. Now, these services can be provided by different staff members, each with their own schedule. Here's how it works:

+1. **Availability matters** Services are only available when at least one staff member is free during the service duration. This ensures that customers can always find a suitable time slot.

+2. **Booking a Service** Customers can easily select a service they're interested in and then choose a specific staff member they'd like to meet with. They can then book a time slot that works for them.

+## Staff roles

+Microsoft Bookings offers various staff roles, each with its own permissions and access levels. These roles are designed to accommodate the diverse needs of organizations and ensure that staff members have appropriate levels of access based on their responsibilities. The following are the different staff roles available in Microsoft Bookings:

+- **Team member** Can manage bookings on their own calendar and their availability in the booking mailbox. When adding or editing a booking in their calendar, they'll be assigned as staff.

+- **Scheduler** Can manage bookings on the calendar and customer details. They have read-only access to settings, staff, and services.

+- **Viewer** Can see all the bookings on the calendar, but they can't modify or delete them. They have read-only access to settings.

+- **Guest** Can be assigned to bookings, but they can't open the booking mailbox.

+## Choosing staff roles

+Organizations have the flexibility to choose from these staff roles based on their specific needs and requirements. By assigning appropriate roles to staff members, organizations can ensure efficient management of bookings while maintaining control over access to sensitive information.

+Set-OrganizationConfig -BookingsEnabled $false

+ For more information, see [Set-OwaMailboxPolicy](/powershell/module/exchange/set-owamailboxpolicy).

+| Licenses bought via the Volume Licensing program| | Services available for 90 days from subscription end date<br><br>If seat quantity is reduced, no expired status is available|Service is immediately unavailable| N/A |

+> [!NOTE]

+> Not all VL subscriptions have a 90 day grace period. Some products and services, like PowerBI Premium P plans and some Copilot subscriptions bought through VL only have a 30 day grace period.

+For all VL subscriptions, the **Expired** status starts immediately after the subscription reaches its end date, and lasts for 90 days. Services immediately become unavailable when the **Expired** status ends. The exact end date depends on how you bought your subscription.

+- must-keep

+- must-keep

+- must-keep

+- must-keep

+As a Managed Service Provider (MSP), you need to monitor and respond to the security issues of your customers efficiently and effectively. Microsoft 365 Lighthouse provides an alerts tool that gives you a consolidated view of all the high-priority detections and alerts across your customers. You can see a prioritized list of the most urgent issues that require your attention and take immediate action to resolve them. You can also enable push alerts to your existing support systems and flows, so you never miss a critical alert that needs your intervention.

+To help you get started, Lighthouse provides a default set of alert rules based on best practices and recommendations. You can use these alert rules as is or modify them according to your preferences and needs. You can also create custom alert rules for more control and flexibility.

+- **Active alerts by date created**: A graph that displays the number of active alerts over time.

+- **Alerts table**: A list of current alerts that can be filtered by alert type, severity, status, or assigned to.

+

+The **Alerts** tab also includes the following options:

+- **Export:** Select to export alert data to an Excel comma-separated values (.csv) file.

+- **Refresh:** Select to retrieve the most current alert data.

+- **Search:** Enter keywords to locate a specific alert in the list.

+From the list of alerts, select any alert to open the alert details pane. The **Overview** tab in this pane includes the following information:

+- Affected tenants

+- Time stamp (first detected, last updated)

+From the **Overview** tab, you can update the severity and status of the alert and assign the alert to a specific user to resolve.

+Select the **Comments and history** tab in the alert details pane to see a complete history of the alert. You can add additional comments to the alert as needed.

+### Alert types

+Lighthouse offers several configurable alert types from the following

+Lighthouse does *not* currently support alerts from the following

+

+The following table provides details about the different alert types that Lighthouse supports.

+| Alert type | Available values during creation of alert rule |

+|--|--|

+| Non-compliant device | **Alert severity:** Low, Medium, High, Informational<br>**Compliance state:** Not compliance, In grace period, Not evaluated<br>**Device type:** Desktop, Windows RT, Win MO6, Nokia, Windows Phone, Mac, Windows CE, Embedded Windows, iPhone, iPad, iPod, Android, SoC Consumer, Unix, Mac MDM, Windows HoloLens, Windows Surface Hub, Android (for work), Android (Enterprise), Windows 10x, Android (Google Mobile Services), Palm, Unknown |

+| Devices without antivirus protection | **Alert severity:** Low, Medium, High, Informational<br>**Threat protection:** Enabled, Disabled<br>**Antivirus updates:** Needs updates |

+| Variance detection | **Alert severity:** Low, Medium, High, Informational<br>**Deployment status:** Incomplete, Ineligible, Failed |

+| Risky user | **Alert severity:** Low, Medium, High, Informational<br>**Risk state:** At risk, Confirmed compromised |

+| Windows logs | **Alert severity:** Low, Medium, High, Informational<br>**Entry type:** Error, Warning, Information, Success audit, Failure audit<br>**Log name:** All logs, Application, Security, Setup, System |

+| Security incident | **Alert severity:** Low, Medium, High, Informational<br>**Classification:** Not specified, False positive, True positive, Benign positive<br>**Determination:** Not specified, Apt, Malware, Security personnel, Security testing, Unwanted software, Other, Multi-staged attack, Compromised user, Phishing, Malicious user activity, Clean, Insufficient data, Confirmed user activity, Line of business application<br>**Service source:** Not specified, Microsoft Defender for Endpoint, Microsoft Defender for Identity, Microsoft Defender for Cloud Apps, Microsoft Defender for Office 365, Microsoft 365 Defender, Microsoft Entra Identity Protection, Microsoft App Governance, Data Loss Prevention, Microsoft Defender for Cloud<br>**Status:** All, Unknown, New, In progress, Resolved |

+| Lighthouse communications | **Alert severity:** Low, Medium, High, Informational<br>**Lighthouse system events:** All events, Initial data availability |

+| Active threat on device | **Alert severity:** Low, Medium, High, Informational<br>**Threat type:** All threats, Miscellaneous, Virus, Malware, Spyware<br>**Severity:** Unknown, Low, Moderate, High, Severe |

+The **Alert rules** tab shows a summary of all the alert rules in your partner tenant. Lighthouse provides eight default alert rules that are automatically applied to all customers. You can edit existing alert rules or create your own custom alert rules.

+The **Alert rules** tab also includes the following options:

+- **Create alert rule:** Select to have Lighthouse guide you through the process of creating a custom alert rule.

+Alert rules allow you to configure high-priority alerts from the following

+Lighthouse provides a default set of alert rules based on best practices and recommendations. You can use these alert rules as is or modify them according to your preferences and needs. You can also create custom alert rules for more control and flexibility.

+For example, you can create an alert rule in Lighthouse to alert you when an active threat is found on a device. Lighthouse checks the underlying Microsoft Defender for Business service for threats and, if an active threat is found, displays an alert on the **Alerts** page in Lighthouse. Lighthouse also sends an alert notification via email, if configured.

+For more information about the different types of alerts you can create, see [Overview of the Alerts page in Microsoft 365 Lighthouse](m365-lighthouse-alerts-overview.md).

+## Create an alert rule

+> [!NOTE]

+> Alerts created in Lighthouse do not correlate to alerts created in the underlying service portals. For example, if you create a Microsoft Defender for Business alert in Lighthouse, the same alert is not created in the Microsoft Defender portal.

+2. On the **Alerts** page, select the **Alert rules** tab.

+3. Select **Create alert rule**.

+4. On the **Set up the basics** page, provide the following information:

+ - Name of the alert rule

+ - Alert type

+ - (Optional) Description of the alert rule

+6. On the **Settings** page, configure the alert settings. The settings vary based on the alert type you selected on the first page.

+8. On the **Tenants** page, select which tenants and tags to monitor.

+9. On the **Recipients** page, select who should receive an email notification when the alert is triggered. You can send notifications to users, security groups, or ticketing systems.

+10. Select **Next**.

+11. Review the information, and then select **Save** to create the alert rule.

+2. On the **Alerts** page, select the **Alert rules** tab.

+3. From the list, select an alert rule to edit.

+4. Select **Edit alert rule**.

+6. Review your changes, and then select **Save**.

+2. On the **Alerts** page, select the **Alert rules** tab.

+3. From the list, select an alert rule to delete.

+To continue the electronic signing process, you must consent to the terms and conditions and agree to use your electronic signature for signing. On the **SharePoint eSignature Terms and Conditions** screen:

+- If you close the **SharePoint eSignature Terms and Conditions** screen without selecting the **Agree** button, you can reopen the dialog by selecting the **View disclosure** button on the top-left area of the document.

+ 

+

+ 

+ 

+ 

+

+2. On the **You're declining to sign** screen, enter a reason for not signing the document, and then select **Decline**. Or if you change your mind, select **Cancel**.

+ 

+1. In the document viewer, select the **View history** tab to see the status of the request. On the **History** panel, you can see the recipients who haven't signed yet and the activities that have happened so far, such as when the request was created and who the recipients are.

+ 

+2. Select the **View details** tab to see the details of the request. On the **Details** panel, you can see the title of the request, any instructions the requester added when sending the request, and who the request was sent to.

+ 

+2. In the document viewer, select the pen icon.

+ 

+3. On the **Create a signature request** panel, add up to 10 internal or external recipients you want to sign the document. If the recipients need to sign in order, turn on the **Recipients must sign in order** toggle. You can change the order of the recipients by dragging and dropping them to the correct order. Then select **Next**.

+ 

+4. On the **Create a signature request** panel (step 2 of 3), drag and drop the **Signature**, **Initials**, and **Date** fields to the appropriate locations in the document for each recipient. Each form field can be marked either as required or not required.

+ 

+6. On the **Create a signature request** panel (step 3 of 3), enter a title for the request, add an optional message, and review the details on the panel to make sure it's correct. Then select **Send**.

+ 

+ Once sent, the status of the request is set to **In progress**. An email notification is sent to the creator and the recipients. If **Recipients must sign in order** is toggled on, recipients will be able to add their signature in the order specified, otherwise they can add their signature in any order.