Create New MS Bookings Page Using Teams

Created by Kevin Schmidt - HCPro, Modified on Thu, 9 Oct at 3:06 AM by Kevin Schmidt - HCPro

The following document walks through the process of activating the Microsoft 365 Booking app for your AHIMA Outlook account. Use the steps below to give external contacts the option to see your availability and book an appointment linked to your AHIMA calendar. You can create a Booking page for yourself, or for your entire team.

Click to learn more about the Microsoft Bookings App

1. Open the MS Teams app and select apps from the lower-left navigation panel.

2. Using the search functionality, search for and select Bookings by Microsoft.

3. Click to Add the app

4. Click Get Started then select New booking calendar (or Existing booking calendar to edit an existing booking calendar)

Create New booking calendar

5. Complete booking calendar basics

"Business" or department name = If using for team booking, label it AHIMA-Department (i.e. AHIMA-IT, AHIMA-Sales), or if using the booking calendar for a specific project, use the name to let your clients/staff know the purpose of the calendar.
Business Type = Select from options, or select "Other"
(optional) Send attendee responses to = enter department email address or your AHIMA email address
(optional) Business phone number = enter AHIMA HQ phone, or your assigned company phone number

? Tip: After creating your new bookings calendar, you will receive an automated email alert notifying you of your new booking calendar.

Edit/Add Booking Appointment Types

This is the kind of bookings people can make directly on your bookings page.

6. Click on the ellipsis on the upper-right corner of the bookings Teams view and select Settings.

? Tip: Select Open Bookings web app for advanced settings configuration.

In the Teams Bookings settings you can edit the original business details as well as Appointment Types and Staff.

Add New Appointment Type

7. Click to add new Appointment type

8. Complete the new appointment details

Appointment title (i.e. Sales Discovery Meeting, IT System Configuration, HR Introductory Interview)
Location = leave blank, unless meeting in-person
Confirmation message = give attendee as much needed information
Reminders = custom reminders can be added to send to attendee
(not recommended) Forms = linking to a form will automatically create a new O365 Group to store forms. Use the confirmation message to include an relevant links and meeting details.