Simplify Outlook Meeting Scheduling with Office 365 Bookings

Overview

Are you frustrated with sending emails back and forth to try and agree on a simple meeting time? If you use Microsoft 365 Outlook, you will want to attend this short course to learn everything you need to know to setup your Microsoft 365 Bookings App to streamline appointment setting. This easy-to-use app lets you provide your meeting guests with a link to a private web page that allows them to view your availability and use self-service to book the meeting in your Outlook calendar and their calendar app. The Booking app is totally integrated with the Outlook calendar, so your availability to schedule a meeting is always completely up to date for your guests to book an appointment based on your availability. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Highlights

The major topics covered in this course include:

• Overview of the Bookings app functionality
• Step by step demonstration of how to setup your private Bookings web page
  • Defining your meeting types / services
  • Configuring text message reminder notifications
  • Setting your scheduling policies
  • Customize your Bookings page form to capture important information while booking an appointment.
  • Integrate with Microsoft Teams Meetings

Prerequisites

None

Designed For

Anyone who uses Outlook to manage their appointment calendar.

Objectives

After attending this presentation, you will be able to...

• Recognize the time savings opportunity when you use the Microsoft 365 Bookings app.
• Apply all the feature options to optimize your Bookings page setup.

Preparation

None

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by CPA Crossings.