Learning outcomes
- Explain how to offer appointment times while controlling staff and customer information.
- Complete the guided practice safely.
- Check that you can test the booking experience before publication.
Planning and Knowledge Tools
Microsoft Bookings
Learn to offer appointment times while controlling staff and customer information and test the booking experience before publication in this beginner-friendly Microsoft 365 lesson.
Before you begin
Use a small sample project with clear owners and dates. Avoid adding real customer or staff information without approval.
Step-by-step instructions
- Open the named Microsoft 365 planning or knowledge app and confirm you are using the intended account.
- Review a sample service, availability and confirmation flow.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: test the booking experience before publication.
- Check the owner, due date, sharing scope and next action, then update the sample project status.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.
Practical activity
Review a sample service, availability and confirmation flow. Your expected result is to test the booking experience before publication.