Smarter Scheduling with Microsoft Bookings

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Most of the small businesses I look at are still scheduling meetings with email.

Three back-and-forth replies. A “does Tuesday at 2 work?”. A “no sorry, Wednesday?”. A reply chain that never quite books anything.

The smarter ones have a Calendly tab open in another browser. Their bookkeeper has Calendly. Their VA has Calendly. Their accountant has Acuity. Somewhere in the mix, another subscription is being paid for.

But every one of those tenants already has Bookings sitting unused inside their Microsoft 365 plan. And almost nobody knows it comes in two flavours.

That’s not a feature gap. That’s an awareness gap.

What is Bookings, really?

Bookings is two products with the same name.

The first is Bookings with me — Microsoft also calls it Personal Bookings. It’s a per-person scheduling page tied to your Outlook calendar. Someone hits your link, picks a meeting type, picks a slot inside your real availability, and the invite lands in both calendars. No mailbox to provision. No staff list. Just you and your calendar.

The second is a shared booking page. A separate scheduling mailbox for a team, a service, or a whole business. Multiple staff, multiple services, different durations. The classic “book a haircut, pick your stylist” page — except it works just as well for “30-minute discovery call with whoever on the team is free”.

Personal page for an individual. Shared page for a business.

Most SMBs need both.

Step-by-Step: standing up your personal page
Open the Bookings app

Go to book.ms, or pin the Bookings app to the rail in Outlook on the web or Teams. On the home page you’ll see Personal booking page at the top — that’s Bookings with me. Microsoft has already published one for you with default 15- and 30-minute meeting types. The detail is in the Personal Bookings FAQ on Microsoft Learn.

Set your meeting types

Edit the defaults. Set duration, location (Teams meeting by default — toggle it off for in-person), and availability hours. Mark each one Public to put it on your link, or Private to share only as a one-off.

Add a buffer

This is the setting people miss. Buffer time before and after each appointment is what stops your day collapsing into back-to-backs. Five or ten minutes on every meeting type. Buffer behaviour lives under Configure service availability.

Drop the link into your signature

Copy the public URL. Paste it into your Outlook signature:

https://outlook.office.com/bookwithme/user@yourdomain.com/

Notice what’s missing? No “let me know what works”. No “looking forward to hearing back”. The link does the asking.

Step-by-Step: standing up a shared page
Create the page

In Bookings, under Shared Bookings, choose Create booking page. Start from scratch unless you’ve got a template to clone. Fill in business name, logo, and hours — the setup walkthrough on Microsoft Learn lists the four required pieces.

Add staff and services

Add bookable staff. For each one, leave Events on Microsoft 365 calendar affect availability on so their Outlook calendar drives free/busy. Then create services — a service is a bookable thing (“30-min discovery”, “60-min onboarding”) with its own duration, buffer, and reminder cadence.

Decide who can be self-served

Turn off self-service for anything strangers shouldn’t book. Mark internal-only services Private.

Why this actually changes behaviour

“Hey, got a few minutes next week?” becomes “Sure — book a time.”

That one swap is the whole post.

The personal page kills the email tennis between you and your contacts. The shared page kills it between your clients and your team. The calendar becomes the source of truth, not the inbox.

Here’s the real win: it’s already in the licence. Business Basic, Business Standard, Business Premium, the E plans — Bookings is there. Calendly is not.

If your clients are still booking meetings by email, they’re paying for two things and using one of them.

Bookings isn’t there to schedule meetings. It’s there to stop scheduling them at all.

May Microsoft 365 Webinar resources

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The slides from this month’s webinar are available at:

https://github.com/directorcia/general/blob/master/Presentations/Need%20to%20Know%20Webinars/202405.pdf

If you are not a CIAOPS patron you want to view or download a full copy of the video from the session you can do so here:

http://www.ciaopsacademy.com.au/p/need-to-know-webinars

Watch out for next month’s webinar

Meeting recap from Copilot

Key Topics:
  • Microsoft 365 and AI updates: Robert shared some news and videos from the recent Build conference and the Open AI demo, highlighting the new features and capabilities of Copilot, GPT-4, and AI agents. 4:58

  • Microsoft Bookings demo: Robert showed how to create and customize booking pages, services, staff, and customers, and how to integrate Bookings with Outlook, Teams, and Power Automate. 17:29

  • Questions and feedback: David asked about the Outlook add-in for scheduling polls and the future of AI in Bookings. Robert suggested using Bookings instead of the add-in and expected more AI integration in the future. 42:05

CIAOPS Need to Know Microsoft 365 Webinar – May

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Join me for the free monthly CIAOPS Need to Know webinar. Along with all the Microsoft Cloud news we’ll be taking a look at Microsoft Bookings.

Shortly after registering you should receive an automated email from Microsoft Teams confirming your registration, including all the event details as well as a calendar invite.

You can register for the regular monthly webinar here:

May Webinar Registrations

(If you are having issues with the above link copy and paste – https://bit.ly/n2k2405

The details are:

CIAOPS Need to Know Webinar – May 2024
Friday 31st of May 2024
11.00am – 12.00am Sydney Time

All sessions are recorded and posted to the CIAOPS Academy.

The CIAOPS Need to Know Webinars are free to attend but if you want to receive the recording of the session you need to sign up as a CIAOPS patron which you can do here:

http://www.ciaopspatron.com

or purchase them individually at:

http://www.ciaopsacademy.com/

Also feel free at any stage to email me directly via director@ciaops.com with your webinar topic suggestions.

I’d also appreciate you sharing information about this webinar with anyone you feel may benefit from the session and I look forward to seeing you there.

CIAOPS Need to Know Microsoft 365 Webinar–February

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Bookings is an under utilised Microsoft 365 service that allows easy scheduling for you and your team. For February we’ll take a deep dive into all the cool stuff you can do with Bookings, so don;t miss it. I’ll also have the latest news from Microsoft and as always there will be time for your questions.

You can register for the regular monthly webinar here:

February Webinar Registrations

The details are:

CIAOPS Need to Know Webinar – February 2021
Friday 26th of February 2021
11.00am – 12.00am Sydney Time

All sessions are recorded and posted to the CIAOPS Academy.

The CIAOPS Need to Know Webinars are free to attend but if you want to receive the recording of the session you need to sign up as a CIAOPS patron which you can do here:

http://www.ciaopspatron.com

or purchase them individually at:

http://www.ciaopsacademy.com/

Also feel free at any stage to email me directly via director@ciaops.com with your webinar topic suggestions.

I’d also appreciate you sharing information about this webinar with anyone you feel may benefit from the session and I look forward to seeing you there.