Forum Discussion

Paul Stringfellow's avatar
Paul Stringfellow
Copper Contributor
Jul 30, 2020

Auto populating customer details in Bookings

Hi,

 

I am working with someone who is using bookings for internal use only, so to access the bookings calendar a user must have their 365 logon prior to the page.

 

In this case, is it possible for the "customer" details to be auto-filled, rather than them having to fill in names and email addresses?

 

At the moment they still have to fill in details even though bookings has allowed them to access the site (so knows they are a 365 user account).

 

Anyone know if this can be done?

 

thanks

 

  • Jelle_Hutting's avatar
    Jelle_Hutting
    Copper Contributor

    Paul Stringfellow 

     

    I'm deploying Bookings as a solution for my service team with the exact use case.

     

    I understand Bookings is build for ease of use and low effort implementation but I was expecting this as a core enterprise feature. The feedback so far is great but I'm still somewhat hesitant about its use since it offers no way to deal with abuse.

     

    This seems to me a must have for user experience and abuse scenarios.

  • RSweatt's avatar
    RSweatt
    Copper Contributor

    Paul Stringfellow I too am struggling with this issue. It appears that internal users are able to make their name whatever they want it to be. Hoping to see some new features and implementations to Bookings soon.

  • Naz9mm's avatar
    Naz9mm
    Copper Contributor
    3 years on - still looking for this to be a thing - why do users who have Signed in to the work account have to type in an email address and name again?
  • RTTech2475's avatar
    RTTech2475
    Brass Contributor
    Same issue. This is much requested in our organization. Would love to hear if this is going to be included and when.
  • ssu2020's avatar
    ssu2020
    Copper Contributor
    Yes, looking forward to see if MS can auto-populate this field for organizations using MS Bookings for internal company use.
  • Annett54's avatar
    Annett54
    Copper Contributor

    we do have the same internal user case and would love to see this feature

  • ved-leachim's avatar
    ved-leachim
    Brass Contributor
    I just implemented an order service for bookings in my company. We are testing it with three users, and one of them has already requested this feature. It would be nice if there were ways to provide this possibility since we are allowing bookings only for internal accounts.
  • RoelandC-MSA's avatar
    RoelandC-MSA
    Copper Contributor

    Paul Stringfellow You must go back to the bookings page settings.
    There you can change to the 2nd option 🙂 
    O "No self service"
    X "Available to people in your organisation"
    O "Available to anyone"

    Tricky here is that per default it is set to 3rd, anyone. And then start searching for it in the service settings :-(. 
    Note: For testing that it takes some ninutes to be set (as always for Exchange). 

    • RoelandC-MSA's avatar
      RoelandC-MSA
      Copper Contributor

      RoelandC-MSA Having overcome this issue it is time to move on and ask to reserve a meeting room for this booking ? 

      Will implement that using power automate (trigger is new booking). And follow up using Outlook actions like "find me a free meeting room" ...

       

Resources