microsoft bookings
107 TopicsOption to Make Staff Selection Mandatory in Microsoft Bookings
Microsoft Bookings currently allows customers to optionally select a staff member (ANYONE) when booking a service. For workflows like media production, consulting, or specialized services, it's essential that clients must select a specific staff member to ensure proper scheduling and resource allocation. Feature Request: Add a toggle in service settings labeled “Require staff selection” so that customers must choose a staff member before completing a booking. Benefits: Reduces booking errors Ensures correct resource assignment Supports industries with specialized roles Improves client experience and planning Use Case: In multimedia production, clients must select a specific producer or videographer. Leaving this optional causes confusion and delays.Waitlisting for services!
We definitely need to control how many people are booked into a service. It would be ideal if a waitlist option could be added to services. Then if a session is full, potential attendees can put themselves on the waitlist. If the team decides enough staff are free to facilitate a larger session, then they can add people from the waitlist into the session. Currently relying on customers to reach out if they wanted a particular session that was full, however, they a) can't even see that a session is there but full (calendar just shows blank); and b) we don't necessarily want to advertise that you can contact to find out about full sessions as then the team would likely have many emails asking for training outside of advertised times....17Views0likes0CommentsServices that don't automatically assign a staff member
We have several services that we run - but want the ability to manually assign a staff member after people have booked in. Having a staff member permanently assigned to a service doesn't usually work. Having Bookings randomly pick someone is also not a good solution. Ideal scenario - all selected staff receive booking notification emails (they are also all then aware of how busy the services are), then one of those staff volunteer and assigns themselves to the service. Pretty simple, yet not currently available!13Views0likes0CommentsCustomisable questions that are useful!
Seeing or downloading the data from custom questions is a total pain. The preview tile for a service would be useful if we can see those answers! For someone running a session, I want them to quickly be able to glance at a booking and see: How many attendees How many attendees have selected a particular answer e.g. if we run a service but need to know how many people want an apple, and how many want an orange, it would be so useful to quickly see Apple = 3, Orange = 2. Then the staff member can easily see what they need to prepare for. Currently someone has to find the booking, open the booking, look at each person who has booked in and read their answers... A very simple quick fix would even be to include this summary in the booking notification the staff member receives!! As a customer - they receive the answers to their question/s, but not the staff member running the service. Its a bit odd.11Views0likes0CommentsAllow the Bookings Initial Form to be Customized
Name, Email, Notes. That's all? I'd like to be able to add a field or at least change the title "Notes" to something that fits my business. And, I'd like to see the "notes" in an email instead of just having to look on the calendar and see the "notes" there.14Views0likes0CommentsOption to remove "change or cancel appointment" for a service
There may be some cases where we do not want our customers to be able to reschedule a booking. Currently there is no way to remove the "change booking" and "cancel booking" from a) the booking confirmation page and b) the confirmation email (where there is the link to change the booking). It would be great if there was an option to remove the possibility for customers to change or cancel their appointment and have it show up without those buttons (in the same way that it shows when as an admin I manually book an appointment for them). This is especially important since there is a bug: if I give customers access to a specific service ONLY, they can of course only book an appointment for that service. Once they have booked, if they press on "cancel booking" they can see ALL THE SERVICES, and book a slot for any of them (which of course we do not want them to be able to do)2.9KViews22likes4CommentsBlock a Customer From Booking Appointments
We have a need to have the ability to block a customer from booking future appointments. The ideal functionality would be to have a checkbox on the customer record that can either be checked or unchecked allowing/blocking the customer from booking future appointments.1KViews25likes2CommentsMultiple Meeting Venues
Provide options for the person scheduling the meeting to select from multiple locations and communication services (e.g., Zoom, Google Meet, Teams, Slack). Have integration available to provide the respective link in the invitation. Functionality consistent with what's available with comparable scheduling solutions.19Views0likes0Comments