MS Bookings

M ICROSOFT B OOKINGS

Define Service Offerings (Continued)

Custom fields: Select what information should be collected when an appointment is being booked.

Keep the Send a meeting invite option selected in most cases.

To include additional forms or requests to the automatic email confirmation, click in the Add additional information field.

1. To capture additional information about the customer, select the Add a custom field option. 2. Choose the question type.

Create optional Email reminder by clicking Add an email reminder

i. After adding custom info click Craft an optional custom Email follow-up by clicking the Add a follow up email . ii. After adding custom info click Final Steps to Add service After all details have been added, from the left side of the Add service dialog box choose: 1. Default scheduling policy – apply settings that are set up in Business settings of the booking page. 2. Publishing options – only deselect if this service is not ready to be used by customers or staff. 3. Click Save changes to Add the Service to the bookings page. Update the Service at any time by clicking edit pencil icon in the service detail window.

3. Input the custom question and select Save Changes.

4. Click Save changes. 5. Click the Selected option.

Notifications: Set the automatic email and text messages.

Deselect the Notify the business via email when a booking is created so no email is sent to the email address input in the Business information section.

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