Skip to main content

Simplify Outlook Meeting Scheduling with Office 365 Bookings

Friday, July 12
 9:00am - 10:00am

(Check-In 8:55am)

Add to Calendar

Online

1.00 Credits

Member Price $55.00

Non-Member Price $75.00

Overview

Are you frustrated with sending emails back and forth to try and agree on a simple meeting time? If you use Microsoft 365 Outlook, you will want to attend this short course to learn everything you need to know to setup your Microsoft 365 Bookings App to streamline appointment setting. This easy-to-use app lets you provide your meeting guests with a link to a private web page that allows them to view your availability and use self-service to book the meeting in your Outlook calendar and their calendar app. The Booking app is totally integrated with the Outlook calendar, so your availability to schedule a meeting is always completely up to date for your guests to book an appointment based on your availability. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives

After attending this presentation, you will be able to...

  • Recognize the time savings opportunity when you use the Microsoft 365 Bookings app.
  • Apply all the feature options to optimize your Bookings page setup.

Highlights

The major topics covered in this course include:

  • Overview of the Bookings app functionality
  • Step by step demonstration of how to setup your private Bookings web page
    • Defining your meeting types / services
    • Configuring text message reminder notifications
    • Setting your scheduling policies
    • Customize your Bookings page form to capture important information while booking an appointment.
    • Integrate with Microsoft Teams Meetings

Designed For

Anyone who uses Outlook to manage their appointment calendar.

Prerequisites

None

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

John Higgins

John serves as a strategic technology advisor to CPAs in the planning and deployment of effective technology solutions. As a principal at CPA Crossings, John specializes in facilitating the development of strategic technology plans, paperless workflows, client portal solutions and a comprehensive digital practice model. John’s primary qualification is his passion for helping CPAs achieve success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. Qualifications and Experience: • Actively involved in working with local, regional and national CPA firms over the past 25 years. • Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, workflow design, innovative client services and more. • Nationally recognized speaker and author on technology issues affecting the CPA procession, with an emphasis on transforming to a digital practice model. • Awarded for being one of the top 25 thought leaders in the accounting procession by The CPA Technology Advisor (www.cpata.com) • Monthly host of “Document Management To Go” Podcast • Former national consulting partner with top 10 CPA firm • Past member of the AICPA Business & Industry Hall Fame • Past Chair of the Michigan Association of CPAs • Past member of the AICPA Council and CPE Advisory Committee • MACPA Innovative User of Technology Award

Return to Top

Non-Member Price $75.00

Member Price $55.00