How to set up Microsoft Bookings: personal and shared booking pages

In Outlook on the web, click the app launcher and select Bookings. You will see two options: Personal booking page and Shared booking pages.

Under Personal booking page, select Create meeting type. Add a title, choose a category color and write a description.

Teams meeting is on by default, so every booking gets a Teams link. If you prefer Zoom or another platform, turn it off and paste your own meeting link. Customers then receive that link in their confirmation email. Set the meeting duration.

Choose Private (only people with the link can book) or Public (the meeting type shows on your booking page).

Availability follows the meeting hours on your Outlook calendar, or you can set custom hours for this meeting. Under the advanced options, set buffer time (the video uses 10 minutes before and after), minimum lead time (1 day) and maximum lead time (30 days). Add an email reminder and, if you want, a follow-up email with your own template. Save.

Copy the link, open it and continue as a guest. Pick a date and time, click Next, and enter a name, email and note. Bookings asks the guest to verify their email with a code, which helps prevent spam bookings. After booking, the guest gets a confirmation email with the meeting link and the event appears in your calendar.

Add more meeting types and they all show on your personal booking page. You can share the link to the whole page or to a single meeting type.

Under Shared booking pages, select Create booking page. Enter a name (you can change it later), add a logo, pick the business type and keep or adjust the business hours. Bookings creates an email address in your organization for the page, and you are not charged for that account.

Click Next, search for and add staff members, then Next again. Keep the default service for now, set who can book to Anyone, and click Create. When it is ready, click Get started.

Go to Services and click Add new service. Add a name and description. Turn on Add online meeting if you want a Teams link. Set the duration (the video uses 1 hour) and buffer times (10 minutes before and after).

Under price, you can set a fixed price or leave it free. Bookings cannot take online payments, but you can send a payment link after someone books, or automate that with Power Automate. Under availability options, set the minimum and maximum lead time.

Under Assign staff, pick one or more staff members. You can assign one person, or turn on the option that lets customers choose a particular staff member when they book.

Under Custom fields, you can turn off some default fields and click Add a custom field. In the video I add a Drop-down question called Business Type with three options and a Text question called Website URL. Save each field, then turn them on for the service. Custom fields you create can be reused on other services.

Under notifications, customize the email reminder and follow-up templates. Save, then delete the default service Bookings created.

Add another service with a 30-minute duration, 5-minute buffers, a fixed price, up to 3 attendees and a 7-day maximum lead time. Assign one staff member and turn off Allow customers to choose a particular staff for booking. Make the customer email required and turn on the custom fields. Save.

On the live page, customers can pick staff for the first service but not the second. When someone books the second service, the assigned staff member gets an email and the appointment is added to their calendar.

Go to Booking page, click Embed, choose the iframe option and copy the code. In your website (the video uses a WordPress Custom HTML block), paste the code and preview. Increase the iframe height (for example 1000px) so the full page shows without cramping.

To embed just one service, go to Services, copy that service's booking page link and replace the booking page URL in the iframe code with it.

For customers who call or email, select the service and choose Book appointment. Pick a date and time, add a new customer, and tick the option to email them the meeting details. Click Create booking. Under Customers you can see everyone who has booked, and under Business information you can rename the page.