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Bookings How To: Scheduling
  1. Go to https://outlook.office.com/bookings/homepage
  2. Log in with your Juniata email and password
  3. Choose to set up a new Booking page and provide a name such ‘YOUR NAME – Scheduling’. Then click continue
  4. It will churn for a while and then you should receive a message letting you know that your booking calendar has been created. Click ‘Ok’.
  5. Click on the ‘Business information’ link on the left. Although you may not think of yourself as a business, the ‘Business hours’ in this area controls what general time frame people are able to schedule an appointment with you. So if you are generally available between the hours of 8am-5pm Monday through Friday nothing needs to be changed. (It will automatically tie to your calendar in Outlook, so as long as you’ve blocked off your classes and meetings in there it will automatically mark those times as unavailable when someone tries to schedule time with you.) Be sure to click the ‘Save’ option at the top if you made any changes.
  6. Click on the ‘Services’ tab on the left.
  7. Click the button at the top to ‘Add a service’
  8. You will then provide the necessary information for your appointment types:
    1. Service name: Choose something that will allow the person to know what they are signing up for. (For example, ‘Advising Appointment’, ‘Office Hours’, ‘Quick Question’)
    2. Default Duration: This area allows you choose the length of the time period that will be booked for this type of meeting. There is also a toggle in this area that will allow you to buffer the time before and after meetings to prevent having multiple things back to back.
    3. Price: Typically you would set this to ‘Free’, but maybe your time is more valuable?
    4. Custom Fields: This would allow you to provide additional questions for the person to fill out when booking a time slot. (For example, ‘Purpose of meeting?’)
    5. Reminders and Confirmations: This area allows the system to send out email reminders in advance of your meeting to alert the scheduler that they have an upcoming appointment with you.
    6. Online Scheduling options: There is a default scheduling policy set up elsewhere, but by unchecking this box you can control options regarding how time increments are shown (for example, if you set it to 30 minutes it would show times such as 8:00am, 8:30am, 9:00am, etc) and how much in advance they must book the meeting (avoid last minute scheduling!).
    7. Assign Staff: Make sure your name is highlighted.
  9. You can remove the ‘Initial consult’ option already present in the list of services by hovering over it and clicking the trash can icon.
  10. Click on the ‘Booking Page’ link on the left.
    1. Check the box to ‘Require a Microsoft 365 …’ to limit access to those with Juniata accounts
    2. Check the box to ‘Disable direct search engine indexing of booking page’.
    3. Uncheck the box in the ‘Staff’ area.
    4. Click the ‘Save and publish’ button at the top of the page.
  11. You can now use the ‘Open published page’ to view what others will see when attempting to schedule with you.