From Scheduling to CRM: Maximizing Microsoft Bookings' Potential

🌟 Discover how to transform Microsoft Bookings into a powerful, lightweight CRM solution in this detailed tutorial 📊. We'll walk you through the process of creating shared pages in Microsoft Bookings 📆, making it easier for your team to manage customer interactions and appointments efficiently 💼. Perfect for small businesses 💡 and individuals looking to streamline their customer relationship management without the complexity of traditional CRM systems. Stay tuned for expert tips and tricks 🛠️ to enhance your CRM capabilities with Microsoft Bookings! 👥🚀
📖 Table of Contents
00:00 - Introduction
01:54 - Getting Started
04:08 - Business Information
09:48 - Adding Staff
10:47 - Adding Services
14:39 - Customer Information
16:57 - Integrations
20:30 - Gotchas
22:59 - Conclusion
🔨✂️Video Resources:
Personal Bookings Page Video: • Mastering Your Persona...
Personal Bookings Page Blog Post: tdsheridanlab.com/how-to-set-...
Forms to SharePoint Video: • Automate Microsoft For...
Microsoft Documentation: support.microsoft.com/en-us/o...
Shared Bookings Page Blog Post: Coming Soon
Booking Page Access:
MyApps Portal: myapps.microsoft.com ➡️ Bookings
Office Portal: portal.office.com ➡️ Waffle Menu ➡️ Bookings
Outlook Web App: outlook.office.com/bookwithme/me
💬 Social Media
Facebook/Twitter/Instagram/Pinterest/TikTok @tdsheridanlab
Web: www.tdsheridanlab.com
#️⃣ Hashtags
#TDSheridanLab #MSBookings, #MSTeams #MicrosoftBookings #CRM #SmallBusinessTech #TechTips #BusinessSolutions #CustomerManagement #ProductivityTools #AppointmentScheduling #DigitalTransformation #TechTutorial #BusinessEfficiency #Microsoft365 #EntrepreneurTips #SmallBusinessSupport #TechForBusiness
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[@user-pz3gk1tq1k]

HI, great video thanks for making! Is it possible to take payments through microsoft bookings?

[@TDSheridanLab]

Payment processing would have to go through Microsoft’s automation platform power automate. I know square and stripe are supported with power automate.
Would you like me to dive into it and make a video on it?

[@user-pz3gk1tq1k]

@@TDSheridanLab thank you, yes that would be great! ..not many videos out there about this yet!

[@garrettclagett4743]

Common scenario for my company: I have 5000 addresses that I am hoping to schedule appointments for. Is there a way to enter these addresses into a CRM or CRM like tool so that Bookings can pull from when we receive an appointment request?

[@TDSheridanLab]

Power automate has connectors to multiple popular crm tools. You’ll have to build out how you want the data to flow.