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Simplify Outlook Meeting Scheduling with Office 365 Bookings

Thursday, December 26
 5:00pm - 6:00pm

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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, Higgins Advisory, LLC

John is the founder and CEO of Higgins Advisory, LLC, established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation. John believes that the key to success today, and in the future, lies in leveraging the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.

John is a seasoned entrepreneur with experience, founding two separate accounting technology advisory firms that were acquired by larger organizations. In addition, he has experience with a local CPA firm as well as a technology advisory practice leader partner in a national CPA firm.

As a nationally recognized thought leader, John shares his expertise as a strategic advisor and speaker on accounting technology through coaching and speaking engagements. His primary contribution to the CPA profession is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.

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Non-Member Price $75.00

Member Price $55.00