Guides · 28
Guides for Microsoft Bookings.
Step-by-step setups for putting Microsoft Bookings on your website, tracking bookings in GA4, Google Ads and Tag Manager, and sending every booking to Teams, Slack or your CRM.
28 guides
Scheduling 7
- Appointment scheduling in Outlook and Microsoft 365The scheduling tools already in Microsoft 365, compared: Bookings with me, shared booking pages, Scheduling Poll, Teams appointments and calendar sharing.
- Microsoft Bookings for clinics and healthcare practicesSet up Microsoft Bookings for a clinic: services per appointment type, clinician hours, buffers, careful intake questions, reminders, telehealth and embedding.
- Microsoft Bookings for financial advisers and firmsUse Microsoft Bookings for discovery calls and client reviews: Teams meetings, qualifying questions, consent, reply-to, campaign attribution and records.
- Microsoft Bookings for interview schedulingRun candidate interviews on Microsoft Bookings: pages and services per role, panels, Teams lobbies, safe questions, reschedules, retention and ATS limits.
- Microsoft Bookings for schools and universitiesRun office hours, advising and group sessions with Microsoft Bookings: A1 vs A3/A5 licensing, faculty vs department pages, student-only access and term dates.
- Set up a shared Microsoft Bookings page, step by stepSet up a Microsoft Bookings shared booking page from licence check to launch: naming, domain, business hours, staff, services, policies, publishing and testing.
- Set up Microsoft Bookings for several locationsOne booking page per location or one page with location services? Trade-offs, setup steps, staff at several sites, per-location tracking and combined reports.
Tracking & analytics 7
- Find where Microsoft Bookings visitors drop offTraffic but no bookings? What you can and can't measure around a Microsoft Bookings page, a rough funnel from GA4 and the export, and a checklist of causes.
- Google Ads conversion tracking for Microsoft BookingsCount booked Microsoft Bookings appointments as Google Ads conversions: click conversions, gclid offline import through Power Automate, or an on-page tag.
- LinkedIn conversion tracking for Microsoft BookingsTrack Microsoft Bookings in LinkedIn Ads: an Insight Tag click conversion in GTM, li_fat_id kept through RefID, and booked meetings sent by Conversions API.
- Meta Pixel and Conversions API for Microsoft BookingsTrack Microsoft Bookings in Meta Ads: pixel intent events, a Conversions API relay from Power Automate, de-duplication, and a LinkedIn Insight Tag setup.
- Microsoft Ads (Bing) UET conversions for Microsoft BookingsCount Microsoft Bookings appointments in Microsoft Advertising: a UET event goal on the Book click, msclkid kept through RefID, and offline conversion import.
- Pass UTM parameters and gclid into Microsoft BookingsCarry campaign data into Microsoft Bookings without breaking the link: map UTMs to a safe RefID, store first-touch UTMs, and read sources from the export.
- Track Microsoft Bookings conversions in GA4 with GTMSet up GA4 tracking for Microsoft Bookings in three levels: GTM intent events, a Power Automate Measurement Protocol flow, and events from your own page.
Embedding 3
- Embed Microsoft Bookings on a WordPress siteAdd Microsoft Bookings to WordPress with a button link, an iframe in a Custom HTML block with sizing CSS, or a plugin, plus fixes for blank or cut-off embeds.
- Microsoft Bookings in React, Next.js, Vue, Svelte and AstroEmbed Microsoft Bookings in React, Next.js, Vue, Svelte or Astro with a responsive iframe component, and why that iframe can't tell your app about bookings.
- Microsoft Bookings on Webflow, Squarespace, Wix and FramerStep-by-step embeds of a Microsoft Bookings page in Webflow, Squarespace, Wix, Framer and HubSpot CMS, with the plan limits and sizing fixes for each builder.
Integrations 3
- Build a custom booking page on Microsoft BookingsThree ways to put your own booking UI in front of Microsoft Bookings: the iframe, Microsoft Graph, or the public page API, plus the traps we hit building one.
- Microsoft Bookings to a CRM with Power AutomateBuild a Power Automate flow that sends each new Microsoft Bookings appointment to Dataverse, Salesforce or HubSpot, deduplicated and with error handling.
- Move from Calendly to Microsoft Bookings: a migration planA Calendly to Microsoft Bookings migration plan: map event types to services, check the gaps in routing, payments and tracking, and switch links safely.
Bookings with me 2
- How to set up Bookings with me (step by step)Set up a Bookings with me page: licence and admin checks, meeting types, hours, buffers, public vs private, sharing, what bookers see, testing and known limits.
- Shared Bookings vs Bookings with me: which should you use?Shared booking pages and Bookings with me compared on staff, custom questions, embedding, API, admin controls and licensing, with a rule for picking each.
Staff & services 2
- Any available staff assignment in Microsoft BookingsSet up automatic 'any available staff' assignment in Microsoft Bookings, learn how it picks people, and spread bookings more evenly with the settings you have.
- Custom questions in Microsoft Bookings: best practicesDesign Microsoft Bookings custom questions that people answer: per-service setup, required fields, admin limits, where answers show up, and what not to collect.
Admin & security 1
Branding 1
Customers & data 1
Notifications 1
Also see answers and compare, or the developer docs.
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