Configure bookings for Collaboration Manager

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You must configure bookings in Collaboration Manager before you are able to set up bookings with customers. You'll need to create a booking business if you don't already have one, and then update your settings value in Microsoft Power Apps. This article will guide you through the entire process.

Create a new Booking business

  1. Sign in to Bookings as an admin user.

  2. If this is your first time using Bookings, you may be prompted with a Get Started button. Fill in all the business information.

  3. If you already have a Bookings business and need to create an additional one, select the chevron next to your currently active Bookings business. Then select New.

  4. You can also create a new booking business by selecting New.

    Image of the New button on the Bookings home page.

Add staff

  1. Select Staff to view your staff.
  2. Select Add to add a new staff member by searching for a user and selecting their name.
  3. Choose a user role. Users can either be a viewer, an administrator, or a guest.
    • Viewer: A viewer can see bookings but can't create or delete them.
    • Administrator: An administrator can view, create, and delete bookings.
    • Guest: A guest can be assigned to a booking but can't view the calendar. Users assigned to this role have limited abilities, so it isn't recommended to assign someone as a guest unless you have reason to not want them to have access to the calendar.

Add services

  1. Select Services to view your services.
  2. Select Add a Service to add a new service and assign staff.

Booking customers

Customers will load automatically from Microsoft Dataverse and appear in the booking business when you create a booking. You don't need to create customers manually.

  1. Select Customers to view your customers.
  2. After creating a booking, you can select a customer to view their details.

Configure Booking business ID settings value

  1. Go to your calendar's booking page.

  2. Copy the URL to your booking page. Your URL will have this format: "emea.mail.microsoft.com/owa/calendar/BookingBusinessID@microsoft.onmicrosoft.com/bookings/". The part of the URL that appears between /calendar/ and /bookings/ (noted in bold) is your Booking business ID.

    Image of a Bookings page showing the URL

  3. Sign in to Power Apps and open the Solutions tab.

  4. To set the Booking Business Id value, select the settings solution that you created from the list of solutions.

    Image of the list of solutions.

  5. Provide the booking business ID value by selecting New > More > Other > Settings Value in the solution explorer.

  6. Set the value as the Booking business ID that you retrieved in step 2.

  7. In the Settings Group Id field, press Enter and select Collaboration Manager for Loans.

  8. In the Settings Definition ID field, press Enter and select Booking Business ID.

    Image of the New Settings Value pane.

  9. Select the Save & Close button on the top toolbar.