建立手動預約Create a manual booking

Bookings 可以使用兩種不同的方式排程和配置人員。Bookings can be scheduled and staffed in two different ways. 第一種方式是由客戶使用獨立預約頁面或您新增至網站的內嵌預約頁面。The first way is by the customer using a standalone booking page or an embedded booking page that you add to your website. 另一種方式是您或您的其中一位員工手動輸入預約,例如客戶撥打預約電話時。The other way is for you or one of your employees to enter the bookings manually, such as when a customer calls for an appointment. 本文涵蓋手動案例。This article covers the manual scenario.

  1. 在 Microsoft 365 中,選取應用程式啟動器,然後選取 [預定]。In Microsoft 365, select the App launcher, and then select Bookings.

    在應用程式啟動器中預訂的預約影像

  2. 在功能窗格中,選取 [行事 ] [ > 新預約]。In the navigation pane, select Calendar > New booking.

    新預約使用者介面的影像

  3. 選取要提供的服務。Select the service to be provided. 請參閱 在 Microsoft 預約中定義您 的服務產品以取得服務設定指示。See Define your service offerings in Microsoft Bookings for service setup instructions.

  4. 輸入客戶資訊,包括名稱、電子郵件地址、電話號碼,以及其他相關的詳細資料。Enter the customer information, including name, email address, phone number, and other relevant details.

  5. 選取 [教職員工] 成員以提供服務。Select the staff member to provide the service. 顯示的教職員工成員清單是根據您在 [服務] 頁面上設定的專案而定。The list of staff members shown is based on what you set up on the services page.

    教職員工清單使用者介面的影像

  6. 輸入服務詳細資料,包括日期、時間、地點及其他相關資訊。Enter the service details, including date, time, location, and other relevant information. 一旦您為客戶輸入有效的電子郵件地址,[ 儲存 ] 按鈕就會變更為 [ 傳送],您將會看到一個附注,告訴您會將確認傳送給客戶。Once you enter a valid email address for the customer, the Save button will change to Send, and you'll see a note telling you that a confirmation will be sent to the customer. 客戶確認包含附件,可將其新增至他們的行事曆。The customer confirmation includes an attachment for them to add to their calendar. 選取的教職員工成員也會收到含約會資訊的會議邀請,讓他們可以將其新增至他們的個人行事曆。Selected staff members will also receive meeting invitations with the appointment information so they can add it to their personal calendars.

  7. 選取 [ 新增電子郵件提醒]。Select Add an email reminder.

  8. 指定應傳送提醒的時間(應該傳送的位置 (客戶人員所有出席者) ,以及提醒訊息應該的位置)。Specify when the reminder should be sent, where it should be sent (Customer, Staff, All attendees), and what the reminder message should be.

  9. 選取 [ 儲存 > 傳送]。Select Save > Send.

    以下是客戶將會收到之提醒的電子郵件範例:Here's an example email of the reminder your customer will receive:

螢幕擷取畫面:從手動預約進行確認的電子郵件範例