Hello, in this video we will show you how to get started with virtual visits and Microsoft Bookings in three simple steps.
First, local administrators or LAs should enable Microsoft Bookings in the user policy from the NHSmail portal.
Then, we will show you how LAs can create a new bookings calendar from the portal.
Finally, we will show you how calendar admins can customize appointment types and manage bookings from within Teams.
The first step is for LAs to enable bookings in the user policy of selected users who have been migrated to Exchange Online.
To do this, head to portal.nhs.net and under the Admin tab select User Policy Management. Fill in the details of your organization and the base license.
Then, simply use the toggle function to switch on Microsoft Bookings. Finally, remember to only add users who have been migrated to Exchange Online.
To create a new booking calendar from the portal, under the admin tab select booking calendar.
Then, click on add and select create booking calendar. You will only be able to create calendars for your organization.
You will be required to add a service name or clinical area, the clinic name and a phone number. These will be used to create the display name and the new email address of the calendar.
Then, you will need to select a reply email address where all emails to and from the calendar will be sent to, and to add users to the calendar, either as calendar admins or visitors.
Finally, we will cover how users can get bookings and manage booking calendars from Teams. Once in Microsoft Teams, select the three dots on the right.
At the bottom of the left tab, then start typing Bookings under Find an App. Click on it and add Microsoft Bookings.
Once Bookings opens, right click on it and click on PIN. To create or add appointment tabs, simply click on the Settings button.
Go to add appointments or edit a current appointment. You will be able to change the title of the appointment,
add comments and add reminders for the attendees and clinicians.
From within Teams, you can also add and remove staff, either as calendar admins or viewers, using this tab.
Please note, calendar details should only be changed by the LAs from the NHSmail portal. If you are part of more than one booking calendar, you can switch between calendars by clicking on this dropdown,
and selecting existing calendars. Please note that users cannot create new booking calendars from within Microsoft Teams, and that only LAs can do so from within the NHSmail portal.
Should you have any further questions, you can find detailed guidance for local administrators, NHSmail users and a use case article at the support site of NHSmail.