MS Teams - Bookings Create an Appointment Type

In Bookings, go to More options (...) > Settings > Appointment types.

Select Add appointment type.

Add a title and confirmation message with details. You can also format text and add links in the message.

To let attendees join an appointment from a mobile browser, toggle on Allow them to join from a mobile browser.

Select Send them text messages to confirm and remind attendees about an appointment.

You can also send an email reminder: 

Select Add an email reminder to send a reminder to the staff and attendee.

Choose a recipient and select how far in advance you’d like to remind them of an appointment.

Type a custom email if needed, and then select Done.

Only Bookings Admin can add forms to appointment types. When Schedulers Create a new booking  the pre-set linked forms will be included in the booking.

To remove a pre-set linked form from the appointment, select the X on the form card.

To link another form to the appointment, select Add a form to fill out. Choose from the forms provided as options for this appointment type and select Add.

If you want to add another form to your appointment type, reach out to your Bookings Admin to request the form be added to the appointment type. To find out who your Bookings Admin is, select the … overflow menu, then Settings. Select Staff to see a list of everyone who has access to Bookings, and their role as either an Admin, Scheduler, Team member or Viewer.

The recipient will receive the form in their booking confirmation email and the status will be set to Not started. Once they complete the form, the status of the form will be updated to Completed in their booking details and Administrators, Schedulers, and Team members will be able to view the responses from within the appointment details.

When you’re ready, select Save. Now, when you create a booking, your new appointment type appears there.