MS Bookings - How To Set-Up One Service With Multiple Location Options

Issue/Question

  • Is it possible to have one service avaialble at multiple locations?
  • How can I have students indicate where they'd like to meet with me (Zoom v Phone v In-Person) for one of my service types?

Environment

  • Oregon State University
  • OSU Employee
  • MS Bookings

Cause/Explanation

In each service, there is a Default Location field that can only have one option listed, though many Bookings users will have multiple ways to meet with students. Bookings users may wish to let their students indicate where they'd like to meet with them to provide flexibility and accommodations to the student's preference. Since there is not a setting in Bookings already for this, there are two ways you could set up your services to achieve the goal of having students indicate where they'd like to meet.

Resolution

Method 1; Create individual appointments with a different service name and default location listed

  1. From the MS Bookings webpage, select the "Services" tab on the left-side menu
  2. Click "Add a service" and create new services for each type of offering with the following settings:
    Example 1: Service Name: "30-minute phone call," Default Location: "Phone," and ensure you have the phone number field on and required in the "Custom Fields/Modify" option page
    Example 2: Service Name: "30-miniute Zoom video call," Default Location: "Copy & Paste in your personal Zoom room link," and copy and paste in the entire Zoom meeting invitation (to include the call in option in case their internet doesn't work at the time of your appointment) into the Confirmation section on the service.

Method 2; Create one appointment with a custom required dropdown intake question about where they'd like to meet

  1. From the MS Bookings webpage, select the "Services" tab on the left-side menu
  2. Click "Add a service" and create new services for each type of offering with the following settings:
    Example 1: Service Name: "30-minute appointment" or "START Advising," Default Location: "Where you choose" or leave it blank, then open the Custom Fields section by clicking on the Modify button to add a required dropdown intake question about where they'd like to meet and enter the options they have to choose from (Zoom, Phone Call, In Person), then be sure that all of the different information a student would need to join for any of the optoins is listed in the confirmation and/or reminder emails.

 

For assistance, contact the Service Desk.

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