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Microsoft Bookings - Adding Team Members
Microsoft Bookings - Adding Team Members
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Bookings
Add a new Team Member to Bookings
Get to the Bookings Homepage
Go to campus SSO – https://sso.csulb.edu
Select the “Microsoft 365 Portal” tile
Select the Waffle icon (9-dot icon in the top-left corner)
Select Bookings (may be under “More apps” if never used before)
Select the Bookings page
Select the “Staff” menu in the left-side Menu
Select “Add new staff”
Enter the email of the person to be added
DO NOT select any users shown yet or they will not add correctly
Select “Search Directory”
Select the intended user from those shown
Adjust profile, role, and availability as needed
Select “Save changes”
The added user will receive an email invitation
Accepting a Bookings Invitation
Method 1 – Accept email invite
Open the email invitation and select “Accept”
Note: as of 09/23/24, using the Accept link in the email invitation often results in an error. Microsoft is aware and is working on a fix. There is no time estimation for remediation.
If you receive an error, try Method 2 or ask the Bookings owner to remove and re-add you.
Method 2 – Manual accept or decline of invite
Get to the Bookings Homepage
Go to campus SSO – https://sso.csulb.edu
Select the “Microsoft 365 Portal” tile
Select the Waffle icon (9-dot icon in the top-left corner)
Select Bookings (may be under “More apps” if never used before)
On the card for the desired Bookings page, select the ellipsis (3-dots)
Note: The card can take several hours to show up after a page owner adds a user
Searching for the page can sometimes make it appear in the homepage:
Select “Search”
Enter the page title and select it
Make any settings changes necessary
Select “Back to all bookings pages” to return to the homepage
Select ‘Manage membership”
Select “Accept Bookings”
Note: This is the only place to accept or decline invitation to make yourself “Bookable”
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Check out this article I found in the Client Portal knowledge base.<br /><br /><a href="https://csulb.teamdynamix.com/TDClient/1993/Portal/KB/ArticleDet?ID=153384">https://csulb.teamdynamix.com/TDClient/1993/Portal/KB/ArticleDet?ID=153384</a><br /><br />Microsoft Bookings - Adding Team Members