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MC333943: Forms Integration with Bookings

Organizations using the Microsoft Bookings app in Teams for virtual visits can now collect information from attendees and be able to securely share it with the staff while maintaining industry specific compliance requirements (such as HIPAA). Microsoft Bookings app in Teams will be integrated with Microsoft 365 Forms to support end to end (Pre-visit) workflows for virtual visits. This message is associated with Microsoft 365 Roadmap ID 87607.

Associate Forms templates to Booking services to send forms for data intake from attendees prior to joining a Booking appointment.

MC333943: Forms Integration with Bookings

Key Points

  • Timing: We expect this rollout to begin in mid-March and expect the rollout to be completed by late March.
  • Roll-out: Tenant level
  • Control type: Admin Control within the Bookings app in Teams
  • Action: Review and assess

How this will affect your organization

This new feature will let Admins and schedulers enable pre-visit data collection workflows for virtual visits by linking Microsoft 365 Forms to appointments in the Bookings app in Teams.

  • Admins can now link Forms to a Bookings service type through the Bookings app in Teams.
  • When creating a new appointment from Bookings app in Teams, Forms associated to the booking Service will automatically be added to the appointment.
  • Forms added to an appointment will be included in the email confirmation which goes out to the attendee.
  • When Form responses are submitted by the attendee, staff can view the status of submission in the appointment details form within Bookings Teams app.
  • This feature is not supported through Bookings web app. We are working on bringing this capability to web app in our future releases.

Linking a Form to your service type

Linking a Form to your service type

Forms included in an e-mail confirmation to the attendee

Forms included in an e-mail confirmation to the attendee

Once an attendee submits a response, staff can view the status of the submission in the appointment details form within the Bookings app in Teams

Once an attendee submits a response, staff can view the status of the submission in the appointment details form within the Bookings app in Teams

What you need to do to prepare

No action required although you might want to notify your users about this change and update your training and documentation as appropriate.

Message ID: MC333943
Published: 17 February 2022
Updated: 17 February 2022
Plan For Change
#NewFeature #AdminImpact #Books #365Apps

Alex Lim is a certified IT Technical Support Architect with over 15 years of experience in designing, implementing, and troubleshooting complex IT systems and networks. He has worked for leading IT companies, such as Microsoft, IBM, and Cisco, providing technical support and solutions to clients across various industries and sectors. Alex has a bachelor’s degree in computer science from the National University of Singapore and a master’s degree in information security from the Massachusetts Institute of Technology. He is also the author of several best-selling books on IT technical support, such as The IT Technical Support Handbook and Troubleshooting IT Systems and Networks. Alex lives in Bandar, Johore, Malaysia with his wife and two chilrdren. You can reach him at [email protected] or follow him on Website | Twitter | Facebook

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