Forms Integration With Bookings
Forms Integration With Bookings
Joel Rollins

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 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. Microsoft is 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

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

Contact us to learn more: 
202.293.5003 x4
sales@madwolf.com 
 
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