Major update from Message center

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.

Key Points

  • Microsoft 365 Roadmap ID: 87607
  • 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 Bookings App to specific Form

Forms included in an e-mail confirmation to the attendee

Sending email with Forms linked

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

Forms integration with email confirmation

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.

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