Book a Meeting template

Book a Meeting is designed to show you the capabilities of a scheduling template. We've chosen the example of scheduling with a bank representative. The scheduling principle will apply to any industry or organization looking to stand up a scheduling portal.

The Book a Meeting landing page in the design studio.

Users

The template is designed for two key users:

  • The banking customer who wants to book an appointment with the bank representative.

  • The bank representative who's looking at the list of appointments and managing their calendars and appointments.

Bank customers

As a customer of a bank, you can do the following seamlessly:

  • Book an appointment with a specific bank representative at a specific bank branch and select your preferred time.

  • Cancel and reschedule your appointments via links provided in the email booking confirmation.

Bank representatives

As a bank representative, you can do the following seamlessly:

  • Manage your schedule.
  • Create, update, and manage appointments.
  • Block your schedule to indicate time away and other commitments.
  • Receive email notifications for appointment changes.

Makers

Makers are able to use the design studio to modify the template for specific needs.

The following are the pages, basic forms, and customizable tables provided in the template. These components can be modified to align with your specific project needs.

Pages

Customer pages

The following pages are used by bank customers.

Page Description
Home Customer homepage. Provides a link to book a meeting with a financial consultant.
C2 Book an Appointment Book an appointment with a financial consultant using a multi-step process by inputting service(s) desired, location, and availability.
C2 Cancel Appointment Cancel appointment with a financial consultant.
C2 Cancel Confirmation Confirmation page for successfully canceled appointment(s).
C2 Reschedule Appointment Reschedule a previously booked appointment with a financial consultant.
Search Keyword-based search.

Admin pages

The following pages are used by bank representatives.

Page Description
C1 Home Sign in to view schedule of appointments by day or by week.
C1 Specialties Select specialties that bank customers can schedule an appointment to discuss.
C1 Cancel Appointment Cancel an appointment with a customer.
C1 Edit Appointment Edit an appointment with a customer.
C1 Edit Unavailability Edit availability to meet with customers.
C1 Reschedule Appointment Reschedule a previously booked appointment with a customer.
Create Unavailability Create unavailability via a calendar block.
Profile Details about a bank representative, such as specialties.
getAllAppointments Query for a bank representative to retrieve all appointments.
Access Denied Displayed when a bank representative doesn't have access.
Page Not Found Displayed when the user's search criteria isn't matched.

Forms and tables

The template uses the following forms linked to Dataverse tables.

Table Table form name* Page form name**
contact BAM C1 Specialties Subgrid BAM C1 Select Specialties
appointment C1 Appointment Create C1 Appointment Create
appointment Appointment C1 Cancel Appointment
appointment C1 Appointment Create C1 Cancel Calendar Block
msdyn_appointmentrequest Calendar Block C1 Create Calendar Block
appointment Appointment C1 Edit Appointment
appointment Appointment C1 Reschedule
appointment Appointment C1 Reschedule Appointment
contact BAM C1 Simple Specialties C1 Simple Specialties
contact BAM C1 Specialties Subgrid C1 Specialties
contact BAM C1 Image Upload C1 UploadImage
msdyn_appointmentrequest Cancel Appointment C2 Cancel Appointment
feedback simple contact us form simple contact us form
account Account testform

*The form name as it appears associated to the table in data workspace.

**The form name as it appears when added to a page as a component.

Table information

Table display name Schema name Description
Appointment Appointment Scheduling for bank representatives.
AppointmentRequest msdyn_appointmentrequest Capture appointment request and actions (canceling, editing appointment) for customers.
Contact contact Capture contact information of bank representative.
Feedback feedback Capture feedback from customer.
Account Account Capture customer information.

Professional developers

This template includes custom code and has been styled to follow best-in-class UX patterns. For custom code editing, use the Microsoft Power Platform CLI to download the site metadata, and use Visual Studio Code to view and modify the source code.

See also

Tutorial: Add a page to your Power Pages site
Create and design pages