Sign In Scheduling has been designed to effortlessly integrate with Microsoft Teams. You can connect your Microsoft Teams account to Sign In Scheduling to automatically generate meeting links for yourself and your customers.
This guide explains how to connect your Microsoft Teams account to Sign In Scheduling.
Note: to use this feature, you must have a Business/Schools Microsoft Teams account.
How to connect your Microsoft Teams account to Sign In Scheduling
To get started, head to 'Setup' > 'Microsoft Teams' and click 'Connect Microsoft Teams'.
Here you'll also see the Microsoft Teams connection status for all staff members within the Sign In Scheduling account.
You'll then be sent to Microsoft's login/signup page. Log into your Teams account (or create one).
Once you've logged in, follow any on-screen instructions that appear. Once the accounts have been successfully connected, you'll see a confirmation notice and will be prompted to return straight back to Sign In Scheduling.
Then, when returning to 'Setup' > 'Microsoft Teams' within Sign In Scheduling, you should see your connection status has changed to 'Connected'. You're now good to go!
Note: each staff member within the Sign In Scheduling account will need to configure their own Microsoft Teams connections. Admins cannot do this on their behalf.
How to take appointments with Microsoft Teams
To begin taking appointments with Microsoft Teams, you'll first need to make sure that your services and availability are set to apply to 'Online/Phone'.
Head to 'Setup' > 'Services', click on the service(s) you'd like to take with Teams, and check that the location is set to 'Online/Phone'. Head to 'Setup' > 'Availability working hours' and check that the same applies to your working hours.
Once this has been done, Sign In Scheduling will automatically generate Microsoft Teams meeting links for online appointments booked with you. You'll find your Microsoft Teams meeting link within the booking information sidebar when you click on the booking within your calendar.
Your customers will receive their MicrosoftTeams meeting link via their booking confirmation email and reminders.
Note: if you use the 'Sign In Scheduling Basic' email template, your customers may not receive the Teams meeting link in their emails. We therefore recommend using the 'Sign In Scheduling Classic' template instead for your online services. To view and amend your email template, head to 'Setup' > 'Extra Email Settings'.
Microsoft Teams & Zoom
If you've connected Zoom as well as Microsoft Teams, customers will be prompted to choose between the two when they place their bookings.
If you manually book appointments on behalf of new customers via the Sign In Scheduling calendar, Zoom will be selected by default. However, if the customer has booked with you before and already stated their preference, Sign In Scheduling will choose their preferred software for the meeting.
You can view your customers' conference software preferences under the 'Customers' tab.
How to disconnect your Microsoft Teams account from Sign In Scheduling
To disconnect your Microsoft Teams account from Sign In Scheduling, head to 'Setup' > 'Microsoft Teams' and click 'Disconnect Microsoft Teams'.
The permissions we request
There are three permissions requested by Sign In Scheduling in order to perform and enable the integration with Microsoft Teams. These are as follows:
1. Offline access - this allows Sign In Scheduling to maintain a connection with Microsoft Teams over a long period of time, without the need for repeated re-authentication.
2. Read-write access - this allows Sign In Scheduling to read (view) and write (create/edit) information coming from Microsoft Teams, in order to create and update Microsoft Teams meetings within Sign In Scheduling.
3. User.Read access - this allows Sign In Scheduling to read the Microsoft user's ID, from the Microsoft user record. We use this to identify the user and tie them to a corresponding user within Sign In Scheduling.
For more information on permissions and consent in the Microsoft identity platform, click here.
Need more help?
We hope this guide has been helpful! If you have any questions, don't hesitate to reach out to our support team who will be happy to assist further.