Sign In Scheduling integrates directly with Microsoft Teams.
If the Microsoft Teams integration isn't working as you'd usually expect it to, don't worry - most issues can be easily remedied with the troubleshooting steps provided in this guide.
Note: in order to use this integration, you must have a Business or Schools account with Microsoft Teams. The integration does not support personal Microsoft Teams accounts.
Check that the booking has a customer attached
In order for Microsoft Teams meeting links to be generated for a booking, that booking must have a customer attached to it. You can check this by clicking on the booking within your calendar. The customer name(s) will appear at the top of the sidebar.
If no customer appears, you can either click on the pencil icon at the top of the sidebar to edit the booking and manually select a customer to add, or you can ask that the customer book the appointment themselves, via your booking page.
Check that the booking is set to 'Online/Phone'
Microsoft Teams works with services set to take place at the 'Online/Phone' location.
To review or change the location of your services, head to 'Manage' > 'Services', click on the service you'd like to look at, scroll to the 'Location' section and select 'Online/Phone'.
Your changes will be saved automatically.
Check that the booking is assigned to the correct staff member
Staff members wanting to host Microsoft Teams appointments must have an active Microsoft Teams connection within Sign In Scheduling. If they don't, Microsoft Teams meeting links won't be generated for their online appointments.
Staff can set up their own Microsoft Teams connections under 'Manage' > 'Integrations' > 'Connect with Teams'.
To check which staff member the booking is assigned to, click on it within the calendar and refer to the information in the sidebar. To change the staff member, click on the pencil icon at the top of the sidebar and select a different staff member from the drop-down. Scroll down and click 'Change' to save.
You'll also want to make sure that each Microsoft Teams account connected to Sign In Scheduling is linked to only one staff member. Each staff member using Microsoft Teams should have their own separate account and login.
How to disconnect/reconnect Microsoft Teams
Sometimes, it can help to disconnect and then re-connect Microsoft Teams. To do this, head to 'Manage' > 'Integrations' and click 'Disconnect Microsoft Teams'.
To reconnect, follow the instructions outlined here.
Need more help?
We hope this guide has been helpful! If you need further assistance, don't hesitate to reach out to our support team.