How to Use Microsoft Teams (MS Teams)
Connect Microsoft Teams in Integrations → Video conferences with a Microsoft 365 work or school account, then set Teams as a booking type's location.
Requirements
- The Individual Plan, Pro or the Agency Plan.
- A Microsoft 365 (Office 365) Business or Education account.
Personal Microsoft accounts usually can't generate Microsoft Teams meeting links unless they have a Microsoft 365 Business or Education subscription. If you connect one, TidyCal shows a warning on the Video conferences page: connect a work or school account instead, or set the booking type location to Google Meet.
Step 1: Connect Microsoft Teams
- Click Integrations in the sidebar, then Video conferences.
- Click Connect Microsoft Teams account.
- Sign in with your Microsoft 365 Business or Education account and approve access.
When it works, the page shows Microsoft Teams connected as followed by your Microsoft email, with a Disconnect button.
Step 2: Set Microsoft Teams as a Booking Type's Location
- Go to Booking types and click the booking type (or open its ⋮ menu and choose Edit).
- In the Basics section, find Location: and choose Microsoft Teams.
- Click Save at the top right.
If Teams isn't connected yet, the editor shows Connect your Microsoft Teams account. under the dropdown. Repeat these steps for each booking type that should use Teams.
What Happens When Someone Books
- TidyCal creates a Teams meeting when the booking is made. The link goes out in the confirmation emails to you and your client, in the attached calendar invite, and in reminder emails.
- On booking types that need your approval, the client receives the link once you approve the booking.
- Group bookings and date polls share one Teams meeting per time slot. Round robin bookings each get their own meeting.
- When a booking is rescheduled, TidyCal replaces the Teams meeting with a new one, so the link changes.
Troubleshooting
A warning says this looks like a personal Microsoft account
- Personal accounts usually can't create Teams meetings. Click Disconnect, then connect a Microsoft 365 work or school account — or set the booking type location to Google Meet.
Bookings have no Teams link
- If Video conferences shows Microsoft Teams disconnected, the connection expired or was revoked, and TidyCal emails you when that happens. Click Reconnect. Bookings made while Teams was disconnected have no link, so send those clients a link yourself.
The editor shows "Connect your Microsoft Teams account."
- Teams isn't connected to your account. Connect it in Integrations → Video conferences (Step 1).
- Still stuck? Email support@tidycal.com.
Frequently Asked Questions
Which plan do I need for Microsoft Teams?
The Individual Plan, Pro or the Agency Plan. The Free Plan can't auto-create Teams meetings.
Does the Teams link change when a booking is rescheduled?
Yes. Teams meetings can't be edited, so TidyCal deletes the old meeting and creates a new link.
Whose Microsoft account is used on a team booking type?
The booking type owner's connected Microsoft Teams account.