How to Use Microsoft Teams (MS Teams)

The long wait is over! You can now integrate Microsoft 365 Teams with TidyCal to streamline your scheduling and connect easily with clients. Here’s a quick guide to get you started.

Requirements

Before you begin, make sure you have:

✅ A Individual Plan or Agency Plan account in TidyCal

✅ An Office 365 Business or Education account with Microsoft

Steps to Integrate MS Teams

Integrate MS Teams in Integrations

1. Log in to TidyCal account
2. Click Integrations in the sidebar
3. Select Integrations
4. From the side menu, choose Video conferences
5. Connect your Microsoft Teams account
6. Log in with your Office 365 Business or Education credentials to complete the connection

Set MS Teams as Location of Meeting

1. Go to Booking types, then select the booking type you want to integrate with Microsoft Teams.
2. Click Edit to modify your chosen booking type.
3. From the side menu, click Details.
4. In the Locations settings, under Video Conferencing Options, tick the checkbox for Microsoft Teams.
5. Save your changes.

Note: Repeat Step on other booking types you wish to meet via Microsoft Teams.

What Happens Next?

Once your integration is set up, a unique Microsoft Teams link will be automatically generated and included in the confirmation, calendar invite, and reminder emails sent to both you and your client whenever a meeting is booked.

This simplifies the process, ensuring you’re both ready to join the meeting effortlessly.