If your agency runs on Microsoft 365, you can have ASNSpark! CRM create a unique Microsoft Teams link for every booking. The link is sent with the calendar invite, so families and referral partners can join without anyone setting up the meeting manually.
Before you start
- Only Microsoft Teams work or school accounts can be connected. Personal Teams accounts are not supported.
- Each user connects one Teams account. The same Teams account can be used by more than one user.
- Connecting Outlook does not connect Teams. They are separate connections.
Connect Microsoft Teams
- Go to Calendars, click Calendar Settings and open the Connections tab.
- Open the Video Conferencing tab.
- Click + Add New, then Connect next to Microsoft Teams.
- Sign in with your Microsoft work or school account.
You can also connect from Settings, then My Profile, under Video Conferencing.
Turn on Teams for a calendar
- Go to Calendar Settings and edit the calendar.
- Open the Meeting Details tab and scroll to Team Members.
- For each team member who has Teams connected, choose Microsoft Teams as where the meeting takes place.
- Click Save.
Links are created automatically on personal booking, round robin, collective and service calendars.
Using Teams with an event calendar
Event calendars cannot create a new link for each booking. Instead, create a meeting link in Teams, choose Custom as the meeting option in the calendar settings and paste the link. Everyone who books will get the same link.
Switch or remove your Teams account
- Go to Calendars, then Calendar Settings, then Connections, then Video Conferencing.
- Remove the current Teams connection or connect a different account.
- Check the meeting setting on any calendar that should keep creating Teams links.
If Teams disconnects and you reconnect it, upcoming appointments booked during the gap get their missing Teams links added automatically.
Want appointments on your Outlook calendar too?
Connect Outlook separately and set it as your linked calendar under Calendar Settings, then Connections.
Have a question about your own account? Submit a ticket and our team will follow up.
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