Connect your Setster account to Microsoft Teams and automate your conference meetings.
Integration requirements
- To enable virtual meetings on Microsoft Teams, follow these steps:
- Click the Settings tab.
- Navigate to Connections.
- Scroll down to Microsoft Teams and toggle on the option to activate it.
- Next, under Locations:
- Select Virtual.
- Enable Microsoft Teams Meetings.
- Connect your Setster calendar with Microsoft calendar:
- Log into your Setster Account.
- Go to SETTINGS >> Staff.
- Select a Provider to highlight it.
- Click the Edit button.
- Scroll down to the "Calendar Sync" area and click the grey button to activate the option.
Step 1 - Import
- Under "Import Calendar From" select Microsoft >> Setup.
- A pop up will appear.
- Sign into your Microsoft account.
- You will see a list of calendars (if you have several in your account), select the calendar(s) you wish to import from. It is recommended to select 1 or 2 calendars maximum.
- Click Save.
Once you have completed the above you can move on to the export area.
Step 2 - Export
- Under Export Calendar To select > Microsoft > Setup.
- A pop up will appear.
- Sign into your Microsoft account, select the calendar you wish to export to and click SAVE to confirm.
Final Steps
- Check the Export “Personal Time” calendar items to Microsoft as an optional add-on, this will send any personal time you have added in Setster to your Microsoft Calendar.
- Check the option to "Automatically remove canceled appointments" if you wish your cancelled appointments to automatically be removed from your Microsoft calendar.
- Hit the Sync Now button and be sure to save the employee in order for all changes to take effect
Once these steps are completed, Setster will automatically add your Microsoft Teams details to the confirmation email that the customer receives.
Notes:
*Only the confirmed appointments will be pushed to Microsoft. If the Setster appointment status is anything other than confirmed, it will not be sent to Microsoft.
**To prevent any discrepancies between your Setster and Microsoft calendar, please make sure you set the same timezone in both calendars.
For more info, please do get in touch.