Calendly + Microsoft Teams Conferencing

In this article, we will be going over how to integrate Microsoft Teams Conferencing with your Calendly event types so Calendly will automatically add Teams meeting links to your new scheduled meetings. 

Before you begin

You will need to have a Microsoft 365 Business or Office 365 Education account in order to integrate Microsoft Teams Conferencing with your Calendly event types.

How to connect your Microsoft Teams Conferencing account

1. Log into Calendly and navigate to your Integrations page.
   

2. Select Microsoft Teams Conferencing.

3. Follow the instructions to sign into your Microsoft Teams account, then select Next.

4. To give Calendly permission to exchange information with your Microsoft Teams account, select Yes.

   • Note: we need this permission to complete the integration; you can later revoke those permissions at from Microsoft Teams settings.

How to set Microsoft Teams Conferencing as a location for an individual or shared event type 

1. From the Event types page, select the event you wish to edit.

2. In the Location section, select Microsoft Teams Conferencing.
   
   

3. Select Save changes.

How to set Microsoft Teams Conferencing as a location for a team event type

1. From your Team page, select the event you wish to edit.
2. Expand the Event details section.
3. Under Location select Microsoft Teams Conferencing
   
   • For Collective event types: Set one location for the event type.
   • For Round robin event types: Set the location by individual host or set the same location for all.
4. Select Save and close.

How to change which Teams account is connected.

To change your Teams account integration:

1. Disconnect the current Teams integration from your Integrations page.
2. Once disconnected, there are two options:
   • Clear your browser cache & cookies.
   • Open an incognito browser window and log into to your Calendly account there.
3. After you have cleared your cache & cookies or logged into Calendly within an incognito window, navigate to your integrations page to connect the new video conferencing account.
4. Once the correct Teams account has been connected, schedule a test event to ensure a new link is generated! 

NOTE: If you are needing to change the Teams link for an event that has already been scheduled, you will need to reschedule that event for the same date/time with the new Teams account integrated.

How your invitees can join your Microsoft Teams conference

When your invitees click on the link to join your conference, they can choose to download the Microsoft Teams application if they meet with you frequently. Guests and other invitees who need to immediately join your conference can click on Continue on this browser.