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 event type 

1. From the Home page, select the event you want to edit.

2. In the Event Details section, select Microsoft Teams Conferencing as the Location.

   Beta

   We've improved availability management and the event type editor, now in public beta for select users. If you're in the beta, check out this article to learn more.

   For users in the beta, you can access your location settings by selecting the event type you wish to edit from the Event Types tab on your Home page, and then expanding the Location section. From there, select Microsoft Teams from the drop-down menu, and select Save changes. 

   

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

1. At the right top of the Home page, select the All teams view.

2. Click the event type.

3. Expand the Hosts & Invitees section.

4. Under Location select Microsoft Teams Conferencing.

   • If you're setting up a round robin event, select Microsoft Teams Conferencing as the location for each team member.

5. Click Save & Close.

How to change which Teams account is connected.

When you are needing to change your Teams account integration, these steps are recommended:

1. Disconnect the current Teams integration from your Integrations page.
2. Once disconnected, there are two options:
   1. Clear your browser cache & cookies.
   2. Open an incognito browser window and log into to your Calendly account there.
3. After you have cleared your cache & cookies/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, we recommend scheduling a test event to ensure the 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.