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Microsoft Teams Integration in Amelia WordPress Booking Plugin

These days, online meetings are a regular part of our routines. With Microsoft Teams integration, you can easily set up and run virtual meetings with audio, chat, and video calls, making collaboration simple and efficient.

Please note: Amelia currently supports connections with personal Microsoft accounts; however, Microsoft Teams online meetings are not available for personal accounts. To take full advantage of the Microsoft Teams integration, a Microsoft 365 Business or Office 365 Education account is required for seamless functionality.

Configuring Microsoft Teams Integration

To set up and use Microsoft Teams for scheduling and managing online meetings, you first need to enable Outlook Calendar synchronization and connect your employees to their Outlook accounts. You can find detailed instructions on how to configure Outlook Calendar in our documentation here: Configuring Outlook Calendar.

After configuring your Outlook Calendar settings, you’ll need to connect your employees to their Outlook calendars so that appointments can be scheduled as events in Outlook. To do this, navigate to the Employees page and select an employee to open their profile for editing. Within the employee profile, you’ll find an option to link their Outlook Calendar.

Outlook Connect button for linking an employee's Outlook Calendar in Amelia.

Click on the “Sign in with Outlook” option, and you will be redirected to choose an Outlook account and connect it. Once the account is connected, you will be redirected back to the profile, where you can click “Save” to save the changes.

Now, navigate to the Settings page, open the Integration Settings, and in the Outlook Calendar section, enable the “Microsoft Teams” option, then click “Save”.

Microsoft Teams option enabled in the Outlook Calendar integration settings in Amelia.

By default, the Microsoft Teams option is enabled for all services in Amelia. However, you have the flexibility to enable or disable this feature for each service individually. To do so, simply navigate to the Amelia > Services > Settings page, where you can customize the setting according to your preferences for each specific service.

Now you are ready to use Microsoft Teams for your online appointments. Each time a new appointment is created, it will be added to the employee’s Outlook calendar. If you enable the “Add Event’s Attendees” option in Amelia, your customers will automatically receive an invitation from Outlook Calendar to add the appointment to their calendars. Inside the event, the blue Microsoft Teams button will appear, allowing both the employee and customer to join the meeting.

Blue Microsoft Teams button inside the event on Outlook Calendar for joining the meeting.

In addition to the previously mentioned method, you can also add placeholders in the notification templates for more flexibility:

  • For services: %microsoft_teams_url%
  • For events: %microsoft_teams_url_date% and %microsoft_teams_url_date_time%

These placeholders will automatically insert the appropriate Microsoft Teams meeting link, tailored to the specific service or event.