How to Schedule with video conferencing on Calendly via Microsoft Teams

Authored by: Support.com Tech Pro Team

1. Introduction

How to Schedule with video conferencing on Calendly via Microsoft Teams

2. Schedule with video conferencing

Let your invitee choose how to meetFor one-on-one event types, you can connect multiple video conferencing platforms and let your invitee choose their preferred way to meet. 

Step 1: Connect your Teams account

• If you've connected your Office 365 calendar as your Add to calendar, Calendly will automatically detect the Teams account associated with your calendar. To complete Teams set up, skip to Step 2: Select Teams as your location.

• If you're not using your Office 365 calendar as an Add calendar, you can connect a Teams account with these steps:

1. Visit your Integrations page and select Microsoft Teams Conferencing.
   

1. Select Integrate Now.
2. Sign in to your Microsoft account.
3. Select Accept to let Calendly access your Teams account.
4. Once accepted, you'll be redirected to Calendly, and you'll see a pop-up confirming you've connected.

Step 2: Select Teams as your location

To schedule with Teams for a specific event type, follow the steps for the relevant event type:

• Personal event type (one-on-one or group)
• One-off meeting
• Team event type (collective or round robin)

To use Teams for a personal event:

1. From your Home page, select the event type you want to use Teams with.
   

1. Select What event is this?
   

1. 
   
2. From Location, select Teams.
   Tip: If you'd like to offer choices to your invitee, you can select add a location option. Your invitee can choose between meeting via Teams, Zoom, or a phone call, for example.  
   

1. Select Save & Close.

Repeat these steps for each event type you'd like to use Teams with.

To use Teams for a one-off meeting:

1. Follow the steps to set up a one-off meeting.
2. Under Location, select Microsoft Teams:
   

To use Teams for a team event type:

1. From your Home page, select the round-robin or collective event type you want to use Teams with.
   

1. Select Team Members & Location or Hosts & Location. 
   

1. For round-robin events:
   Select Teams as the location for the team members who'd like to schedule with Teams. Note: the team member must individually complete Step 1: Connect your Teams account before they can schedule with Teams. An admin or owner cannot connect on their behalf. 
   

1. For collective events:
   You can decide which account hosts the Teams session.
   1. Expand Notifications and Cancellation Policy. 
   2. Under Calendar Invitations, you'll see who is hosting under Sending from. If you'd like to change the user, select change.
   

1. 
   3. Select Save & Close.

Step 3: Meet with Teams

After your invitee books, you and your invitee will receive Teams details via confirmation email and calendar event.

If your invitee doesn't have a Teams account, they can choose to join the meeting by selecting Continue on this browser.