Microsoft Teams Integration

Auto-generate Microsoft Teams meeting links on bookings, manage multiple Teams accounts, and surface meeting details in messages.

Apptoto’s Microsoft Teams integration allows you to create Apptoto Booking Pages that automatically create Teams Meetings when clients book appointments with you.

Connect Microsoft Teams

1. Open Integrations: Navigate to Settings > Integrations > Meeting Integrations > Microsoft Teams.
2. Add a connection: Click Add Connection and sign in to your Microsoft Teams account when prompted.

Enabling Microsoft Teams Meetings on booking pages

1. Go to your booking page: Navigate to Booking Pages, select a page, and click Edit.
2. Open Appointment Types: Click the Appointment Types tab.
3. Enable Virtual Meetings: Under Virtual Meetings, toggle Create a virtual meeting automatically when clients book on. If you have multiple appointment types, edit each type individually to enable it per type.
4. Save: Click Save to save your changes.

Once you’ve enabled the Create Virtual Meeting feature for your booking pages, Apptoto will automatically create Microsoft Teams meeting links whenever someone books time with you through the associated Booking Page.

Multiple Microsoft Teams Accounts

Add additional accounts under Settings > Integrations > Meeting Integrations > Microsoft Teams.

Set a default using the radio button, or assign specific accounts per calendar under Settings > Calendars > Scheduling > Default Virtual Meeting Connection.

Using Microsoft Teams Fields in Messages

By default, Microsoft Teams invite details appear in the calendar event (note: clients will need to click “Add to Calendar” when they receive the initial message after booking). However, Apptoto won’t automatically include Microsoft Teams meeting information in your reminder messages or your appointment pages. To include them in reminder messages or Appointment Pages, use these fields:

Field	What it inserts
{{ event.join_meeting_link }}	The Teams meeting URL
{{ event.join_meeting_button }}	A clickable button (emails and Appointment Pages only)
{{ virtual_meeting.invite }}	Full Teams invite text including dial-in numbers

Use event.is_virtual_meeting as a condition in Auto Message rules to target only virtual appointments.

Note

{{ virtual_meeting.invite }} only works for appointments booked through Apptoto. The other fields work for any Teams meeting already on your calendar.

Automatic appointment updates and deletions

If an appointment time changes (in Apptoto or in the source calendar), the Teams meeting link updates automatically.

Showing Teams info on the Appointment Page

Appointment Pages are what users see when they click on the special Apptoto links sent in Auto Messages. To include Teams meeting details on your Appointment Page:

1. Go to Settings > Appointment Pages.
2. Edit the relevant page.
3. Check Include Virtual Meeting Information.
4. Click “Save Changes”.

Disconnect Microsoft Teams

Go to Settings > Virtual Meetings, find the connection, click Options, then Deactivate.