# Microsoft Teams

# Setting up and using Microsoft Teams

<span class="rvts20">There are two ways to use MS Teams with pickAtime</span>

### **<span class="rvts0"><span class="rvts57">Method 1: Enable MS Teams Integration (Auto-Generated Unique Links)</span></span>**

<span class="rvts20">Each appointment receives a unique MS Teams link that is automatically generated and sent to both parent and teacher. </span><span class="rvts21">Please ensure that Microsoft Teams is enabled for your organization's users; otherwise, virtual meetings won't be created.</span>

1. <span class="rvts21">Have your teachers sync their Outlook Calendar using the instructions [here](https://help.pickatime.com/books/pickatime-virtual-options/page/microsoft-outlook-calendar-sync).</span>
2. <span class="rvts21">Enable MS Teams</span>
3. <span class="rvts20">Go to [Settings / Online Scheduler Settings](https://help.pickatime.com/books/additional-event-features/chapter/scheduler-settings-pages)/ Advanced Settings.</span>
4. <span class="rvts20">Under Online Meeting Provider, select MS Teams.</span>
5. <span class="rvts21">Use Virtual Appointment Types</span>
6. <span class="rvts20">MS Teams links are only generated for appointments of type Virtual or Virtual/In-Person.</span>
7. <span class="rvts21">Email Configuration</span>
8. <span class="rvts20">Go to Settings / Notification Setup.</span>
9. <span class="rvts20">Check the Send confirmation email option.</span>
10. <span class="rvts20">Enable “Insert Printable Schedule as Body” to include the $(ROOM) macro (MS Teams link).</span>
11. <span class="rvts20">Optionally, you may need to change the virtual event column header to say MS Teams.</span>
12. <span class="rvts21">Customize Calendar Notifications</span>
13. <span class="rvts20">To edit the details of the notification that the </span><span class="rvts45">parent/participant</span><span class="rvts20"> receives in their calendar, go to the Settings / Notification Setup page. Select Calendar Event Notification, and then you can edit the Title (this is the header), the Description (the message in the calendar), and the Location\*. </span>
14. <span class="rvts20">To edit the details of the notification that the </span><span class="rvts45">teacher/provider receives </span><span class="rvts20">in their calendar, go to the Settings / Notification Setup page. Select the Resource Notification Email, and then you can edit the Subject and the Confirmation Email Body. </span>

![](https://pickatime.com/help/lib/NewItem%2083.png)

##### **<span class="rvts21">Notes</span>**

<span style="color: rgb(224, 62, 45);">***<span class="rvts20">You need to have a Microsoft Business Account and an MS Teams License for Teachers</span>***</span>

- <span class="rvts20">Teachers must have a Microsoft Business account and an active MS Teams license within their organization.</span>
- <span class="rvts20">To verify and activate the MS Teams license:</span>
1. <span class="rvts20">Sign in to </span>[https://admin.microsoft.com/](https://admin.microsoft.com/)<span class="rvts20">.</span>
2. <span class="rvts20">On the homepage, go to the Users section and select the teacher’s account.</span>
3. <span class="rvts20">Click More actions and choose Manage product licenses. </span>
4. <span class="rvts20">In the Licenses and Apps window, ensure the MS Teams app is checked under Apps.</span>
5. <span class="rvts20">If MS Teams is unchecked, activate it and click Save Changes.</span>


##### **<span class="rvts21">Additional Notes</span>**

- <span class="rvts20">Parents must log in to MS Teams to join meetings.</span>
- <span class="rvts20">For updating time zones, contact </span><support@pickatime.com><span class="rvts20"> to request a 'Force Update Appointments'.</span>
- <span class="rvts20">Until a real MS Teams link is generated, a placeholder 'pickAtime' link appears.</span>

### **Online Meetings Page<span class="rvts0"><span class="rvts57"> Guide</span></span>**

<span class="rvts20">This page helps Admins monitor the status of </span><span class="rvts20">MS Teams link generation and teacher calendar syncs. It’s essential to ensure that every virtual appointment is properly linked when using the MS Teams Integration.</span>

##### **<span class="rvts21">Sections on the Online Meeting Page</span>**

**<span class="rvts20">1. Online Meeting Sync</span>**

- <span class="rvts20">Shows appointments with still generating MS Teams links.</span>
- <span class="rvts20">Note: Link generation may take up to 40 minutes.</span>
- <span class="rvts20">The links will disappear from this section once the link is created and detected.</span>

[![image.png](https://help.pickatime.com/uploads/images/gallery/2026-08/scaled-1680-/4G7image.png)](https://help.pickatime.com/uploads/images/gallery/2026-08/4G7image.png)

[![image.png](https://help.pickatime.com/uploads/images/gallery/2026-08/scaled-1680-/O2nimage.png)](https://help.pickatime.com/uploads/images/gallery/2026-08/O2nimage.png)

**<span class="rvts20">2. Online Meeting Issues</span>**

- <span class="rvts20">This section lists teachers/resources that do not have meeting URLs.</span>
- <span class="rvts20">The system will provide the relevant meeting information. </span>

**<span class="rvts21">3. Calendar Link Setup Status</span>**

[![image.png](https://help.pickatime.com/uploads/images/gallery/2026-08/scaled-1680-/rmjimage.png)](https://help.pickatime.com/uploads/images/gallery/2026-08/rmjimage.png)

<span class="rvts21">This section will show you if the teacher has synced their account or not and offers you the option to log in as the teacher directly from this page.</span>

**<span class="rvts21">Export Setup</span>**

- <span class="rvts20">Checked when:</span>
    - <span class="rvts20">The teacher has synced the MS Calendar account on the Calendar Sync page in the Admin UI.</span>
    - <span class="rvts20">Selected a default calendar.</span>
    - <span class="rvts20">Clicked Save and Sync.</span>
- <span class="rvts20">Missing check = Teacher has **not** completed calendar sync.</span>

**<span class="rvts21">Import Setup</span>**

- <span class="rvts20">Checked if the teacher opted to </span><span class="rvts53">block off times in pickAtime from MS Calendar</span><span class="rvts20">.</span>
- **<span class="rvts45">Not recommended for teachers.</span>**

**<span class="rvts21">Important Admin Tips</span>**

- <span class="rvts20">Teachers must have a Resource assigned to their contact records and time slots with the appointment type virtual created to appear on this page.</span>
- <span class="rvts20">After enabling the Online Meeting Provider: MS Teams, always check the Online Meeting Links page (left-handed dashboard).</span>
    - <span class="rvts20">Use it to identify any missing URLs and verify teacher sync status.</span>
- <span class="rvts20">If links don’t generate after 40 minutes, confirm:</span>
    - <span class="rvts20">The teacher has completed sync (Export Setup is checked).</span>
    - <span class="rvts20">The appointment was created as Virtual or Virtual/In-Person.</span>

**<span class="rvts21">Still No Link?</span>**

<span class="rvts20">It might be due to:</span>

- <span class="rvts20">The time zone was recently changed</span>
- <span class="rvts20">There’s an error in the system</span>

<span class="rvts20">Contact: support@pickatime.com</span>

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# Microsoft Teams FAQs

##### **<span class="rvts29">Q: How much does the Teams integration cost?</span>**

<span class="rvts14">A: Nothing additional on pickAtime’s part, but the integration does require a paid Teams account. </span>

##### **<span class="rvts29">Q: Can multiple people receive the links?</span>**

<span class="rvts14">A: The links will be in the Printable PDF sent in the Confirmation/Reminder emails, and those only go to the appointment maker. However, those emails can be forwarded to whomever the appointment maker wishes. </span>

##### **<span class="rvts29">Q: How long does it take for the links to be generated?</span>**

<span class="rvts14">A: It can take 40 minutes for a new link to be generated and added to the reports.</span>

##### **<span class="rvts29">Q: Will teachers log in to pick a time to get the link to their virtual conference, or does it create a meeting with a link on their calendar?</span>**

<span class="rvts14">A: Teachers can sign into pickAtime to view their schedule and meeting links by navigating to Reports / Event Reports / Teachers Schedule. </span>

##### **<span class="rvts29">Q: Can I add my integration retroactively?</span>**

<span class="rvts14">A: Yes, you can do the integration after the event closes. Make sure that you alert parents so that they are aware, and the links will be included in the Printable PDF within the reminder email.</span>

##### **<span class="rvts29">Q: Can there be two virtual hosts?</span>**

<span class="rvts14">A: No, there can be only one host. </span>

##### **<span class="rvts29">Q: How do I change the host?</span>**

<span class="rvts14">A: For the team of teachers, the system will select the first teacher as the host/lead teacher, and the other teacher(s) and parents will then be guests. To change the 'lead' teacher, you would need to add(if they are not already a part of the team) the new lead and remove the other teacher(s) from the team. Then you will allow Google to update to that change (40 minutes) and then re-add the other team members.</span>

##### **<span class="rvts29">Q: Why aren’t my links appearing? I added a service and appointment fields, giving the parents their appointment choice.</span>**

<span class="rvts14">A: For the links to appear, the slots must be Virtual or Virtual/In-Person.</span><span class="rvts162"> Please update your slots to either the Virtual or the In-Person or Virtual option for your parents. To do this, on the Appointment Tab (Events Management), click on the Slots drop-down menu and click Update Slots. From there, you can update your Appointment Type for your slots. </span>

<span class="rvts14">To update the slots appointment type to virtual: </span>

<span class="rvts14">1. On the Settings/Admin View Settings tab, check the box 'Show the "Appointment type" dropdown.'</span>

<span class="rvts14">2. On the Appointments tab, select the date on the calendar, then click Slots&gt;Update Slots, select the slots appointment type virtual, and click Ok.</span>

<span class="rvts14">To remove the Services, </span><span class="rvts162">click the red Xs to the left of the Services.</span>

<span class="rvts162">To remove the Appointment Fields, click on the field in Appointment Fields and then click the right-hand arrowhead to remove the appointment fields.</span>

##### **<span class="rvts29">Q: The help center references a Virtual Room column on the Appointments tab. I don’t see it.</span>**

<span class="rvts14">A: Make sure that your event has either virtual or in-person/virtual appointment slots. If they do, then make sure that you haven’t accidentally activated the integration. </span>

<span class="rvts14">To update the Slots: </span><span class="rvts162">On the Appointment Tab (Events Management), click on the Slots drop-down menu and click Update Slots. From there, you can update your Appointment Type for your slots. </span>

<span class="rvts14">To update the slots appointment type to virtual: </span>

<span class="rvts14">1. On the Settings/Admin View Settings tab, check the box 'Show the "Appointment type" dropdown'.</span>

<span class="rvts14">2. On the Appointments tab, select the date on the calendar, then click Slots&gt;Update Slots, select the slots appointment type virtual, and click Ok.</span>

<span class="rvts14">To check that the integration isn’t activated:</span>

<span class="rvts14">Go to **Online Scheduler Settings, Advanced Settings**. The drop-down menu should be empty.</span>

##### **<span class="rvts29">Q: I added Virtual links to the Virtual Room column, and I don’t seem them appearing in the reports after someone books, and the links have disappeared.</span>**

<span class="rvts14">A: Please look at the Online Scheduler Settings, Advanced Settings. You will see that you have set up the Teams integration. </span>

<span class="rvts14">If you disable this, the links you created will appear. </span>

##### **<span class="rvts29">Q: I don’t want to use an integration or import my teachers’ Teams links. Can I add them manually?</span>**

<span class="rvts14">A: Yes, you could add meeting links directly on the Appointments tab in the list of teachers. Then, double-click in the Virtual Room column, and you can edit or paste the meeting link for the teacher. </span>

##### **<span class="rvts29">Q: Will teachers log in to pick a time to get the link to their virtual conference, or does it create a meeting with a link on their calendar?</span>**

<span class="rvts14">A: Teachers can sign into pickAtime to view their schedule and meeting links by navigating to Reports / Event Reports / Teachers Schedule. </span>

##### **<span class="rvts29">Q: Can I add the virtual link to the Calendar invites?</span>**

<span class="rvts14">A: Yes, before opening the event, navigate to Event Management, Settings, Notification Setup, Calendar Event Notification. Click on Insert Macros, and under the Appointment section, add the Room macro to the Description section of the notification. </span>

##### **<span class="rvts29">Q: Do my teachers have to sync their Outlook calendars?</span>**

<span class="rvts14">A: Yes, teachers have to sync their Outlook calendar to use the Microsoft Teams option.</span>

##### **<span class="rvts29">Q: I have a User who can’t get into the pickAtime system from Entra ID.</span>**

<span class="rvts14">A: Check that they are in both the pickAtime and Entra databases</span>

##### **<span class="rvts29">Q: I created my event with in-person slots, but now my virtual links are not appearing. How can I fix this?</span>**

<span class="rvts14">A: Virtual Links will only appear if the Virtual or In-Person/Virtual slots are selected. To update the Slots:</span>

<span class="rvts162">On the Appointment Tab (Events Management), click on the Slots drop-down menu and click Update Slots. From there, you can update your Appointment Type for your slots. </span>

<span class="rvts14">To update the slots appointment type to virtual: </span>

<span class="rvts14">1. On the Settings/Admin View Settings tab, check the box 'Show the "Appointment type" dropdown.'</span>

<span class="rvts14">2. On the Appointments tab, select the date on the calendar, then click Slots&gt;Update Slots, select the slots appointment type virtual, and click Ok.</span>

<span class="rvts14">To check that the integration isn’t activated:</span>

<span class="rvts14">Go to **Online Scheduler Settings, Advanced Settings**. The drop-down menu should be empty.</span>

##### **<span class="rvts29">Q: Once I add my virtual links/ virtual integration to my event, do I need to do anything to my emails to ensure that our parents receive the information?</span>**

<span class="rvts14">A: Ensure that you have the Printable Schedule of Appointments activated on your Confirmation and Reminder emails within the </span>[Notification Setup page](https://pickatime.com/help/NotificationSetupPage.html)<span class="rvts14">. To confirm that this setting is activated, go to Events Management/Settings/Notification Setup. You can then check the </span><span class="rvts162">Replace the Email Body with the Printable Schedule of Appointments</span><span class="rvts14"> option within the Confirmation and Reminder emails. The Printable Schedule of Appointments has the needed macro and formatting for your virtual URLs.</span>

##### **<span class="rvts29">Q: When I sync my calendar, do I have to allow all of the permissions?</span>**

<span class="rvts14">A: Yes, to sync your calendar to utilize the Teams Integration, you have to accept all permissions and select which of the Microsoft Calendars you want to connect to.</span>

# Microsoft Outlook Calendar Sync

##### **<span class="rvts21">Setup Steps</span>**

1. <span class="rvts21">Sync Calendar with Outlook. </span><span class="rvts20">Teachers manually sync via the Calendar Sync page in the pickAtime Admin UI. To sync your MS Calendar, do the following:</span>
2. <span class="rvts20">Go to the Calendar Sync and click the ‘Sign in to </span>[Outlook.com](http://outlook.com/)<span class="rvts20">’ button.</span>![](https://pickatime.com/help/lib/NewItem%2086.png)
3. <span class="rvts20">Accept the permissions for Outlook</span>
4. ![](https://pickatime.com/help/lib/NewItem%2085.png)
5. <span class="rvts20">Select your calendar and click</span>![](https://pickatime.com/help/lib/NewItem%2084.png)

### **<span class="rvts0"><span class="rvts57">Frequently Asked Questions</span></span>**

<span class="rvts20">Here are some of the more common FAQ’s:</span>

##### **<span class="rvts50">Q. What is the Reset and Re-Export Button?</span>**

<span class="rvts20">A. The "Reset and Re-export" option just means that all appointments will be re-exported to the user's primary calendar. Usually, pickAtime exports new appointments and updates calendar events for appointments that have been changed since the "Last Synchronization" date.</span>

##### **<span class="rvts50">Q. What is the Save and Sync Button?</span>**

<span class="rvts20">A. The "Save and sync" option performs two actions: importing events from the selected calendar and exporting appointments to the primary calendar. If the "block off time in pickAtime from Google Calendar" option is enabled, then pickAtime will automatically import events from the selected calendar every 15 minutes.</span>

##### **Q. Why does my appointment time in Outlook Calendar look different than my confirmation email?**

This usually happens due to a time zone mismatch.

If an event is created in a different time zone than your local setting, calendar providers like Google or Outlook will automatically adjust the time to match your location. For example, an appointment scheduled for 9:00 AM Central Time will appear as 10:00 AM if your calendar is set to Eastern Time.  
If you notice that all appointments for an event are off by an hour, you, as an admin, can fix this by updating the event’s time zone:

1. Log in to the Admin UI
2. Go to Events &gt; Preview
3. Locate your event and check the Time Zone column
4. Select the correct local time zone (e.g., Eastern Time) from the dropdown

To update existing appointments to the correct time zone, do the following in the Admin UI:

1. Navigate to the Appointments List page.
2. Check the All appointments box.
3. Select the relevant event from the drop-down menu and click Search.
4. Locate your appointment on the right-hand side and select it.
5. Click Send Email &gt; Send email to selected.
6. In the pop-up, choose Send reminder email and click OK.

Once the time zone is set, the reminder emails (which include a calendar attachment) will reflect the updated time. Calendar entries will automatically sync and display the correct time for users.