# 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 / UI Setup](https://help.pickatime.com/books/additional-event-features/chapter/ui-setup-page) / 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/2026-05/scaled-1680-/5Xoimage.png)](https://help.pickatime.com/uploads/images/gallery/2026-05/5Xoimage.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 give the relevant meeting information. </span>

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

[![image.png](https://help.pickatime.com/uploads/images/gallery/2026-05/scaled-1680-/X0pimage.png)](https://help.pickatime.com/uploads/images/gallery/2026-05/X0pimage.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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