Connect Microsoft Teams to splose to automatically integrate Microsoft Teams Meetings for Telehealth appointments.
Only practitioners have access rights to perform this setup as they are directly responsible for managing their own calendars.
This guide will cover:
💡Note: Each practitioner needs an individual Microsoft account with a Business Basic, Business Standard, or Business Premium subscription to use this integration.
How to connect Microsoft Teams
Go to My Account, Integrations and click Connect under Microsoft Teams.
This process must be completed by the practitioner whose calendar will be linked since role-based access is enforced.
Sign in with your Microsoft account.
You will then be redirected back to splose. Microsoft Teams will be automatically connected!
If permission-related issues occur, check Microsoft admin settings to ensure necessary app and tenant permissions are enabled.
Add Microsoft Teams meetings through confirmations and reminders
Go to Settings, Appointment templates. We recommend duplicating your existing Appointment confirmation and Reminder and renaming it to Confirmation (Microsoft Teams) and Reminder (Microsoft Teams), so that you don't need to write your templates from scratch.
Update the content of your templates and make sure to add the Microsoft Teams link placeholder code under the Appointment button.
Repeat for the Email content.
Repeat this process for your reminder template.
Set up your services
Go to Settings, services, and create/edit your Telehealth service(s).
Under Telehealth, click Create meeting with Microsoft Teams.
Scroll to Appointment notifications and select the Microsoft Teams confirmation and reminder templates.
Creating Microsoft Teams meeting links
When you create an appointment from the calendar or a client creates a Telehealth appointment online, a Microsoft Teams meeting link will be created and sent to the client through your confirmations and reminders.
If you haven't set up automatic Microsoft Teams meetings in Service settings, you can create a Microsoft Teams Meeting from an existing appointment - just keep in mind you will need to send the Microsoft Teams meeting link to your clients manually.
Open up Microsoft Teams to see your splose Telehealth appointments.
Common Issues and Troubleshooting
Admin Access and Permissions
splose does not require administrative access to Microsoft Teams tenants. Errors regarding admin rights are usually related to settings in your Microsoft tenant or app permissions.
Verifying Necessary Permissions
Practitioners must ensure their Microsoft account has the necessary permissions enabled for app authorisation. Contact your IT admin if you encounter issues with app or subscription-level permissions.
