This guide covers how to connect Microsoft Teams to your splose account, set up your notification templates and services, create meeting links for appointments, and troubleshoot common issues.
Before You Begin
Each practitioner must have their own Microsoft account with a Business Basic, Business Standard, or Business Premium subscription. Personal Microsoft accounts are not supported.
Only practitioners can connect Microsoft Teams — this is enforced by Microsoft's role-based access. Practice managers and admin staff cannot complete this setup on a practitioner's behalf.
Set up Microsoft Teams
Connect Microsoft Teams
Each practitioner needs to connect their own Microsoft Teams account individually.
Go to My Account > Integrations.
Click Connect under Microsoft Teams.
Sign in with your Microsoft 365 business account.
You'll be redirected back to splose once the connection is confirmed.
Set up notification templates
Create Microsoft Teams-specific confirmation and reminder templates so clients receive their meeting link automatically.
Go to Settings > Appointment templates.
Duplicate your existing confirmation template and rename it — e.g. Confirmation (Microsoft Teams).
Edit the template and insert the Microsoft Teams meeting link placeholder in the content.
Repeat for your reminder template.
Configure your Telehealth services
Enable automatic Teams meeting creation on each Telehealth service.
Go to Settings > Services and open the relevant Telehealth service.
Under Telehealth, enable Create meeting with Microsoft Teams.
Scroll to Appointment notifications and select your Microsoft Teams confirmation and reminder templates.
Save the service.
Creating Microsoft Teams meeting links
Once your service and templates are configured, Teams links are created automatically.
When a practitioner or client books a Telehealth appointment using a Teams-enabled service, splose generates a Microsoft Teams meeting link and sends it to the client via your confirmation and reminder notifications.
If you haven't enabled automatic Teams meetings in your service settings, you can still create a link manually from an existing appointment. Keep in mind you'll need to send the meeting link to your client manually in this case.
To create a Microsoft Teams link manually:
Navigate to the Calendar tab.
Select the appointment you would like to add a Microsoft Teams link to.
In the sidepanel, click Create Microsoft Teams Meeting.
Things to Note
Teams meeting links are only generated for appointments booked under a Telehealth service with Create meeting with Microsoft Teams enabled. Face-to-face services will not generate links.
If a practitioner changes their Microsoft account or license, they'll need to disconnect and reconnect the integration for it to work correctly.
splose does not require Microsoft Teams tenant administrator access. Errors referencing admin rights are typically related to your Microsoft tenant settings or app permissions, not splose.
Common Issues and Troubleshooting
Missing Teams Links
Q: Why didn't a Teams link get created for my appointment?
A: Check that the appointment was booked using a Telehealth service with Create meeting with Microsoft Teams enabled. If the service is set up correctly, go to My Account > Integrations and confirm your Microsoft Teams account is connected. If you recently changed your Microsoft account or license, disconnect and reconnect the integration.
Q: I'm seeing an "object object" error when I click Create Teams link.
A: This is typically caused by a problem with the Teams integration setup. Go to My Account > Integrations, disconnect Microsoft Teams, and reconnect using your Microsoft 365 business account. Make sure you're signed in with the correct account — not a personal Microsoft account.
Q: The Teams link option has disappeared from my appointment.
A: Verify that the service is still configured as a Telehealth service with Create meeting with Microsoft Teams enabled under Settings > Services. If settings look correct, try deleting and rebooking the appointment to apply the updated configuration.
Permissions and account errors
Q: I'm seeing an "Approval Required" message during setup.
A: This is a Microsoft security process. Submit a justification through the prompt and ask your Microsoft 365 Global Administrator to approve the app permissions in the Microsoft Entra or Azure portal.
Q: I'm getting permissions-related errors.
A: Ask your Microsoft 365 Global Administrator to grant admin consent for the splose app in the Microsoft Entra or Azure portal.
Q: I'm seeing a "The host will let you in" message when joining a Teams call.
A: This usually means the account signed in to your browser doesn't match the Microsoft 365 account connected to splose. Sign out of other Microsoft accounts, reconnect the integration under My Account > Integrations, and ensure you're using the same business account across both.
Q: I connected the wrong Microsoft account. How do I fix it?
A: Go to My Account > Integrations, disconnect Microsoft Teams, then reconnect. Use an incognito window or sign out of other Microsoft accounts first to make sure the correct business account is selected during authorisation.
Browser and cache issues
Q: Could a browser issue be causing my Teams integration to fail?
A: Yes. Clear your browser cache and cookies and try again. In Chrome, go to Settings > Privacy and security > Clear browsing data, select All time, and clear cookies and cached files. You can also try an incognito window or a different browser to rule out caching issues.
Q: Multi-Factor Authentication (MFA) is enabled — could that be causing issues? A: MFA shouldn't prevent the integration from working, but if you're experiencing issues, log out of your Microsoft account and back in to confirm MFA is functioning correctly, then reconnect the integration in splose.