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Choose your email address from the dropdown menu labeled “Select Calendar From Account”. From this page, you can also determine the following:

  1. Uploading - select this box if you wish to upload (sync) appointments from TimeTap to Office 365

  2. Reasons Uploaded - if you opt to upload, select the reasons (services, classes, and courses) that you wish to sync to your Office 365 calendar here

  3. Uploaded Event Title - for the uploaded appointments, this field captures the information that should be listed in the title (you can use email tags here if helpful). If nothing is entered, the default title will be put in place, which includes the client name, phone number, and reason type

  4. Uploaded Event Location - this field captures the information that will appear in uploaded appointments event details for “location”. If nothing is entered, the default information will be put in place, which will show as the name of the location booked in TimeTap

  5. Uploaded Event Description - this field captures the information that shows the details of the event when opened from Office 365. If nothing is entered, the default information will be in place, which includes the client’s details and any custom custom fields created for the account

  6. Downloading - select this option if you want to sync the appointments from your Office 365 calendar to your TimeTap calendar. Selecting this option will ensure that if an event is on the Office 365 calendar and marked as “busy”, your availability in TimeTap will be updated so that no one can book you during this time

  7. Downloading details - select this option to allow TimeTap to retrieve the event name and description of the events in your Office 365 calendar. If there are classified or sensitive events on your Office 365 calendar, TimeTap can either show or hide the details depending on the selection made in this field. If you opt not to download details, the event can still be synced to the TimeTap calendar, but no details will show

Once all necessary changes have been made, click the green button labeled “Save New Sync Details” at the bottom of the box.

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From here, you’ll be prompted to enter some information in order to insert the link.

  1. URL - in this field, you can add the tag %APPT_VIRTUAL_ROOM_URL%. Even though it isn’t a URL now, it will become one when the email is sent.

  2. Text to Display - by default, this field will be populated by the information entered in the URL field. You can leave it as is or enter something the client will read to indicate what the link is.

  3. Title - this field is optional, and any text entered here will appear when a mouse hovers over the link.

  4. Target - choose New Page or Same Page, depending on whether you want the link to open in a new page/tab or in the current webpage.

Click OK, and your link is all set in the template.

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After completing all of the above steps, from syncing to setting up the location and template, we recommend booking a test appointment just to make sure it’s working as expected. To do this, you’ll just need to create an appointment for a staff member who has set up the Office 365 with Teams sync at the Virtual Location. You should see this appointment sync to the Office calendar, complete with the Teams link.

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Known Limitation with the Team Integration

While in its beta testing phase, the Team integration is currently only able to generate meeting links for service-based appointments.

When the Teams integration is used with classes or courses, individual meeting links will still be generated for each individual client’s appointments instead of one link being generated for the whole session.

Because of this current limitation, we do not recommend using the Team integration if your account uses classes or courses while this integration is still in beta. This behavior will be resolved once this integration is fully released in its final form.