Connecting Outlook and Teams to graph8 Scheduler

Overview

The Outlook Calendar & Microsoft Teams integration with graph8 Appointments allows you to automatically sync your events and generate links for scheduled meetings. This ensures all your appointments are tracked, linked with conferencing details, and easily accessible by both hosts and attendees.

Prerequisites

  • An active graph8 account with the Appointments feature enabled

  • A work/school Outlook account

  • Admin permissions if managing team integrations

Connecting Outlook Calendar Step-by-Step Installation Guide

1. Access Appointments in graph8

  • Log in to your graph8 account

  • Navigate to the Appointments section from the main menu under Pipeline

  • Click on Apps from the left navigation

2. Open the App Store

  • In the Appointments dashboard, click on Apps in the left sidebar

  • Select App Store from the Apps menu

3. Install Outlook Calendar

  1. Search for "Outlook Calendar" or locate it in the conferencing section

  2. Click on the Outlook Calendar app tile

  3. Click the Install App button

4. Grant Permissions

  • You’ll be redirected to a Outlook permissions screen

  • Select your Outlook account

  • Grant Schedule the required permissions:

    • View and edit events on all calendars

    • See and download calendars you can access

  • Click Allow to authorize

5. Confirm Calendar Sync

  • After allowing permissions, you’ll be redirected back to graph8

  • You should now see your calendar listed

  • Toggle on the calendars you'd like to sync

  • Choose which calendar to create events on by default

Connecting Microsoft Teams

  • Go back to the App Store

  • Search for or click on Microsoft 365/Teams (Requires work/school account)

  • Click Install App

  • Grant permissions when prompted (uses same Microsoft account as calendar)

New User Setup via Onboarding Flow

If you’re creating a new graph8 account:

You’ll go through a 4-step setup wizard

Step 1: Set up your Basic Information (Username, Full Name and TimeZone)

Step 2: Connect your Calendar

  • Choose Outlook Calendar

  • Authorize permissions as shown below

Step 3: Connect your Video App

  • Select Microsoft Teams

  • Confirm permissions

Step 4: Add your Profile Photo and About Page

Consent and admin approval

To connect your Outlook calendar or Microsoft Teams, your IT admin might need to approve it first. If you see a message about permissions or consent, please contact your IT department and ask them to grant access in Microsoft. For more technical details, you can refer to Microsoft's support articles on Azure Active Directory consent.:

Usage

Creating Appointments with Outlook Calendar & Microsoft Teams

  1. Go to Event Types in Appointments

  2. Create or edit an event type

  3. Under Location, select Microsoft Teams

  4. Set event title, duration, description, and scheduling URL

  5. Save the event

graph8 will:

  • Add the event to your connected Outlook Calendar

  • Include conferencing info in the invite

Troubleshooting

Outlook/Teams Not Appearing in App Store

  • Refresh the App Store

  • Ensure your graph8 account has the Appointments feature enabled

  • Contact support@graph8.com if issues persist

Authorization Issues

  • Make sure you're logged into the correct Microsoft account

  • Clear your browser cache and retry

  • Ensure you have permission to grant calendar/conferencing access

About Security & Privacy

Graph8’s scheduler uses the Outlook Calendar Free/Busy API to retrieve availability information. This means that we only access data on whether you are free or busy at a given time – no specific event details, titles, locations, or any other personal information is accessed or stored.

We never store your password.

All connections are handled through Outlook’s secure login page.

We only get access to your calendar availability (busy/free times and meeting events).

You can disconnect access at any time from your account settings or from your Microsoft security panel.

No one in our team can see your personal calendar details.

We take compliance and security very seriously. For more information on our privacy & security practices, please visit: https://graph8.com/privacy-policy/

Disconnecting Calendar or Conferencing Tool

  1. Go to Appointments > Apps> Installed Apps

  2. From Calendar remove desired Calendar

  3. From Conferencing remove desired conferencing tool

Support

  • graph8 Support: Use the in-app chat or email support@graph8.com

  • Google Support: Visit the Google Calendar Help Center