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Using the Teem Microsoft Outlook Add-in (Desktop)

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Using the Teem Microsoft Outlook Add-in (Desktop)

Learn how to use the Teem Microsoft Outlook Add-in when booking from Microsoft Outlook.

With Teem’s Outlook Add-in, you have the ability to filter spaces by time, location, seating capacity, and amenities while booking from your Outlook calendar. You can also request meeting services without leaving Outlook when you book.

Once the Teem Outlook Add-in has been installed, open your Outlook calendar and follow these steps to use the Teem Outlook Add-in. 

Launch and Default Settings

  1. Start at your Outlook calendar and create a new event.
  2. Click the Teem icon in your toolbar to launch the add-in. 
  3. The add-in will appear on the right-hand side of the pane. Sign in using your Teem credentials. If you are using our Office 365 SSO, Google SSO, or SAML login options, those buttons will be accessible below the username and password fields. Once you’ve successfully signed in. You’ll be prompted to authorize the Teem Outlook Add-in to access resources. Please select the Authorize option.
  4. The next screen will ask you to set your Default Location. These are the floors and rooms you most commonly use. Our add-in will restrict the search results to these spaces by default.

After you have launched and set defaults for the Outlook Add-in, you’re ready to book meetings.

Book a Space

After you have launched and set defaults for the Outlook Add-in, you’re ready to book meetings.

  1. Access your Outlook calendar and create a new event.
  2. Launch the Teem Outlook Add-in by clicking the Teem icon in the toolbar.
  3. Teem will display the available resources for the time frame specified in the appointment window.
  4. Select the space that meets your meeting needs, then click Add to Event, and the space name will be populated in the location field of your meeting creation screen.
  5. If you’d like to utilize additional filters to find spaces that better fit your needs, you can click the filter icon near the top of the pane. This will allow you to adjust your default location (My Office), add a room capacity filter, and also sort by room amenities like an Apple TV or a projector.

Add a Meeting Service

Meeting Services allow you to request services for your meeting when using the add-in to book a space and include things like catering or a specific tech setup. Admins can also add custom categories for unique meeting service requests that your organization supports. The following steps show how to use Meeting Services when booking a meeting with the Teem Outlook Add-in.

  1. Access your Outlook calendar and create a new event.
  2. Launch the Teem Add-in by clicking the Teem icon in the toolbar.
  3. Add attendees, and select a space for your meeting as you normally would.
  4. Then, click the Services tab in the Teem add-in to access the services available for the space selected.
  5. Keep in mind that an Admin can restrict Meeting Services by location, so not every service may be available for the space you select.
  6. Next, click a service to see more details or add any specific service request instructions.
  7. Finally, click Done to add the meeting service to your event.
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