Microsoft 365 Calendar
In-Chat Appointment Booking

What is the O365 Calendar Booking module?

The O365 Calendar Booking module integrates directly with Microsoft 365 to enable in-chat appointment booking. Visitors can browse available time slots by day, select a slot, and confirm their booking - all within the chat widget. The module creates a calendar event and optionally generates a Microsoft Teams meeting link, sending invites to all parties automatically.

All Microsoft 365 API credentials and calendar configuration are stored securely server-side. The visitor's browser never sees tokens, calendar IDs, or API keys.

How it works

1. An availability pre-check is performed server-side to confirm the visitor does not already have an upcoming booking
2. Visitor details (name, email, optional phone) are collected conversationally - skipped if already captured earlier in the workflow
3. Available time slots for the current day are fetched from Microsoft 365 and presented as buttons
4. The visitor browses slots using Next Day / Previous Day navigation buttons and selects a time
5. The booking is created server-side via the Microsoft 365 API
6. A confirmation message is shown including an optional Microsoft Teams meeting join link
7. The workflow routes to the if_success step on booking, if_already_booked if they have an existing booking, or if_failure on error

Configuration options

• booking_days_ahead - How many future days to show availability for (1-90, default 14)
• booking_capture_name / booking_capture_phone - Whether to collect these fields (skipped if already captured)
• booking_intro_message - Message shown before slot selection begins
• booking_slot_prompt - Prompt shown above the slot buttons (supports %day_label% placeholder)
• booking_confirm_message - Confirmation message after successful booking (supports response placeholders)
• booking_no_slots_message - Shown when a day has no free slots
• booking_teams_success_message - Override the default Teams meeting link message
• if_success / if_failure / if_already_booked - Branch routing steps
• success_message / error_message - Status messages

Microsoft Teams support

When your Microsoft 365 integration is configured to create Teams meetings, the booking module automatically creates an online Teams meeting alongside the calendar event. The join URL is included in the confirmation message and the calendar invite. Visitors can join the meeting directly from the chat confirmation.

Duplicate booking prevention

The module performs a pre-check before showing slot selection to detect if the visitor already has an upcoming booking. If they do, the workflow routes directly to the if_already_booked step with a configurable message, preventing double-bookings without requiring any manual intervention.

When to use O365 Calendar Booking

• Sales teams - let prospects book demos or discovery calls without leaving the website
• Support teams - book callback appointments or screen-sharing sessions
• Professional services - consultations, assessments, onboarding calls
• Any business that uses Microsoft 365 and wants to reduce friction in the booking process