This page explains how customers using the Outlook Calendar linking feature prepare a "meeting room for appointments" to create appointments (external meeting).

 

Meeting room for appointments

Customers selected "Create reservation on Outlook calendar" as meeting reservation method

When creating an appointment on Outlook calendar, you must select a meeting room that has been imported into WorkstyleOS.

If you do not select a meeting room, created appointment information will not be sync with WorkstyleOS.

 

Customers selected "Create reservation on WorkstyleOS" as meeting reservation method

When creating an appointment on WorkstyleOS, you must select a meeting room.

 

Meeting room for appointments

If you have appointments that do not need a meeting room, you must prepare an alternative meeting room to select when creating the appointment.

　e.g., meeting in a public space, etc.

 

Below are instructions on how to set up a meeting room for appointments.

💡 Note
The following steps are not required for customers who do not have "appointments without using a meeting room".

 

How to prepare a meeting room for appointments

There are two methods to set up a meeting room for appointments.

	Description
A	<Recommend> Create one room that is allowed conflicts.
B	Create as many meeting rooms as you need.

 

We would recommend method A for the customers selected "Create reservation on Outlook calendar" as meeting reservation method.

 

If you choose method A, you don't need to select a meeting room when creating an appointment.

Meeting room is automatically selected when the [ Register Appointment ] button is clicked in ACALL add-in.

💡 Note
If there are multiple meeting rooms that are allowed conflicts, the meeting room created first will be automatically selected.

 

Each method has different way to set up a meeting room for appointments and how to create an appointment.

Please select one or the other according to your needs as explained below.

 

 

How to prepare a meeting room for appointments

Method A: Create one room that is allowed conflicts.

1. Create one meeting room for appointments on Microsoft 365.

2. Allow the created meeting room to conflict.

3. Import the meeting room into WorkstyleOS　※ Needs to be done by Global admin

4. Allow the imported meeting room to conflict on WorkstyleOS.

 

Please refer to "Allow conflict appointments" for the step 2 and 4 to allow conflict appointments.

 

Method B: Create as many meeting rooms as you need

1. Create multiple meeting rooms for appointments on Microsoft 365

2. Import the meeting rooms into WorkstyleOS　※ Needs to be done by Global admin

 

 

How to create appointments

Customers selected "Create reservation on Outlook calendar" as meeting reservation method

The overall process of creating appointments is the same for both Methods A and B.

 

1. Open create appointment screen on Outlook Calendar

2. Select a meeting room for appointments

3. Enter guest information on ACALL add-in and click [Register Appointment] button.

4. Save

 

In Method A, meeting room is automatically selected when [Register Appointment] button is clicked in step 3, so there is no need to select a meeting room in step 2.

 

Customers selected "Create reservation on WorkstyleOS" as meeting reservation method

In the case of Method A, meeting room for appointments will not be displayed on the "Reservation" screen on WorkstyleOS Portal.

Create a reservation via [ + Add New ] in the upper right corner of the screen.

 

In Method A, reservation information is not displayed on the "Reservations" screen on WorkstyleOS Portal.

Please check the information on "Guest Check-in" screen or "My Page".

 

 

In the case of Method B, select one of the available meeting rooms for appointments on "Reservations" screen on WorkstyleOS Portal and make an appointment.

 

 

Allow conflicts

Settings on Microsoft 365

Open meeting room screen in Exchange Admin Center, click [Delegation] tab and click [Edit] under Read and Manage (Full Access).

 

Click [+ Add Member].

 

Select the currently operating user and click Save.

 

Click [Confirm].

 

 "Access Permissions Added" will be displayed.

 

Next, open Outlook calendar and click [Open another mailbox] on the top right corner.

 

Opens a meeting room which has delegate setting.

💡 Note
If an error occurs and the meeting room schedule is not displayed, please check back after some time.
It may take time for the delegate settings to reflect.

 

Once the meeting room schedule is displayed, click on the gear icon on the upper right corner and click "Show All Outlook Settings".

 

Set up and save as follows in [Calendar] > [Resource scheduling].

Item	Value
Allow Conflicts	ON
Allow up to this number of individual conflicts	1000
Allow up to this percentage of individual conflicts	100

💡 Ref： Microsoft 365 document: Create and manage room mailboxes - Change resource scheduling settings

 

Setup on Microsoft 365 is complete.

 

Settings on WorkstyleOS

Open the edit screen of the imported workspace and turn ON "Available Concurrently" toggle.

💡 Note
Workspaces with "Available Concurrently" toggle ON will not be displayed on "Reservation" screen on WorkstyleOS Portal.
You can check guest information on "Guest Check-in" screen and "My Page".

 

It may take up to 24 hours for the meeting room for appointments to be available.

Please allow extra time.

 

Creating meeting room for appointments for Outlook is complete.

 

💡 Outlook Calendar linking setup guides
All customers
　1. Link WorkstyleOS and Outlook Calendar
　2. Connect Workers with Outlook Calendar
　3. Import Meeting Rooms and Equipment from Outlook
Customers make reservations on Outlook
　4. Create Meeting Room for Appointments on Outlook (This article)