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Integrating Microsoft 365

Learn how to integrate Microsoft 365 to sync appointments, avoid double-bookings, and set up Microsoft Teams for telehealth sessions.

Simon Taylor avatar
Written by Simon Taylor
Updated over 3 weeks ago

Integrating Microsoft 365 with Rehab Guru allows you to sync your Outlook calendar, prevent double bookings, and use Microsoft Teams for telehealth appointments. Here’s a step-by-step guide to help you set up and use the integration.

⚠️ Important: Supported Microsoft Account Types

The Rehab Guru Microsoft 365 integration works only with Microsoft 365 Business or School (Work) accounts that include Outlook and Microsoft Teams.

Personal Microsoft accounts (e.g. @outlook.com, @hotmail.com, or Microsoft 365 Personal/Family licences) are not supported because they don’t allow calendar access via Microsoft Graph, which powers this integration.

Supported accounts include:

  • Microsoft 365 Business Basic, Standard, Premium

  • Microsoft 365 Enterprise (E1–E5)

  • Microsoft 365 for Education (A1–A5)

🔍 Not sure which account you have?

💡 Need help upgrading? Microsoft 365 Business Basic starts from £4.60/user/month (annual) and includes everything you need for this integration.

Step 1: Connecting Microsoft 365 to Rehab Guru

  • Navigate to Integrations:

  • Go to Account > Integration in your Rehab Guru dashboard.

  • Connect Microsoft 365:

  • Locate the Microsoft 365 option in the integrations list and click Connect.

  • Log in with your Microsoft account credentials and authorise access.

  • Confirm Connection:

  • Once connected, Rehab Guru will show that your Microsoft 365 account is active, with an option to Disconnect if needed in the future.

Connecting Microsoft 365 to Rehab Guru.

Step 2: Setting up Appointment Types with Microsoft Teams and Calendar Sync

  • Navigate to Appointment Types:

  • Go to Account > Appointments to view your existing appointment types.

  • Create or Edit Appointment Type:

  • Click New Appointment Type or select an existing one by clicking the Actions button (three dots) and choosing Edit.

  • Enable Microsoft Teams and Calendar Sync:

  • In the Meeting Type drop-down, you’ll now see Microsoft Teams as an option for telehealth appointments.

  • Under Connected Calendars, toggle Sync with Outlook Calendar and enable De-conflict Appointments to avoid double-bookings.

  • Save Appointment Type:

  • Complete the other fields and click Add or Save.

Step 3: Viewing synced Appointments in the Diary

  • Navigate to Diary Page:

  • Go to the Diary page in Rehab Guru.

  • Toggle Microsoft 365 Calendar Entries:

  • At the top right, click the Microsoft 365 icon to view or hide synced entries.

  • Toggle as needed to display your synced Outlook calendar items.

Step 4: Booking Conflict-free Appointments

  • Book an Appointment:

  • Select the appointment type as usual in the Diary or Clients page.

  • Conflict-Free Scheduling:

  • If De-conflict Appointments is enabled, only available times will be shown, accounting for any conflicts with your Outlook calendar.

By following these steps, you can successfully integrate, sync, and manage your Microsoft 365 calendar within Rehab Guru, making it easy to organise appointments, avoid conflicts, and conduct telehealth sessions through Microsoft Teams.

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