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Virtual Appointments in Microsoft Teams

Build deeper relationships with customers and clients with Virtual Appointments in Teams. Or use advanced Virtual Appointments with Teams Premium.

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Transform business-to-consumer meetings

Enable frictionless customer experiences, streamlined management, and rich analytics to measure business outcomes with Virtual Appointments.

Simplify the customer experience

Send external attendees text reminders and use a customized​ lobby that they can enter with a mobile device.

Streamline appointment management

Set up and manage scheduled and on-demand virtual appointments in one location.

Measure rich analytics

View usage trends and history for wait times and no-shows to measure business value and improve customer experiences.

Examples of Teams Virtual Appointments by role

Learn how schedulers, facilitators, and attendees use Virtual Appointments.

  • A person sitting at their desk using Outlook on their laptop.

    Scheduler experience

    See how a scheduler uses Teams Virtual Appointments for business-to-consumer meetings with clients.

    Insights dashboard with a what’s new tab for a user in Virtual Appointments in Teams.

    Get insights into your team’s week

    Amanda is a scheduler on the team. Her Virtual Appointment home screen gives her insight into her team’s week with a queue view and analytics.

    A virtual appointments calendar showing many users’ availability in Teams.

    Create a new appointment

    Amanda sees her team’s schedule, powered by Microsoft Bookings, and creates a new appointment by selecting “New Booking.”

    A personalized confirmation message being edited and set up in Virtual Appointments in Teams.

    Set a personalized confirmation message

    Amanda selects the team member who will facilitate the appointment and sets up a personalized confirmation message, a text reminder, and a form to collect information.

    The statuses and wait times of scheduled and on-demand appointments being prioritized in Teams.

    Coordinate status and wait times

    Amanda coordinates the statuses and wait times of scheduled and on-demand appointments and prioritizes them accordingly.

    Analytics on wait times in Teams.

    Improve business practices with analytics

    After each appointment, Amanda checks the analytics on wait times or no-shows to help improve the virtual appointment experience.

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    Get insights into your team’s week Create a new appointment Set a personalized confirmation message Coordinate status and wait times Improve business practices with analytics

  • A person participating in a Teams video call at their desk.

    Facilitator experience

    See how one facilitator uses Virtual Appointments to consult and collaborate with external attendees.

    Insights dashboard for a user in Virtual Appointments in Teams.

    Get all necessary information in one place

    Omer is a facilitator on the team. With Virtual Appointments, he receives all the information he needs to start his day in one place.

    A calendar in Teams showing each member of the team’s appointments.

    Use one calendar for the entire team

    Omer views his and his team’s upcoming appointments on the same calendar powered by Bookings.

    The statuses and wait times of scheduled and on-demand appointments in Teams.

    Manage upcoming appointments

    Omer sees his upcoming appointments in the queue view and filters it so that he only sees his upcoming appointments.

    Mobile display of a patient intake form being filled out.

    View submitted forms and history

    Before joining his next appointment, Omer reviews the client’s history and any forms the client has filled out.

    A Teams video call between a patient and a doctor.

    Provide a good customer experience

    With everything Omer needs in one place, he easily joins the meeting on time and facilitates a good customer experience.

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    Get all necessary information in one place Use one calendar for the entire team Manage upcoming appointments View submitted forms and history Provide a good customer experience

  • A person sitting at their desk, holding a cup of coffee and participating in a Teams video call.

    Attendee experience

    Create a straightforward path for external attendees, such as clients, customers, patients, and anyone else joining from outside your organization.

    An Outlook inbox showing an appointment confirmation email.

    Receives an appointment confirmation

    Pisha is an external attendee. After requesting an appointment online, she gets a confirmation message that her appointment has been booked.

    A consultation form open in a web browser.

    Fills out forms in advance

    Before her appointment, Pisha receives a form to fill out with the information required for her appointment.

    A text reminder for an upcoming appointment.

    Receives a text reminder

    Pisha receives a text reminder with a link to join the appointment through her mobile device without having to download Teams if she doesn’t have it.

    A mobile display of a custom lobby where a customer is waiting to enter for a consultation.

    Joins a customized lobby

    Pisha joins her appointment and waits for the facilitator to join in a lobby that’s professionally branded with the organization’s logo.

    A virtual appointment video call between two people.

    Engage naturally

    Pisha has a helpful virtual appointment where she can see the facilitator’s screen and interact with him naturally.

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    Receives an appointment confirmation Fills out forms in advance Receives a text reminder Joins a customized lobby Engage naturally

Virtual appointments are growing in popularity

36%

of patients accessed virtual health services in 2021, up from just 9% in 2020 and 7% in 2019.2

31%

increase in retail virtual appointment bookings on average month over month (2021–2022).3

30%

of bank consumers want to schedule a virtual service with video.4

Easily bring people together with Virtual Appointments

A medical professional typing on a laptop.

Healthcare

Enable secure appointments between ​patients and providers, including:

  • Medical services, such as diagnosis or follow-up.
  • Therapy sessions.
  • Updates and arrangements with patients’ families.
  • Consultations with clinicians and insurance providers.
  • Medical education and training.
  • Customer inquiries.
  • Presentations of medical devices.
A person giving a presentation in front of a large screen displaying data.

Financial services

Offer convenient ways to bring value to customers through:

  • Financial consultations.
  • Fact-finding meetings.
  • Proposal presentations.
  • Brokering new deals.
  • Loan advisory and management.
  • Troubleshooting and issue resolution.
  • Transaction review.
  • Insurance policy and claim support.
  • Educational webinars.
Two people looking at clothing in a retail store.

Retail

Help customers explore products and make informed purchases through:

  • Showcasing sales items.
  • Showroom and venue tours.
  • Virtual fittings.
  • Presentation of custom orders in progress.
  • Technical advice.
  • Issue resolution.
  • Focus groups.
Three people having a conversation at a table in a cafe.

Sales

Connect with new customers and build long-lasting relationships through:

  • High-quality sales presentations.
  • Issue resolution.
  • Customer service.
  • Proposal or pricing walkthroughs.
  • Associate training.
  • Remote estimates.
A person sitting at a table and smiling at their laptop.

Human resources

Engage and assess new talent by:

  • Speaking with job candidates.
  • Reviewing application documents.
  • Having candidates meet with multiple interviewers.
  • Conducting job site tours.
  • Sending a post-interview survey.1

Deliver a seamless Virtual Appointment experience

With Teams Premium, your organization gets advanced Virtual Appointment capabilities to improve operations and personalize customer experiences.

virtual appointment of Microsoft teams
  • Partially included Partial checkmark icons indicate a feature is partially included
  • Included Checkmark icons indicate a feature is included

Advanced Teams Premium features

Basic features available in all paid Microsoft 365 and Office 365 licenses

Advanced Teams Premium features
Basic features available in all paid Microsoft 365 and Office 365 licenses
  • Partially included Partial checkmark icons indicate a feature is partially included
  • Included Checkmark icons indicate a feature is included
Delight customers
This feature is included
Partially included
Mobile browser join
This feature is included
This feature is included
Lobby
This feature is included
This feature is included
Forms integration
This feature is included
This feature is included
SMS notifications
This feature is included
Custom lobby with branding
This feature is included
Two-way lobby chat1
This feature is included

See terms1
Streamline appointment management
This feature is included
Partially included
Bookings: Scheduling, ​appointment management, and email notifications
This feature is included
This feature is included
Virtual appointment meeting type in Teams
This feature is included

See terms1
This feature is included
Virtual appointment APIs
This feature is included

See terms1
This feature is included
On-demand queue
This feature is included
Scheduled queue
This feature is included
Measure rich analytics and reports
This feature is included
Departmental analytics
This feature is included
Organizational analytics
This feature is included

Advanced Virtual Appointments in Microsoft Teams

Learn how to make business-to-customer appointments as easy and personalized as if you were together in person.

Get the free e-book
The free e-book titled Advanced Virtual Appointments in Microsoft Teams.

Read more about Virtual Appointments

Discover Virtual Appointments in Teams Premium

Read the blog post

Add Virtual Appointments to Teams

Launch Teams to add the app

Virtual Appointments Guided Tour

Take the tour

Capabilities available in Virtual Appointments

Learn more

See how companies are using Microsoft Teams

Zurich Logo
Greater Manchester Mental Health Logo
Security Bank Logo
A city skyline behind the Zurich Insurance building.

Meet customers where they are

“People don’t normally think about insurance every day. It’s important to reach customers wherever they find it easiest and create new ways for people to connect with us.”

Sebastian Dull, Agency Owner, Zurich Insurance

Read the story
A person wearing a mask using a desktop monitor.

Simplify therapy sessions

“If anything, people’s need for talking therapies . . . increased. Social isolation, disruption to normal ways of coping and normal social support, increased threat to livelihood and self-esteem and the general sense of the physical threats of COVID-19 meant, by and large, people’s difficulties were exacerbated.”

Dale Huey, Associate Director of Psychology, Greater Manchester Mental Health

Read their story
Security Bank building.

Digitally transform your work

“Our moves toward greater digitalization were made possible with hands-on, responsive support. I really believe that companies need to find a trusted partner for their transformation journey. For us, Microsoft has become a part of our daily work lives.”

Eden Nicole Dela Peña-Charpentier, Vice President, Head of Transformation Team

Read their story
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Frequently asked questions

  • No. Virtual Appointments is not available with the free version of Teams. Paid versions of Teams include basic Virtual Appointment functionality, and Teams Premium includes advanced Virtual Appointment functionality.

  • Yes. To use Virtual Appointments, you’ll need to first own or subscribe to a paid version of Teams. Advanced Virtual Appointment functionality is available with a Teams Premium subscription.

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