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How to connect Microsoft 365 or Google Workspace for automated booking

Connect Microsoft 365 or Google Workspace once for your whole organization, and any program set to Book meetings automatically can add matched chats to everyone's calendar.

You'll need to be a workspace owner or admin. Automated booking is included in Pro plans and above.

Connect Microsoft 365

  1. In the left menu, go to Settings › Workspace, then choose Calendar.
  2. On Microsoft 365, click Connect.
  3. Click Approve in Microsoft 365 and approve CoffeePals in the Microsoft window.
Calendar settings with Microsoft 365 and Google Workspace cards, each with a Connect button
The Microsoft 365 dialog asking a Microsoft 365 admin to approve CoffeePals

If someone else is your Microsoft 365 admin, enter their address under Admin email and click Send, and they can approve it for you.

Connect Google Workspace

  1. In the left menu, go to Settings › Workspace, then choose Calendar.
  2. On Google Workspace, click Connect.
  3. On I'm the admin, click Open Google Admin console, check the pre-filled form and click Authorize.
  4. Come back to CoffeePals and click Verify and check connection.
The Connect Google Workspace dialog: step 1 Authorize CoffeePals in Google Admin with the Open Google Admin console button, and step 2 Verify and check connection

Google can take up to 24 hours to apply changes, so if the check fails right away, try again later. If you're not a Google Workspace super admin, choose Ask my admin and send them the steps.

Turn on automated booking

  1. Open a program's Configuration and edit Messages and meeting scheduling.
  2. Choose Book meetings automatically, pick your calendar, and save.
Scheduling options with Book meetings automatically selected

When it's working, the calendar card shows Connected, and matched people get the meeting in their calendar.

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