This guide explains how to use the VSTO add-in. It goes through all the features the VSTO add-in has to offer for booking your next meeting.
- Requirements
- How to change language setting
- How to get started
- How to add a meeting room to your meeting
- How to add a Teams meeting to your meeting
- How to locate resources using a filter
- How to book a meeting series
- How to move a meeting
- How to cancel your meeting
- How to add catering services to your meeting
- How to order several catering to your meeting
- How to add equipment to your meeting
- How to specify or change the billing account
- How to add attendees to your meeting
- FAQ
Requirements
To complete this guide you need:
- Microsoft Outlook for Office 365.
- Planner with Full Exchange Integration.
- Note! Our Microsoft Outlook Office 365 add-ins are not compatible with our VSTO add-ins, remember to only have one of them installed.
- Note! VSTO can only be used in the Outlook desktop application.
How to change language setting
When changing the language settings, it only has an impact on the standard data in Planner. If resources are created in Danish, these will still be named in Danish.
- Click on Add-ins
- Click on Pronestor and a dropdown menu will appear
- Click on Settings... and a pop-up of Planner will appear
- Change language under app settings
- When done, remember to scroll down and press Save
How to get started
- Login to Outlook on the desktop application
- Go to Calendar
- Select your desired date on your Calendar
- Click on New Meeting and a popup window of an event form will open
- Add the required details for your meeting
How to add a meeting room to your meeting
- Select a date and timestamp before opening the VSTO add-in
- Click on
to open the VSTO add-in and it will redirected to an popup.
- Note! If you can not find the VSTO add-in, follow our guide on installing
- Under the tap Facilities a list will be shown with available meeting room at your selected location , with the capacity amount of participants.
- Select a meeting room and click on
. and a booking overview will display.
- Click on
and your booking will display under location in your email
- Remember to send the email or the booked meeting room will be canceled.
TIP
- Get more information about the meeting room by clicking on the (i) icon next to the room name.
- You can book more than one room to the same meeting.
- Use the quick booking feature if you only need to book a meeting room. Your reservation is registered immediately.
How to add a Teams meeting to your meeting
Teams meetings are a great way to accommodate attendees from different locations.
- Click on
and the mail will automatically attach a premade meeting setup for your attendees to join.
How to locate resources using a filter
You can search for specific requirements when adding a Facilities, Catering, or Equipment category.
- Click on Filter that is located on the left side of the screen
- Add the relevant criteria and click Search
How to book a meeting series
This is a setting that makes it easier to plan a series of meetings, so you do not have to replan them every time.
- Click on
and a pop-up window will show up. Here you have the opportunity to make booked meetings a series of meetings.
- You can customize the start/end date and choose if the meeting is to be repeated in the amount of day(s), week(s), month(s) or even year(s).
How to move a meeting
- Click on the meeting you want to be moved
- Click on
a pop-up window with info details of the meeting will appear
- Change the details and remember to press
. An email will be sent to your attendees about the updated details.
How to cancel your meeting
- Click on the meeting you want canceled and go up to the tap bar and click on
- A popup window with a cancellation mail will appear, that have to be sent out to the invited attendees that clarifies you have canceled the meeting.
How to add catering services to your meeting
This feature allows you to book catering in advance for your meetings.
Please note that you will only be allowed to order servings within the duration of your appointment.
- Select a date and timestamp before opening the VSTO add-in.
- Click on
to open the VSTO add-in and it will redirected to an popup.
- Note! If you can not find the VSTO add-in, follow our guide on installing
- Under the tap Catering a list of catering items will appear that can be ordered for the specified time.
- Choose the catering service by either having it Picked up or Delivered to a specific location and Choose a timestamp for the catering serving
- Add the amount of catering items you want
- Click Order to place the order in check out.
- Click on
. and a booking overview will display.
- Click on
and remember to send the email or the catering will be canceled.
How to order several catering to your meeting
- Click on
open the VSTO add-in and it will redirected to an popup.
- Under the Catering tab choose a different or same timestamp for delivery/pickup within the same meeting.
- Add the relevant catering. and click Order. Continue for as many servings as you want.
- Click on
. and a booking overview will display.
- Click on
and remember to send the email or the catering will be canceled.
How to remove several catering items to your meeting
- Click on
open the VSTO add-in and it will redirected to an popup.
- Click on
. and a booking overview will display.
-
- Delete the catering items your don't want. in your booking.
- Click on
and remember to send the email or the catering will be canceled.
How to add equipment to your meeting
- Click on the Equipment tab a list of available equipment options will appear.
- Choose a timestamp
-
- You can also search for specific requirements when adding a Room, Catering, or Equipment category.
- Add the amount of equipment items you want
- Click on
. and a booking overview will display.
- Click on
and remember to send the email or the order will be canceled.
How to specify or change the billing account
- Click on
or
to open the VSTO add-in and it will redirected to an popup.
- Click on
. and a booking overview will display.
- Click on the edit icon across Additional comments.
- Go to Please select a billing account for expenses and inserts one responsible for all the services. Press Complete booking and remember to send the email or the order will be canceled.
How to add attendees to your meeting
- Click on the Attendees tab and have the option to search for attendees to add by email or name.
- Note! They will not be invited through Outlook, but they will be logged as attending the meeting (useful for documentation and visitor registration in the reception).
FAQ
- what is the difference between new appointment and new meeting in outlook?
The main difference is that appointments affects only your own calendar and in meetings you can invite others. In appointments, you don't have the choice to invite others and self is automatically included.
Comments
0 comments
Please sign in to leave a comment.