Overview

TimeMaster enables engineers to generate a booking link that streamlines scheduling with end users. When an end user uses the link:

1. An event is automatically created in both the engineer’s and end user’s Microsoft 365 (Outlook) calendars.

2. The scheduled event is documented in the associated ticket as a public note, including the link used.

To achieve this, both the PSA API connection and the Microsoft 365/Azure integration (for both your company and your clients) must be active and configured correctly.

Prerequisites

Before using TimeMaster booking links, ensure the following:

• PSA API connection is enabled and operational.

• Your company’s Microsoft 365/Azure integration is valid and operational.

• Your client’s Microsoft 365/Azure integration is valid and operational.

• Engineer email addresses in Invarosoft match exactly the Microsoft 365/Azure accounts.

Configuration Steps

1. Verify Company Integration

1. Go to My Account >> My Account.

2. Scroll down and identify your company record.

3. Navigate to Clients >> Clients and confirm that the Azure integration is enabled and operational.

2. Verify Engineer Accounts

1. Go to Clients >> Clients.

2. Locate your company name and click [Users].

3. Check that your engineer’s email address:

   • Has a blue pyramid icon next to it (indicates Azure sync is active).

   • Matches exactly the email address under My Account >> Portal Logins (grey bar).

⚠️ Important: The engineer’s portal login must use the same domain as your Microsoft 365/Azure integration.

3. Verify Client Integration

1. Go to Clients >> Clients.

2. Select the client record.

3. Confirm the Azure integration is enabled and operational.

4. Click [Users] and ensure the end user has a blue pyramid icon next to their PSA contact.

Troubleshooting

• Engineer not showing in calendar?
  Ensure the engineer’s portal login email matches the integrated domain.

• End user not receiving invite?
  Confirm the client’s Azure integration is active and the user has the blue pyramid.

• Booking not appearing in ticket?
  Double-check that the PSA API connection is operational.

Summary

For TimeMaster booking links to function:

• PSA API + Microsoft 365/Azure integrations must be active.

• Engineer and client users must be correctly synced (blue pyramid visible).

• Email addresses must match across Invarosoft and Microsoft 365/Azure.

Once verified, TimeMaster will automatically sync events and keep tickets updated with the booking details.