Stop the scheduling tennis match
Modified on Tue, Jul 21 at 9:33 AM
Time Master
Secure Microsoft 365 appointment scheduling designed specifically for MSP service desks.
Overview
Scheduling a remote support session often requires several emails between the engineer and the customer. The customer suggests a few times, the engineer checks their calendar, availability changes, and the conversation starts again.
Time Master simplifies this process by allowing an engineer to generate a unique Microsoft 365 booking link for a specific support ticket. The customer sees only the appointment times deliberately offered by the engineer. They do not see the engineer’s complete Outlook calendar, internal meetings, lunch breaks, leave, or other private calendar information.
The Scheduling Problem
A traditional appointment workflow may look something like this:
| 1 | The engineer asks the customer when they are available. |
| 2 | The customer replies with several possible appointment times. |
| 3 | The engineer is no longer available at those times. |
| 4 | More emails and calendar checks are required. |
| 5 | The ticket remains unresolved while everyone searches for a suitable time. |
This may seem minor for one ticket, but across dozens of appointments every week, the administrative overhead quickly adds up. Time Master removes that friction and gives both the service desk and the customer a faster path to resolution.
How Time Master Works
Time Master integrates with Microsoft 365 and allows engineers to offer selected appointment times without publishing their complete calendar.
| 1 | Open the service ticket. The engineer identifies that a scheduled remote session, consultation, training session, or follow-up meeting is required. |
| 2 | Select suitable appointment times. The engineer chooses the dates, time slots, and meeting duration they would like to make available. |
| 3 | Associate the booking with the ticket. The engineer enters or selects the appropriate ticket reference so the appointment remains connected to the relevant support request. |
| 4 | Generate the secure booking link. Time Master creates a unique link that can be shared with the customer through the PSA, email, secure message, or another supported communication channel. |
| 5 | The customer books an appointment. The customer opens the link and chooses from the available time slots. No access to the engineer’s complete calendar is provided. |
| 6 | Microsoft 365 completes the workflow. The appointment is added to the relevant calendar, a Microsoft Teams meeting can be created, notifications are sent, and the booking is documented against the ticket. |
Example: Scheduling an MFA Support Session
Sarah from A1 Technologies submits a support request because she needs assistance configuring Multi-Factor Authentication.
James, the assigned technician, reviews the ticket and determines that the issue would be easier to resolve during a 30-minute Microsoft Teams session.
Instead of asking Sarah to suggest several times by email, James opens Time Master and:
- Associates the booking with the MFA support ticket.
- Selects a 30-minute meeting duration.
- Offers four suitable time slots.
- Generates a unique booking URL.
- Shares the URL with Sarah through the ticket.
Sarah opens the link and selects the most convenient available time. She does not see James’ other meetings, personal appointments, lunch break, or broader calendar availability.
Once the appointment is confirmed, it is added to the Microsoft 365 calendar, the Microsoft Teams meeting is created, the engineer is notified, and the appointment details remain documented against the original support ticket.
Example Message to the Customer
Hi Sarah,
We would like to arrange a short remote session to help you complete the Multi-Factor Authentication setup.
Please use the secure booking link below to select the most convenient available time:
[Insert Time Master booking link]
Once booked, you will receive the meeting details and calendar invitation automatically.
What the Customer Can See
| The Customer Can See | The Customer Cannot See |
|---|---|
| Available appointment dates | The engineer’s full Outlook calendar |
| Available time slots | Internal meetings and appointments |
| Appointment duration | Lunch breaks, leave, or personal events |
| Booking confirmation details | Unrestricted access to future availability |
Key Benefits
| ✓ Less administration Reduce the number of emails and manual calendar checks required to arrange support appointments. | ✓ Calendar privacy Customers see only selected appointment slots rather than an engineer’s complete availability. |
| ✓ Ticket association Keep the booking, meeting, and scheduling history connected to the appropriate service ticket. | ✓ Microsoft 365 integration Use existing Microsoft 365 calendars and Microsoft Teams meeting capabilities. |
| ✓ Fewer booking conflicts Available appointment options are checked against the engineer’s Microsoft 365 calendar. | ✓ Faster ticket resolution Customers can select a suitable time immediately instead of waiting through another email exchange. |
| ✓ Better customer experience Give customers a simple and professional self-service appointment booking process. | ✓ Engineer notifications Ensure engineers are informed when an appointment has been successfully booked. |
Prerequisites
Before using Time Master, confirm the required Microsoft 365 connections are in place.
- The engineer’s Microsoft 365 account must be connected to Invarosoft.
- The relevant end user should be correctly identified and connected within the platform.
- The correct service ticket reference should be used when generating the booking link.
- The latest ITControlPanel experience can display the Microsoft 365 connection status for the engineer and end user.
Common Use Cases
Time Master can be used whenever a support interaction requires a scheduled session, including:
- Remote troubleshooting sessions
- Microsoft 365 and MFA configuration
- New user onboarding
- Software demonstrations or training
- Technical consultations
- Follow-up appointments
- Project discovery meetings
- Ticket escalation sessions
Need Help Getting Started?
The Invarosoft team can assist with Microsoft 365 connectivity, Time Master configuration, testing, and recommended workflows for your PSA environment.
Contact the Invarosoft team or log a support ticket if you would like help enabling Time Master for your service desk.
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