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friendlyway Outlook Add-In

The friendlyway Outlook Add-In allows you to leverage the capabilities of friendlyway Visitor Management directly in your Microsoft Outlook.

Easily schedule and modify visits of different types, manage visitor lists, include event notes, and send invitation emails — all from the familiar Outlook interface you already know and trust.

Deploying the Add-In

There are multiple ways to deploy the add-in:

  • Individually: Each user can install it manually via Microsoft AppSource.

  • Globally via AppSource: Admins can deploy through AppSource directly into Microsoft 365 Admin Center.

  • Without Microsoft Store access: Admins can deploy using a direct manifest file link.

Detailed instructions for deploying, verifying, and troubleshooting the add-in are available in the deployment guide. Note that some deployment types require administrator rights to the Microsoft 365 Admin Center.

Once the add-in has been deployed and you have refreshed/restarted Outlook, the add-in will be available on both web and desktop Outlook clients.

Accessing the Add-in

  1. Sign in to the Outlook web app with your Microsoft 365 account or launch the Outlook desktop application.

  2. Open the Calendar view and start creating a new meeting or open an existing one.

  3. In the ribbon menu, look for the friendlyway button and click on it to activate and use the add-in within your meeting.

Signing In to the Add-In

When activating the add-in for the first time in the current session, you will be asked to authenticate yourself. Enter your user’s credentials from the friendlyway Cloud Platform (the same email and password you use to access the friendlyway web app) and click Log In.

Note: The add-in also supports single-sign-on (SSO) functionality for seamless user authorization. To use the SSO log-in, you should first enable an external identity provider and configure authentication settings on the Platform (Account → Settings → Authentication). For assistance and more information, kindly contact friendlyway support.

Using the Add-In

Within your meeting, the add-in displays a panel on the right-hand side, where you can enter and edit information about the visit to be synced with the Platform.

  1. Specify the Visit Type by selecting it from the list of categories corresponding to your visit types on the Platform. Click Create.

  1. Enter or edit event details, including the reason for the visit, additional notes, date and time (corresponding to your Outlook Calendar), and company name. Click Next.

Note: The add-in supports custom visit forms — useful when you need to change the standard data fields or include additional ones. For assistance and more information, kindly contact friendlyway support.

  1. On the Visitors tab, you can edit visitors' first and last names, and select which visitors should receive invitation emails. Click Create.

Note: You can exclude visitors with a certain email domain from the recipient list of invitation emails — useful when you want to avoid sending emails to hosts or employees included as “visitors” just for reference purposes. To use this option, specify the excluded email domains on the Platform: go to Check-in → Settings → Integrations and fill in the field at the bottom, next to the add-in manifest file.

  1. Once you have confirmed the visit and visitor data, click Send in your Outlook Meeting view to send meeting invitations as you normally do.

Signing Out from the Add-In

You can sign out at any time by clicking Log out at the top-right corner of the add-in panel.

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