Outlook Add-In
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      Installing the Outlook Add-In

      Provides a breakdown on the steps needed to install our Outlook Add-in to both your Desktop and Web versions of Outlook.

       

                                        NEW FEATURE COMING SOON
      NOTE: This feature is currently under development with our team and will be available in early/mid-2025. The following details are subject to change. Please reach out to your Customer Success Manager or our support team with any questions.

      Prerequisites

      The Consultation Manager Outlook Add-In is available on both web and desktop versions of Outlook. In this article we will cover how to set up and use the outlook Add-In. Please check the following Outlook and Exchange requirements for compatibility with the Consultation Manager Outlook add-in:

      • Outlook Desktop for Windows (Microsoft 365)

      • Outlook Desktop for Mac (Microsoft 365)

      • Outlook Web

      Note: The Consultation Manager Add-in does not support older versions of Outlook not part of Microsoft's cloud 365 suite or on-premise deployments, in these cases we recommend you instead utilise our email-in via Project Address.

      Installing the Outlook Add-In

      The installation process will vary depending on where you are installing directly through the Desktop version of Outlook or via Outlook web.

      Installing through Outlook Desktop for Windows & Mac (Microsoft 365)

      1. Open Outlook via the Desktop App
        Open your apps and navigate to your Outlook Desktop app in either Windows or Mac.

      2. Access the Add-In Marketplace

        Click on the App Icon in the bottom left of the side navigation bar or from the top right, the App Icon may be hidden in the tri dot menu. Then, from the menu, select "Add apps" and then navigate to the Add-Ins section.

      3. Search for the Add-In
        In the Add-In Marketplace, use the search bar and search for “Consultation Manager”, once located, click on the add-in to view its details.

      4. Install the Add-In
        Finally, select the "Add" button and follow any on-screen instructions to complete the installation. Once installed the Add-in will be available for both the Desktop and Web versions of Outlook.

      Note: The option to access the in-app marketplace may be disabled by your IT/Microsoft 365 Administrators, as a result if the option to access the Add-in Marketplace is not appearing within your Outlook Desktop you may need to submit a request to have the Consultation Manager add-in added via your IT team.

      Installing through Outlook Web

      1. Log in to Outlook Web
        Open your internet browser and navigate to your Outlook Web account.

      2. Access the Add-In Marketplace

        Click on the App Icon in the bottom left of the side navigation bar or from the top right, the App Icon may be hidden in the tri dot menu. Then, from the menu, select "Add apps" and then navigate to the Add-Ins section.

      3. Search for the Add-In
        In the Add-In Marketplace, use the search bar and search for “Consultation Manager”, once located, click on the add-in to view its details.

      4. Install the Add-In
        Finally, select the "Add" button and follow any on-screen instructions to complete the installation. Once installed the Add-in will be available for both the Desktop and Web versions of Outlook.

      ⏭ Next Steps

      Once you have successfully installed the Add-in check out our How to use the Consultation Manager Outlook Add-In guide which covers login and how to send emails into Consultation Manager via the Add-in.