Welcome to Officely 👋
Officely helps your team plan office days, see who’s working where, book desks, manage office capacity, and get more visibility into hybrid work.
Use this checklist to get your workspace set up in MS Teams.
Step 1: Set up your office
Your office is the location employees book into when they plan an office day.
Go to:
Officely → Home → Settings → Offices → Manage
From here, you can manage:
- Office name and emoji
- Office admins
- Working days
- Booking window
- Floor plan URL
- Office closures
- Neighbourhoods and desks
- Office extras
- Check-ins
- Office broadcast
📖 Related articles:
- How to set up your office on Officely in MS Teams
- Change your office booking window on Officely in MS Teams
- Adding a Floor Plan on Officely in MS Teams
- Office Closure on Officely in MS Teams
Note: Office addresses are added when an office is created. Existing office addresses can’t currently be edited directly from MS Teams settings. If you need to update an office address, contact the Officely team.
Step 2: Create neighbourhoods and desks
Neighbourhoods help you organise your office into areas, teams, floors, or desk groups.
You can also use neighbourhood capacity to manage how many employees can book into each area.
Go to:
Settings → Offices → Manage → Neighbourhoods & Desks
From here, you can:
- Add neighbourhoods
- Set desk capacity
- Edit existing neighbourhoods
- Remove neighbourhoods you no longer need
📖 Related article:
- Setting up Neighborhoods & Desks on Officely in MS Teams
Step 3: Invite your employees
Once your office is ready, invite employees to join Officely.
Go to:
Officely → Add Employees
or:
Settings → Account & Billing → Manage Billing → Manage Users
You can invite employees individually, or use Batch Invite to invite multiple employees at once.
Batch Invite lets you paste a list of names or email addresses, review the matches, and send invites in bulk.
📖 Related articles:
- How to invite employees to Officely in MS Teams
- How to View and Manage the Employee List on Officely in MS Teams
Step 4: Manage working statuses
Working statuses let employees show whether they’re in the office, working from home, away, travelling, or using another status you’ve enabled.
Go to:
Settings → Account & Billing
From here, you can manage which statuses are available to employees.
📖 Related articles:
- Managing Working Statuses on Officely in MS Teams
- Amending Working Statuses for Officely in Slack and MS Teams
Step 5: Add office extras
Office Extras let employees add useful extras to their office bookings, such as lunch, parking, equipment, pets, or anything else your team offers.
Go to:
Settings → Offices → Manage → Extras
From here, you can:
- Create extras
- Set availability
- Edit or remove extras
📖 Related article:
- Office Extras on Officely in MS Teams
Step 6: Configure check-ins
Check-ins help confirm who actually attended the office after booking.
Go to:
Settings → Offices → Manage → Check-ins
From here, you can:
- Enable check-ins
- Set the check-in reminder time
- Add a custom reminder message
- Automatically cancel bookings if employees don’t check in
- Review check-in status in exports
📖 Related article:
- Check-ins in Officely in MS Teams
Step 7: Set up recurring bookings
There are two types of recurring bookings in Officely:
Employee routines
Routines are recurring bookings set by or for individual employees.
Use these when an employee usually comes into the office on the same days each week.
📖 Related article:
- Recurring Bookings (Routines) on Officely in MS Teams
Recurring team bookings
Recurring Team Bookings are managed at team level. They’re useful when a whole team has regular office days.
Go to:
Settings → Teams
From here, you can:
- Create teams
- Add members and managers
- Select preferred neighbourhoods
- Enable recurring team bookings
- Edit or delete teams
📖 Related article:
- Recurring Team Bookings for Officely in Teams
Step 8: Turn on Office Broadcast
Office Broadcast sends a regular message showing who is coming into the office.
It helps employees see when colleagues are going in and encourages better office coordination.
Go to:
Settings → Offices → Manage → Broadcast
📖 Related article:
- Office Broadcast in Teams
Step 9: Create office announcements
Announcements let you share updates with employees for specific office days.
Use them for things like:
- Events
- Lunches
- Important notices
- Office changes
- Reminders
Go to the relevant office day and select Post Announcement.
📖 Related article:
- Announcements on Officely in MS Teams
Step 10: Review Insights
Insights help admins understand office attendance, booking patterns, and how employees are using Officely.
Go to:
Officely → Insights
Team managers can also access Insights for their own team members, without needing full office admin permissions.
Related article:
- Officely Insights in MS Teams
Step 11: Help employees get started
Once your admin setup is complete, share the employee introduction guide with your team.
📖 Related articles:
- Employee Introduction to Officely in MS Teams (Premium plan)
- How to book into the office on Officely in MS Teams
- How to view and book future dates with Officely in MS Teams
- One-Click Bookings on Officely for MS Teams
Suggested setup order
If you’re not sure where to start, we recommend this order:
1. Set up your office
2. Add neighbourhoods and desks
3. Invite employees
4. Configure working statuses
5. Add office extras
6. Configure check-ins
7. Set up routines or recurring team bookings
8. Turn on Office Broadcast
9. Review Insights
10. Share the employee guide with your team
If you have any questions, please don't hesitate to get in touch with the team!