Microsoft 365 Help Invite an external client from a mobile device
Create a meeting invitation and help the customer join.
Before you start
- The client’s complete email address and agreed time.
- Confirm whether they will use a computer or phone.
Follow these steps
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Start the meeting
Open Teams Calendar, then tap + or New event.
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Add a recognisable title
Use a clear subject, for example Initech project discussion. This appears in the client’s invitation.
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Add the client’s full email
Tap Add participants and enter the complete email address. Confirm the address even if there is no matching internal contact.
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Choose the time
Set the date and start/end time. Check the client’s time zone and that the event includes a Teams meeting link.
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Explain how to join
In the details, tell computer users they can use the Teams app or supported browser. Tell mobile users to open the meeting link in the Teams app.
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Send and verify
Tap Done or the save button. Reopen the saved event and check the address and joining link. This invitation is emailed to the client.
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Review options before the appointment
Open the event and look for Meeting options. If your phone offers it, review Who can bypass the lobby? and who can present. If the controls are unavailable, open the event in Teams on a computer or on the web.
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Join and admit the client
At the meeting time, open the event and tap Join. When the expected client waits in the lobby, use the notification or People panel to admit them.
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Check the sound first
Ask if they can hear you. Use the Mic and Camera buttons as needed. For a voice-only discussion, leave the camera off.
You have finished when…
- The customer has the meeting email.
- They can join and speak with you.
Helpful tips
- Anonymous joining is subject to company policy; the customer may be asked to sign in.
- Do not add a customer to an internal team just to invite them to one call.
- Meeting access does not automatically grant access to company documents.
Something looks different?
I cannot add an external attendee
Try scheduling from Outlook or Teams on a computer, then ask IT to check policy if it remains blocked.
The customer is stuck waiting
Check the People/lobby area in your meeting. Verify their name before admitting them.
Microsoft help & further guidance
Menu names can change as Microsoft updates the apps. These official pages include further instructions.