Learn how to request catering and additional services for a meeting in Outlook and Microsoft Teams using the AskCody Services Add-in.
Info
The AskCody Services Add-in is available both as a Modern add-in for Outlook and Microsoft 365, and as a VSTO Plug-in for Exchange on-prem.
How to Use the AskCody Services Add-in
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On your Calendar in Outlook, or Teams, find the selected date, and open the event you wish to place a service request for
- Locate the Services Add-in
On Outlook
Click on the AskCody Services icon in the Outlook ribbon
On Teams
Open the new event pop up as a separate window
Find the Services Add-in on the ribbon
- Select Provider
- Choose a Category
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Select items and services
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Add item(s).
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You can click Add multiple times to increase the quantity or adjust the amount in the "quantity" field
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Note
To request items from other categories (or from the same one), you can simply scroll back up after having added items to your request, and simply select a new category/item, and proceed to add additional items to your request
- Choose your delivery options such as time of delivery (either before, during or after the meeting) to have your request either be delivered at the meeting location, or to be placed at a common pick-up location. You can also add additional comments to the service provider
- Scroll down and click Finalize request
Note
To place an additional service request for the same meeting (for instance, from a different Service Provider), you can simply click on Add Additional Request Instead, and add the desired items to the request:
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Fill out any Financial information required by your organization
- Click on Place Request at the bottom, and the request(s) will be sent to the Service Provider
After having placed the request, you can simply close the event window on Outlook. As a receipt, you should have received an e-mail containing the request information:
To update the service request, or place a new one for the same meeting, simply repeat the steps outlined in this guide, and after opening the Services add-in from the event window on Outlook, simply edit the already placed requests, or click on Add Additional Request. When done with the changes, click on Update Request. This will notify the Service Provider, and you will receive an e-mail with a confirmation receipt with the changes you made.