Support for your video appointment

Get set for a great conversation about your money plans by taking a few minutes to get ready first.

Feel prepared from the start

Your Skipton Link appointment takes place on Microsoft Teams. It’s simple to use. But if you’re feeling unsure, that’s completely okay. This page will walk you through everything, so you can join your appointment feeling confident and ready to go.

Step 1 - Check you’ve got what you need

  • A computer, laptop, tablet, iPad or mobile device (Android and iOS) that supports video calls.
  • A camera, microphone and speakers (they’re usually built into your device).
  • A secure internet connection.

Step 2 - Choose how you want to join

  • Using a mobile or tablet: You’ll need to use the Microsoft Teams app. It’s useful to download it ahead of your appointment, so you’re ready.
  • Using a computer or laptop: You can join using either the app or your web browser – just choose whichever feels easiest for you.

App or browser

  • Using your web browser: Microsoft Teams works on Microsoft Edge, Firefox, Google Chrome, or Safari. For the smoothest experience, we recommend using the most recently released version of the web browser.
  • Downloading the Microsoft Teams App: Use the links below to download the app for your device:

Mobile devices

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Computers and Laptops

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Tablets

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Step 3 - Join your appointment

    Have your device and appointment email ready. And maybe a cup of tea too! We'll call just before your appointment to get you set up.

    1. Click the link we sent in your appointment email.

    2. Choose whether to join using the app or your browser.

    3. Enter your name and click ‘Join’.

    4. Wait for us to let you into the call.

    5. We’ll do a quick test to make sure your speakers are working.

    6. And you’re good to go!

    Having trouble joining?

    Head to the Microsoft Teams website, enter your meeting ID and meeting passcode (you’ll find these in your appointment email) and select ‘Join’.

    If that doesn’t work, or you’re unable to do this, please contact us.

    Call our dedicated teams if you need a hand

    Financial advice

    Speak to our financial advice team today.

    0345 600 6857

    Savings review

    Speak to our savings team today.

    0345 600 6857

    Mortgages

    Speak to our mortgages team today.

    0345 850 1711