Integrating Google Meet for Virtual Appointments

This article is intended for users of the CRM who wish to leverage Google Meet for virtual appointments. It is suitable for all skill levels, from beginners to advanced users, and aims to provide a clear, step-by-step guide to integrating Google Meet with the CRM.

Check Your Google Account Integration

Before you can set up Google Meet as your meeting location, you need to ensure that your Google account is integrated with the CRM. This integration allows the CRM to access your Google Meet to create meeting links. 

If you haven't connected it click Sign in with Google to do so. For additional help, refer to the CRM's integration tutorials. These tutorials provide a step-by-step guide on how to connect your Google account to the CRM.

Setting the Location for Your User Availability

Once your Google account is integrated, the next step is to set Google Meet as the location for your meetings.

• Navigate to your Settings and head to the My Staff section on the left-side menu. In there click the pencil icon next to the desired user

• Go to the section labeled User Availability. In the dropdown menu for meeting location, select Google Meet as your preferred location.

• Click on Save to keep your changes.

By integrating Google Meet with the CRM, you can easily set up and manage these virtual meetings. Whenever you schedule an appointment through the CRM, a Google Meet link will automatically be generated and included in the appointment details. This ensures that both you and your clients have easy access to the meeting, streamlining the process and enhancing the overall experience.

Troubleshooting Tips

Integration Issues

If you encounter issues while integrating your Google account with the CRM, ensure that you have followed all the steps in the integration tutorial. Double-check your Google account credentials and ensure that you have granted the necessary permissions to the CRM.

Setting User Availability

If the Google Meet option does not appear in the dropdown menu under User Availability, make sure that your Google account integration is active and functioning correctly. You may need to reconnect your Google account. 

If the option for Google Meet option does not appear in the dropdown menu after checking, refresh the page and try again, as sometimes it needs extra time to appear.

Frequently Asked Questions

Can I use Google Meet for group appointments?

Yes, Google Meet supports group appointments. When you set Google Meet as your meeting location, the generated link can be used by multiple participants.

What if I need to change the meeting location to a physical address or a different virtual meeting platform?

You can easily change the meeting location by going back to Settings > My Staff > User Availability and selecting a different location from the dropdown menu.