This guide is for anyone using the CRM who wants to use Google Meet for virtual appointments. It covers everything from initial setup to troubleshooting, regardless of your experience level.

Check Your Google Account Integration

Before you can set Google Meet as your meeting location, you need to make sure your Google account is connected to the CRM. This connection lets the CRM access 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, which walk you through connecting your Google account step by step.

Setting the Location for Your User Availability

Once your Google account is connected, you can 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 labelled User Availability. In the dropdown menu for meeting location, select Google Meet as your preferred location.
  • Click on Save to keep your changes.

Once Google Meet is connected to the CRM, you can set up and manage virtual meetings with ease. Whenever you schedule an appointment through the CRM, a Google Meet link will be generated automatically and included in the appointment details, giving you and your clients straightforward access to the meeting.

Troubleshooting Tips

Integration Issues

If you run into issues connecting your Google account to the CRM, check that you have followed all the steps in the integration tutorial. Double-check your Google account credentials and make sure 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 your Google account integration is active and working correctly. You may need to reconnect your Google account.

If the option still does not appear after checking, refresh the page and try again, as it can sometimes take a moment to show up.

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