Configure Google Meet recording, waiting and reminder defaults
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to set the module's default meeting options for new eligible Google Meet appointments.
What you’ll accomplish
Set the module's default meeting options for new eligible Google Meet appointments. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The settings include defaults for enabling Meet, recording-related preference, waiting-room behaviour and reminder options supported by the module.
These values are applied when the module builds eligible Google conference event data.
Actual Google Workspace capabilities can depend on the connected account and its licence.
Follow these steps
- Go to Google Meet settings.
- Check auto-enable, recording, waiting and reminder defaults.
- Select the organisation-approved values.
- Save.
- Create a test meeting and verify actual Google behaviour.
Settings to check
Check it worked
After this workflow completes, Pixie CRM keeps the appointment and its supported relationships connected. Reopen the appointment and verify the saved status, date, timezone, customer or lead, service, provider, attendees, reminder state, calendar or meeting reference, invoice reference and history that apply to this feature. External email, SMS, Google, Microsoft or payment outcomes must be checked separately from the Pixie CRM database save.
- Open the saved appointment and confirm the final status and source.
- Check the participant, provider, timing and timezone from the full detail page.
- Review the relevant table filter, calendar, history, report or linked invoice instead of relying only on a success message.
Common mistakes to avoid
- Do not promise a Google capability unavailable to the account.
- Check privacy and recording consent requirements.
- Test defaults after Google policy changes.
- Use the least destructive correction and retain the appointment history when the booking existed operationally.
- Never bypass a permission, availability, approval, client-access or verification control by changing an unrelated route or setting.