Appointments & Scheduling · How-to guide

Enable Google Meet automatically

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 create online meeting details for eligible appointments according to Pixie CRM's Google Meet defaults and connected Google account.

Audience: Staff who manage appointmentsFeature: Automatic Google MeetModule v1.3.6

Jump to steps

Where to goAppointments > Settings > Google Meet

Before you startThis guide follows the supplied Pixie CRM Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: View. A menu, button, provider, time slot or client action can remain hidden when the signed-in user lacks the required permission, the module setting is disabled, the related record is in an ineligible state, or availability validation rejects the request.

What you’ll accomplish

Create online meeting details for eligible appointments according to Pixie CRM's Google Meet defaults and connected Google account. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

Google Meet creation is built on the connected Google calendar/event flow.

A default option can request conference data when eligible appointment events are created.

The returned meeting link is stored or exposed with the appointment for permitted participants.

Follow these steps

Connect the responsible Google Calendar account.
Enable the default Google Meet option.
Configure related meeting defaults.
Create or approve a test appointment.
Check the event and join link.

Settings to check

Meet enabledRequests conference creation.

Connected Google accountAuthorises event and meeting creation.

Join linkParticipant URL returned by Google.

Appointment referenceConnects the meeting to the Pixie CRM record.

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 expose meeting links on unauthorised public pages.
Test provider ownership and attendee invitations.
A missing Google connection prevents automatic meeting creation.
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.

Scheduling and data safetyAppointment changes can notify customers, reserve provider time, update remote calendars, create meeting links or invoices and alter reports. Confirm the exact record, timezone, status and recipients before saving.

Browse connected topics:Google Meet Google Calendar appointment provider invoice payment check report approval scheduling service availability reminders feedback

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Enable Google Meet automatically

What you’ll accomplish

How it works

Follow these steps

Settings to check

Check it worked

Common mistakes to avoid

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