Appointments & Scheduling · How-to guide

Send a Google Meet invitation

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Deliver the appointment's Google Meet link and schedule to intended participants without relying on Google's own email when that option is disabled.

Audience: Staff who manage appointmentsFeature: Meeting invitationModule v1.3.6

Jump to steps

Where to goAppointments > Open appointment / Google Meet settings

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

Deliver the appointment's Google Meet link and schedule to intended participants without relying on Google's own email when that option is disabled. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

Meeting information can be included in Pixie CRM appointment notifications or Google event invitations.

A module setting can disable Google's native invitation email to avoid duplicate messages.

The stored join link must be available before Pixie CRM templates can include it.

Follow these steps

Create the appointment and Google Meet conference.
Verify the join link.
Select whether Google or Pixie CRM sends participant email.
Send or trigger the approved invitation.
Check the participant received one accurate invitation.

Settings to check

Join linkGoogle Meet access URL.

Google email toggleControls native Google notification behaviour.

Pixie CRM templateAppointment communication containing meeting details.

AttendeesRecipients who should receive access.

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

Avoid duplicate invitations from both systems.
Do not send the link to unauthorised recipients.
Update the invitation after a reschedule.
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 email notifications customers provider invoice payment check report approval appointment scheduling service availability

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Send a Google Meet invitation

What you’ll accomplish

How it works

Follow these steps

Settings to check

Check it worked

Common mistakes to avoid

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