Britixo CRMBritixo CRM Enterprise Help Centre
Appointments & Scheduling · How-to guide

Configure Google Meet recording, waiting and reminder defaults

Set the module's default meeting options for new eligible Google Meet appointments.

Audience: Staff who manage appointmentsFeature: Meeting defaultsModule v1.3.6
Feature pathAppointments > Settings > Google Meet
Before you beginThis guide follows the supplied Britixo 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 this feature does

Set the module's default meeting options for new eligible Google Meet appointments. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow 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.

Step-by-step workflow

  1. Open Google Meet settings.
  2. Review auto-enable, recording, waiting and reminder defaults.
  3. Choose the organisation-approved values.
  4. Save.
  5. Create a test meeting and verify actual Google behaviour.

Important fields and decisions

Auto-enableDefault conference creation choice.
Recording preferenceRequested meeting recording behaviour where supported.
Waiting optionParticipant entry control where supported.
ReminderMeeting-related reminder configuration.

What happens after completion

After this workflow completes, Britixo 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 Britixo 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.

Controls, checks and common mistakes

  • Do not promise a Google capability unavailable to the account.
  • Review 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.
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 Meetremindersnotificationsinvoicepaymentcheckreportapprovalappointmentschedulingserviceprovideravailabilityfeedback
Enable Google Meet automatically →Send a Google Meet invitation →Configure email and SMS reminders on an appointment →Appointments calendar integrations overview →Connect Google Calendar →Synchronise an appointment to Google Calendar →Auto-add approved external appointments to Google Calendar →Update or delete a Google Calendar event →