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

Enable Google Meet automatically

Create online meeting details for eligible appointments according to Britixo's Google Meet defaults and connected Google account.

Audience: Staff who manage appointmentsFeature: Automatic Google MeetModule 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

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

How the module flow 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.

Step-by-step workflow

  1. Connect the responsible Google Calendar account.
  2. Enable the default Google Meet option.
  3. Configure related meeting defaults.
  4. Create or approve a test appointment.
  5. Verify the event and join link.

Important fields and decisions

Meet enabledRequests conference creation.
Connected Google accountAuthorises event and meeting creation.
Join linkParticipant URL returned by Google.
Appointment referenceConnects the meeting to the Britixo record.

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 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 MeetGoogle Calendarappointmentproviderinvoicepaymentcheckreportapprovalschedulingserviceavailabilityremindersfeedback
Configure Google Meet recording, waiting and reminder defaults →Send a Google Meet invitation →Auto-add approved external appointments to Google Calendar →Understand appointment data, public links and security boundaries →Appointments calendar integrations overview →Connect Google Calendar →Synchronise an appointment to Google Calendar →Update or delete a Google Calendar event →