Google Meet Integration

Google Meet Integration

Super admins and admins can configure this integration. Managers and staff will not have access to this information.

Google Meet is a video conferencing tool that enables users to have online meetings, share screens, and collaborate in real time. By integrating Google Meet, you can conduct your Zoho Bookings appointments virtually with just a few clicks.

 

Highlights of this feature: 

  • Automatically creates an online meeting when an appointment is booked

  • Sends meeting details to staff and customers

  • Updates meeting details when the appointment is rescheduled/canceled

Requirement:

      Google Calendar

Setup Google Meet integration

 To integrate Google Meet, follow the below steps.

  1. Enable Google Meet integration

  2. Choose services to create meeting

 

Step 1:  Enable Google Meet Integration

To enable Google Meet integration:
1. You must add your Google Calendar under calendar integration.
2. Add appointments to Google Calendar under Add Bookings to section.

Please note that if Google Calendar is connected, it will automatically link Google Meet. You only have to follow step 6 below.

  1. Click Integration in the menu bar.

  2. Choose Video Conferencing in the left pane.

  3. Select Google Meet under Tools Available section.

  4. Click Connect Google Meet. Click Configure Calendar in the following pop-up.

  5. This will redirect to Calendar integration page. Click +Add Calendar, log in to your Google account, and grant permission by selecting Allow.

  6. Choose a Google Calendar in the Add Bookings to section in the same calendar integration page. Click the edit icon against the Add Bookings to section and choose the required Google Calendar.

The integration will now be enabled.



Step 2: Choose services to create meeting

  1. Navigate to Integrations > Video Conferencing > Google Meet.

  2. Click the Configure tab.

  3. Under the Map services to Google Meet section, click Edit.

  4. Drag and drop the services to the box on the right for which the online meeting need to be created.

  5. Click Save.

Once the above setup is complete, a Google Meet meeting will be created whenever an appointment is booked for the services chosen.






How Staff can connect Google Meet? 

Once services are mapped to create Google Meet meeting, an email and in-product notification will be sent to all the assigned staff to connect their Google Calendar accounts.

 

All staff associated with a service that uses Google Meet must add their Google Calendar to Zoho Bookings. If Google Calendar is integrated, it will automatically link Google Meet.
Staff need to:

    • Add their Google Calendar under Calendar Connections 

    • Choose a Google Calendar to add their appointments under Add Bookings to section





By default, a meeting join link will be emailed to the staff and customer after the above setup. You can also edit these details of the email message under Services > Service Notifications > For Staff/For Customers > Customize (next to Booked or any option of your choice).

Because Google Meet only has a join link, only Meeting info and Meeting Joinlink variables returns a value in this case.




 

To disable the integration  

  1. Navigate to Integration > Video Conferencing.

  2. Click Google Meet and click the more icon in the top-right corner. Select Disable Integration.

 

This could be due to any of the below reasons. Please check.

  • If the Google Meet is not integrated correctly.
    Solution: Please check if you have added Google Calendar and added appointments to it.

  • If the service is not mapped.
    Solution: Map the services to create meeting link under Configure tab of Google Meet integration.

  • If the assigned staff has not added their Google Calendar account.
    Solution: All the staff assigned for service which uses Google Meet should add their Google Calendar and add appointments to it.

 

Why do I get a red visual cue/indicator? 

The red indicator is shown to intimate that some action has to be taken. Please check
  • If you have added Google Calendar under Calendar Accounts section

  • If you have added your appointments to Google Calendar under Add Bookings to section.


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