To use Google Meet from Events, you must select the Activity Type as Google Meet.
Follow these steps to set up a meeting in Events with Google Meet:
- Go to the Main Menu
- Click Essentials
- Click Events. The Events List View screen is displayed
- Click + Add Event.
- Click the View Full Form button at the bottom of the Quick Create > Event window.
- Enter or select the following in the Event Details section -
- Name: Add the name of the event. Naming an event appropriately will help the participants identify the event easily in case they have a busy calendar
- Assigned To: Select the employee or the group the event is assigned to
- Start Date & Time: The date and time on which the event is being held
- End Date & Time: The date and time at which the event finishes
- Agenda: The schedule and/or the topic of the event
- Status: Select the status as planned
- Activity Type: Select Google Meet
- Priority: Set the priority for the event as required
- Enter Related To details
- Related To
- Contact Name
- Add details in the Description textbox: Add details about the event, including the agenda if available
- Add participants in the Invitees section. You can add participants by using the following -
- Type and Search: Enter the first three letters of an invitee’s name to display the invitee, and click on the name to select
- Click the Contact icon to display and select from the list of available contacts
- Click Save