Add a meeting link or issue a Google Meet link

Overview#

Save the meeting URL in the activity's Meeting link field. Bookmi detects the service from the URL, and you can join from the activity or the activity list with one click. For a meeting without a link, issue a Google Meet link from your own Google Calendar; the event is added to your calendar at the same time.

What it does and does not do#

• It does: save a Google Meet, Zoom, Teams or other URL; detect the service; issue a Google Meet link (and add the event to your own Google Calendar); show the meeting link on the linked calendar entry too; update or delete the Google event when the activity is rescheduled or cancelled.
• It does not: create Zoom or Teams links (create those in each tool and paste them), send a Google invitation to the customer, or issue a link through another member's Google Calendar connection.

Steps#

Paste a URL#

1. Click Add Activity in Activity Management, or Edit on the activity.
2. Set the category to Meeting, Demo or Other to show the Meeting link field.
3. Paste the URL and save. The hint below the field reminds you that you can leave it empty and issue a Google Meet link from the activity later.

Issue a Google Meet link#

1. First connect your own Google Calendar under Settings → Google Calendar.
2. Open an activity whose category is Meeting or Demo, with a date and time and no meeting link.
3. Click Issue Google Meet link on the Meeting link row of Activity information.
4. A confirmation appears and the link is filled in.

On the screen#

• Service detection: meet.google.com is Google Meet, zoom.us and zoom.com are Zoom, teams.microsoft.com and teams.live.com are Teams; anything else shows as Web会議 (web meeting).
• The calendar event: the title is the subject, it starts at the activity date and time and ends after the duration (60 minutes if empty), and the activity contact's email is added as a guest.
• If the activity is already linked to a Google Calendar event, the meeting is added to that event instead of creating a second one.
• Rescheduling and cancelling: when you change the date, duration, subject, location, contact and so on of an activity with a Google Meet link, the Google Calendar event is updated too, and the Meet link stays the same. If you change the contact, the old contact is removed from the guests and the new one is added (guests added by hand in Google stay). Cancelling or deleting the activity deletes the Google event (the meeting link stays on the activity as a record).
• Updates and deletions use the activity owner's Google Calendar connection. If the owner is not connected, the Google event is not updated (the activity is saved as usual).
• Activity list: activities with a meeting link show the link under the subject.
• Remove a link: Edit, clear Meeting link and save.

FAQ#

• I do not see Issue Google Meet link: you have not connected your own Google Calendar, the category is not Meeting or Demo (for Other, paste a URL), or there is already a link.
• It says to set the activity date and time first: add a date and time to the activity and try again.
• It says the Google Meet link could not be issued because Meet may be disabled in Google Workspace: ask your company's Google admin to check the Meet settings. The activity has not been changed.
• The customer did not get a Google invitation: that is by design. Let them know with Create invitation email ("Send a meeting invitation email").
• I changed the activity's date. What happens to the Google event? It moves to the new date and time. Google does not notify the customer, though, so let them know again with Create invitation email.
• Can it create Zoom links? No. Create Zoom or Teams meetings in those tools and paste the URL.