Connecting to Google Meet

Overview 

CoachVantage is excited to announce a new integration — you can now use Google Meet as one of your meeting locations!

With Google Meet, you can host secure, high-quality video meetings directly from your CoachVantage appointments, making it easy to connect with clients from anywhere.

Before you can select Google Meet as a meeting location, you’ll need to integrate your Google Calendar with CoachVantage. Go to My Settings > Integrations to connect your Google Calendar (make sure to disconnect any existing calendar first).

Not sure how to connect your Google Calendar? Check out our Help Centre guide: Connecting Your External Calendar.

How to Use Google Meet 🎥

Once you've finished connecting your external calendar, under the Integrations tab of the My Settings section, you will see this:

Now, when you want to use Google Meet as the meeting location, you will be able to do so in the following ways: 

• For appointments / Sessions
• For 1:1 coaching programs
• For group coaching programs

For Appointments / Sessions

To set an appointment meeting location to Google Meet:

1. Click on Calendar on the left-hand menu.
2. Select the green Add button on the top right of your screen.
3. Choose your Appointment Type (Individual Client or Group Program).
4. Fill out the relevant information.
5. Under Location, pick Google Meet as the meeting location.
    

For 1:1 Coaching Programs

To set an 1:1 coaching program meeting location to Google Meet:

1. Click on 1:1 Programs on the left-hand menu.
2. Select Create New Program or click on an already created Program Card.
3. In the task bar, under Program Information, set a Program Location. 
4. Pick Google Meet as the meeting location.
5. Once you set the meeting location to Google Meeting, remember to scroll down and select Next to save your changes. 

For Group Coaching Programs

To set a session meeting location to Google Meet:

Either follow the steps outlined above For Appointments and under Appointment Type select Group Program 

OR 

1. From your Dashboard, click Group Coaching on the left-hand menu.
2. Click on Manage Group Engagement.
3. Click on Sessions on the left-hand menu.
4. Select Add New Appointment.
5. Fill out the relevant information.
6. Under Location, pick Google Meet as the meeting location.
7. Scroll down and press Save.