Scheduling calls on Google Meet (Expert)

As an expert, there are two instances when you would need to schedule a video call with your client or potential client. 

1. To understand a client's brief better. For this instance, there is a Schedule a meeting button on the top right side of the brief (full view).    
2. While collaborating with a client on a project. For this instance, there is a Schedule a meeting button on the top left side of the project collaboration page.  

Once you click the Schedule a meeting button, a dialog box will open up with a form that allows you to create a video conference call on Google Meet. In the case of a brief, the call will be a 1:1 with the client who posted the brief. On the project collaboration page, you would have the option to choose the participants on the call from the list of participants collaborating on the project.  

In this article, we will show you an example of using Google Meet from the project collaboration page. The workflow to schedule Google Meet from the brief page is similar.   

Linking your Google account with InsightGig   

Before you can start scheduling video conference calls from inside the InsightGig account, you need to link your InsightGig account with your Google account. Essentially, you are giving permission to InsightGig software to access and create meetings in your Google account. This is a one time activity. Lets see how this can be done. 

• When you click the Schedule a meeting button without a link to the Google account, you will see this dialog box.  Click on Schedule in Google Calendar link to proceed further. 

• You will see this screen with a Sign in with Google button. Click on it to proceed further. 
• You will be directed to Sign in with Google. The screen will look like this (looks familiar?!). 

• Proceed to choose the account and sign in with Google. You will need to give permission to InsightGig to view and edit your calendars on Google by pressing the Continue button on this screen. 
• And that's it! You are ready to schedule calls on Google Meet seamlessly from within the InsightGig platform. Lets see how that is done.    

Scheduling Google Meet

When you click the Schedule a meeting button after the one-time linking process, you will see a pop-up window with a form. 

You need to fill the following information. 

• Title: The title you want to give for the meeting. This will correspond to the title field of the meeting on  Google calendar. Simple enough!  
• Description: The description of the meeting's objective. This will correspond to the description field of the meeting on the Google calendar. 
• Starting date & time: The starting date & time of your meeting. 
• Ending date & time: The ending date & time of your meeting. 
• Collaborators: If you click the Schedule a meeting button on the project collaboration page, you will see this additional field. You can choose which of the collaborators should be part of the meeting. This field will not be visible when you click the Schedule a meeting button on the brief.   

Once you fill up al the fields, the Create meeting button will activate. Click on it and you are done! You will see a temporary message just below the Schedule a meeting button indicating that the meeting has been scheduled.