ERIX CRMNewGuide
Google Calendar and Meet bookings
Customers pick a free slot, and the meeting appears on your Google Calendar with a Meet link. You set it up once.
Sharma Realty
Book a site visit
30 minutes · at the project site
Times in India Standard Time
Booked: Sat 31 Oct, 11:30 am IST.We'll send a WhatsApp reminder before your visit.
Appointments · Upcoming
Meera Iyer
Site visit · Fri 30 Oct, 10:00 am
Rohan Mehta Confirmed
Site visit · Sat 31 Oct, 11:30 am
On your Google Calendar
How it works
- 1
Go to Connect → Apps → Google (Meet / Calendar) and click Connect. An owner or admin signs in with Google and allows access.
- 2
Open Appointment types → New appointment type. Add a title and the length, and keep Google Meet as the location.
- 3
Open Availability → Edit hours to set your weekly hours, the gap between meetings and your time zone (India by default).
- 4
Copy your booking link from Availability and share it on WhatsApp or on your website.
What ERIX can see
ERIX asks Google for two things: to create and update the events it books, and to see when you're busy. It doesn't read what your other events are about. Busy times on your main calendar are left out of your booking page, so nobody books over them.
What happens when someone books
A booking with Google Meet as the location goes on your main Google Calendar with a Meet link, and the customer is added as a guest. They see a Join on Google Meet button straight away. Cancelling removes the event and rescheduling moves it. Phone and in-person bookings are saved in ERIX without a calendar event.
Send your own confirmation
ERIX doesn't send a confirmation message on its own yet. Build one in ERIX Flow: start an automation on Meeting booked and send a WhatsApp template.
Booking on your website
The Share tab of an appointment type gives you code to add booking to your site as a popup, a full page or a slide-in panel.
If Google can't be reached
The booking is still saved, just without a Meet link, so you never lose one. Check connection on the Google page's Settings tells you if something needs fixing.
Questions
More on ERIX CRM
- FeatureContacts and pipeline for Indian SMBsEvery enquiry on one board, so you always know who is new, who has visited and who is ready to pay, without a notebook or an Excel sheet.
- FeatureAutomations on your CRMAutomations that react to your pipeline live in ERIX Flow. They start when something happens in your CRM and act on the same contact.
- Use caseERIX for real estate agents and buildersBuilt for how property is sold in India: enquiries at night, site visits at the weekend, follow-ups on WhatsApp and a token amount at the end.
- Use caseERIX for clinics and healthcare practicesPatients ask on WhatsApp, book from a link and expect a reminder. ERIX handles the routine and leaves anything medical to your team.