topic Re: Add message when booking a meeting in Sales Hub Tools

Add message when booking a meeting

NVejby — Wed, 21 Apr 2021 13:54:56 GMT

Hello

We're using the Hubspot Meetings tool quite a lot and it would be great if the client had the opportunity to add a message or a note when booking a meeting with us. This way we would actually have a way to prepare better for the meetings that are booked externally.

Alternatively it would be nice if the client could add a meeting topic.

Does anyone know if this is possible?

Thanks!

Re: Add message when booking a meeting

Crystal_Hopper — Wed, 21 Apr 2021 15:43:09 GMT

Hi @NVejby! My account does not have the paid version for Meetings. However, if you do you can add other contact properties, like Message (a default Hubspot field), or custom questions to your meetings form. Would these options work for you?

Re: Add message when booking a meeting

himanshurauthan — Thu, 22 Apr 2021 05:05:29 GMT

Hi @NVejby,

Yes, you can allow your clients to add a message/note or any other questions by adding/managing questions from the Form Questions section of the meeting, from sales > meetings > edit meeting.

Hope this helps!

Regards,

Re: Add message when booking a meeting

NVejby — Thu, 22 Apr 2021 07:35:36 GMT

Thank you both @Crystal_Hopper and @himanshurauthan! This is exactly what I was looking for 🙂