topic Re: How to organize meeting with multiple clients in Sales Hub Tools

How to organize meeting with multiple clients

subinsammathew — Mon, 18 Oct 2021 10:03:38 GMT

Hi,

One of our client booked meeting using hubspot meeting link

and to the meeting need to add one of his member from his organization and i also need to include 2 of the hubspot users from my organization.

So i just went to the contact who booked the meeting and on action select edit and then on Attendees i add the 3 contacts , 2 from my organization and 1 additionl from client orgnization. and pressed save and update.

But non of them received email on the meeting other than the client who booked the meeting.

How to let others notified by email for the meeting.

Re: How to organize meeting with multiple clients

webdew — Tue, 19 Oct 2021 04:25:27 GMT

Hi @subinsammathew ,
Let me ask you, did you ladd the attendees here: https://prnt.sc/1woo92i ? If yes, this is to log the meeting that has already happened. To add more ppl to the meeting, you have to add them in the calendar. Like we use use google calendar, so once the meet reflects in our calendar, we edit it and add more attendees if have to.

Hope this helps!

If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regard.

Re: How to organize meeting with multiple clients

RWilliams1 — Fri, 07 Jan 2022 19:04:31 GMT

Adding additional attendees should be a built in feature, in my opinion. I encourgae you to upvote this Idea: https://community.hubspot.com/t5/HubSpot-Ideas/Let-Contacts-Invite-Others-when-Scheduling-a-Meeting-via-the/idi-p/434784

Re: How to organize meeting with multiple clients

RevivalTechRepr — Tue, 19 Jul 2022 01:40:50 GMT

So not even COVID made it worth adding the ability to do a group webinar type meeting link? That's pretty wild in my humble opinion... Please please, this is a must have for lead funnel webinar type sales! Thank you!

Re: How to organize meeting with multiple clients

DianaGomez — Tue, 19 Jul 2022 17:42:15 GMT

Hi @RevivalTechRepr hope you are doing well 🙂

I see you have already upvoted the idea, that's great as it will have a better chance of being implemented in the future.

I encourage you to follow the threat of the idea, so you can receive status updates.

Best regards,

Diana

Re: How to organize meeting with multiple clients

BCarew — Fri, 03 Mar 2023 19:30:24 GMT

Re: How to organize meeting with multiple clients

karstenkoehler — Thu, 09 Nov 2023 19:08:48 GMT

Hi @subinsammathew,

I have good news for you which will help with a part of what you're trying to solve.

[Public Beta] Add Guests to Meetings via Scheduling Pages

Nov 9, 2023

What is it?

Today, users are lacking a way for prospects to include additional attendees on the meeting invite when booking time on a scheduling page. Now, users will have the ability to turn on a feature within their scheduling pages to allow prospects to add additional guests to the meeting. Prospects can include up to 10 additional guests. These guests will receive a calendar invite for the meeting that was just booked.

Why does it matter?

This feature gives the ability for prospects filling out a scheduling page to add additional guests/attendees to a meeting link when they are in the process of booking the meeting.

How does it work?

Reps can turn on this new feature by navigating to the Form tab on a scheduling page and turning on "allow guests". This will allow prospects that book time on this scheduling page to add up to 10 additional guests that will all receive a calendar invite once the meeting is booked.

Once this feature is turned on, prospects that book time on a scheduling page that allows guests to be added will see a new field in the meeting booking form. Prospects can add up to 10 additional guests to the meeting they are actively booking by adding the guests' email addresses in the provided field. An email must be valid for it to be included.

By including emails for guests, the prospect is agreeing to HubSpot's Privacy Policy for how HubSpot will store and use that data.

The meeting activity in the timeline will inform the rep of any guests that were added to the meeting via the booking form. They will also see these guests on their connected calendar, if applicable.

Who gets it?

All hubs and tiers

Learn More:

Join the discussion on our Community

You can find this beta here:

Have a great day!