Account & Settings

ghitesh11
Participant

Ability to view other calendars when scheduling meetings (via record page, not scheduling page)

SOLVE

Hey there,

 

Using O365 if that helps.

 

We've connected our calendars but I'm hoping to book group meetings (internal partipants may vary) from the deal/ticket page so it logs against that record rather than going via Outlook and having to manually associcate it after.

 

Is it possible to see the other person's calendar while I'm booking and how? Ideally, we'd avoid having to search outlook calendar for a convenient time before booking it.

 

Thanks!

1 Accepted solution
BérangèreL
Solution
Community Manager
Community Manager

Ability to view other calendars when scheduling meetings (via record page, not scheduling page)

SOLVE

Hi @Steffi-Bowles, I hope that you are well!

Thanks for reaching out to the HubSpot Community!

So, currently, HubSpot's Meetings scheduling tool only displays your own calendar events, even when booking from a CRM record.

There's not yet native support within HubSpot to view a colleague's full calendar (such as busy/free times or specific events) directly in the scheduling window when you’re creating a meeting on their behalf .
 

If you have the appropriate permissions, you can book a meeting for a colleague from a Contact, Company, or Deal record.
However, the calendar view for scheduling shows only your connected calendar, not your colleague’s. It cannot show another user's Outlook or Google calendar availability inside HubSpot.

At the moment, to confirm whether your colleague is free and avoid double-booking, you’ll need to check their calendar externally (e.g., in Outlook or Google Calendar) before scheduling via HubSpot.

I’ve noticed a similar idea already present in our Ideas Forum: View Calendar Details When Booking On Behalf of Other Users. To contribute, you can upvote the existing idea and share more details about your specific use case in the comments.

I have added my upvote to the Idea, I hope it helps!

Have a lovely day! 🌞
Bérangère





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0 Upvotes
5 Replies 5
Steffi-Bowles
Participant

Ability to view other calendars when scheduling meetings (via record page, not scheduling page)

SOLVE

I know this is an older post, but is there a fix for this? Currently having this issue too! The group scheduler does not associate it to records when internal users only are attending, nor can I pick and choose which attendees are invited - however, creating the meeting from the deal/company page does not allow to view all internal users' calendars.

0 Upvotes
BérangèreL
Solution
Community Manager
Community Manager

Ability to view other calendars when scheduling meetings (via record page, not scheduling page)

SOLVE

Hi @Steffi-Bowles, I hope that you are well!

Thanks for reaching out to the HubSpot Community!

So, currently, HubSpot's Meetings scheduling tool only displays your own calendar events, even when booking from a CRM record.

There's not yet native support within HubSpot to view a colleague's full calendar (such as busy/free times or specific events) directly in the scheduling window when you’re creating a meeting on their behalf .
 

If you have the appropriate permissions, you can book a meeting for a colleague from a Contact, Company, or Deal record.
However, the calendar view for scheduling shows only your connected calendar, not your colleague’s. It cannot show another user's Outlook or Google calendar availability inside HubSpot.

At the moment, to confirm whether your colleague is free and avoid double-booking, you’ll need to check their calendar externally (e.g., in Outlook or Google Calendar) before scheduling via HubSpot.

I’ve noticed a similar idea already present in our Ideas Forum: View Calendar Details When Booking On Behalf of Other Users. To contribute, you can upvote the existing idea and share more details about your specific use case in the comments.

I have added my upvote to the Idea, I hope it helps!

Have a lovely day! 🌞
Bérangère





loop


Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.

Learn More




0 Upvotes
Steffi-Bowles
Participant

Ability to view other calendars when scheduling meetings (via record page, not scheduling page)

SOLVE

Hi Bérangère,

 

Thank you so much for your quick reply! That clears up a lot, I appreciate the explanation. I will upvote the idea you linked!

 

Have a lovely day too!

Steffi

BérangèreL
Community Manager
Community Manager

Ability to view other calendars when scheduling meetings (via record page, not scheduling page)

SOLVE

Hi @ghitesh11, I hope that you are keeping well!

Great question, thanks for asking!

I found for you the solution from @Josh on this similar post "View Team members calendar" that might help you.

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you and have a lovely day!

Best,
Bérangère





loop


Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.

Learn More




ghitesh11
Participant

Ability to view other calendars when scheduling meetings (via record page, not scheduling page)

SOLVE

Hey Bérangère,

 

Thanks for getting back!

I did see that post earlier, so that's to create a scheduling page for clients to book in with us rather than us logging it.

 

I was hoping to be able to see my colleague's calendar when booking it in myself from the record page (screenshot below) rather than switching to outlook to confirm availability.

 

So this calendar view below would have my colleague's events visible too so I don't create a conflicting meeting.

 

ghitesh11_0-1700824029783.png


Hope that makes sense but let me know if not and I could have another go at explaining.