Allow contacts/attendees to Cancel & Reschedule events using Meetings

taylorfriss

Contacts are double booking without canceling their previous meeting! It would be great if they got a HubSpot confirmation email with a reschedule button on it, or if the Contact already has a meeting book, the Meetings page recognizes it and presents an option to reschedule or cancel old meeting. 

HubSpot updates
Status updated to: Delivered
Dec 10, 2021

Hi Community,

 

I'm excited to announce that this functionality is now Live for all accounts at all tiers. We plan to follow-up with some additional features and fixes to this in the near future, including a function that will allow attendees to share why they needed to cancel or reschedule a meeting. 

 

Best,

Glen

Status updated to: In Beta
Oct 5, 2021

Hi Community! 

 

Thank you all for your patience and feedback in getting this feature to the top of our list! I'm happy to announce today that we now have a beta for this feature ready for folks to get access! You can reach out to your success point of contact at HubSpot and we'll get you in within 24 hours!

 

Some details:

This feature will allow attendees that scheduled a meeting to reschedule or cancel a meeting. Our goal in introducing this feature is to prevent you and your team from showing up to a no-show, and encourage your contacts/attendees to keep their meeting on the books! Reschedule and Cancel links will be available in the event as a raw URL. We did this rather than linked text due to an issue with the Microsoft Outlook API, that causes linked text to break occassionally.

 

When a meeting is cancelled, the event persists in the calendar, with the added text of 'Canceled' and both attendee and organizer status will be updated to 'Not attending'. The meeting event outcome in HubSpot will be updated to 'Canceled'. This was done to allow for the tracking & reporting of meetings that have been cancelled via the HubSpot CRM.

 

When a meeting is rescheduled, the calendar event is moved to the updated date and time. Email updates will go out to the attendees of the meeting with the new date and time. This was done to prevent duplicates. Below are some images of this functionality:

 

glencornell_0-1633443070548.png

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glencornell_2-1633443159256.png

 

Re: Reschedule Meetings Feature - changed to: In Planning
Sep 19, 2021

Hi Community,

 

Just a quick update here that we are very close to a beta for this functionality. Our plans would allow for reschedule links in the confirmaion emails, and the description of the calendar event. Attendees would have the ability to Cancel or Reschedule a meeting.

 

When cancelled, the meeting title would update with the word CANCELED at the beginning, and the outcome of the Meeting event in HubSpot would update to 'Canceled'. 

 

When reschedule, an attendee scheduling a meeting would be brought to the Meeting scheduling page flow to choose a new time. Once a new time is selected, the original calendar event will update to the newly selected date. 

 

We are testing this functionality this week, and plan to release this as a public beta as soon as the feature passes all tests. Thanks again for your patience and excitement as we develop this feature

Re: Reschedule Meetings Feature - changed to: In Planning
Aug 19, 2021

Hi Communty! 

 

Thank you all for the feedback, and I apologize for the long wait you all have had to take for this feature. We are in development on new functionality that will allow attendees to cancel or reschedule meetings that they have booked through the Meetings tool. This will include buttons/links in the confirmation/reminder emails and the description within the calendar invite to let an attendee cancel or reschedule a meeting.

 

When a meeting is cancelled, the calendar event will update to reflect that the meeting has been cancelled and the 'Meeting outcome' of the event in HubSpot will update to 'Cancelled'

 

When an attendee chooses to reschedule a meeting, an attendee will be brought to the same booking flow to schedule a new time. The original calendar event will update to reflect the new time that has been selected. 

 

We plan to have a beta ready for testing in the next 2-4 weeks. I will update this page once we have news!

 

Best,

Glen

Re: Reschedule Meetings Feature - changed to: Not Currently Planned
Apr 27, 2020

Hi Communnity,

Thank you all for sharing your feedback!

For transparency I am updating this issue from "In Planning" to "Not Currently Planned" because we wont be able to get to this in the next quarter. This is one of the top ideas in Meetings and will be a top priority for Meetings in the future. I will update here once we are able to reprioritize this work for development.

 

Best,

Glen

Re: Reschedule Meetings Feature - changed to: In Planning
Apr 25, 2019

Plans change, things come up, for you and your contacts. Without the ability for your contacts to reschedule, they will often no-show, cancel, or use your Meeting link to re-book. We plan to add a feature to Meetings to allow contacts to reschedule a meeting. This is not yet in development, but on our product roadmap for Meetings.

134 Replies
TaylorWells
Member

Love how the Meeting tools integrates well into everything but more features like a rescheduling option would be great. 

TroyDean
Participant

Pleeeeeeeease beautiful HubSpot people can you build this for us?

 

Please? Pretty please?

HubSpotMaster
Key Advisor | Platinum Partner

@glencornell Are there any updates here? It's been since Q2 of 2020 since the last update from the Hubspot team. Greatly appreciate it!

MAmzallag
Member

this one is really needed. it makes it a nightmware to switch from Calendly because of this missing.

KHegg
Member

We're trying to dump ScheduleOnce in favor of Hubspot, but it's a huge missing to not have an easy way for a prospect to reschedule or cancel their upcoming call and have it update the existing meeting status in their record as canceled or rescheduled. Right now I'm trying to put together an elaborate workaround with zapier and workflows and it's a total pain.

JSimone3
Member

Yes, this is a very much needed feature.

andrulobruzzo
Participant

I need this feature a lot. 

hiperfin
Member

It's now Q2-2021, any update at all on this? We can't migrate from Calendly until this feature is launched.

MWeinerts
Participant

Rescheduling is a must have feature for meetings - customers do not show up or double their meetings and all got messy

TroyDean
Participant

Me too @KHegg and it's a massive pain. I can get Zapier to delay until an hour before the call but if it gets rescheduled, I'm toast.

reycepeda
Participant

How is this still not a feature? Seems like a no-brainer for appointments. 

CUrsu1
Contributor | Diamond Partner

Still no good news @glencornell ?? A year went past since the last update from the Hubspot product team. This is a feature badly needed, clients are asking for this every day and still using Calendly because the Hubspot meeting tool is so limted in functionality. 

PurelyHRCait
Member

Any updates on this? We have so many noshows and rescheduling without cancelling that would be avoided if they could reschedule without re-booking! We love HubSpot but this is such a key feature that is missing.

HubSpotMaster
Key Advisor | Platinum Partner

@taylorfriss Are there any updates here on the status of rescheduling meetings on the roadmap? It's been over a year and multiple upvotes / comments since the last update in April of 2020

BCousin1
Participant

Any update on this for 2021?

MTimm
Member

Is this feature still not planned? We are running into a lot of problems with our clients not being able to reschedule, so they just book another meeting. 

KZabik
Member

This is a huge issue for us. I have been pushing my team to switch from Calendly to Hubspot and I can't in good faith keep pushing until this exists. It's a huge issue with client interaction with us.

JLegate0
Member

Any update to the scheduling on this? 

LJongen
Member

We would love to see this idea implemented as well

MktgTeamARYA
Member

We all look forward to this very useful feature, finalize the project, thank you very much HubSpot team 🙂