It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be able to make changes to the confirmation email that is sent when a meeting is scheduled.
The current text of the meeting reminder email is:
Hello,
This is a friendly reminder that we have a meeting booked on: 11 Jun 2018 17:20 EST
Thank you for all of your thorough ideas. I wanted to let this thread know that we are actively planning some improvements that we can make here based on your feedback. There are a lot of specific requests inside of the broad topic of customization. We won't be solving all of these requests at once, but we are excited to start! I'll keep this group updated with any beta plans.
Just leaving a note here to let you all know that we're still following this closely and are currently exploring some ways we can best solve this issue, so that we can plan the work in the future. I'll hold off on updating the status of this idea until we have something set in Planning.
Best,
Glen
Re: Customize Meeting Reminder Emails - changed to: Not Currently Planned
Wanted to share an update with every here to give some visibility in what the Meetings and Scheduling team is working on, where this problem/idea might fall in priority, and how we are currently thinking about solving it.
The team is currently in progress working on these 2 projects:
1. The ability to insert specific, clickable times into email
2. The ability for attendees to cancel and reschedule using the Meetings scheduling experience (idea here)
Once these projects are completed, we plan to make some big updates to the scheduling experience from a contact record in the CRM, which we plan should solve this problem and greatly expand the use-cases, flexibily, and convenience for scheduling 1-off meetings.
Following that project, we will be reassessing our major priorities, one of which will be the ability customize/personalize the automated experiences in Meetings. At this stage, we exploring the idea of including 'embedded automation' into Meetings. This would allow for us to leverage the power of Workflows automation to "build" customized flows of reminder emails and more. Beyond work in Meetings, this would also incorporate making meeting/scheduling data more accessible and useful in Workflows for a number of use-cases that we want to support and improve in the scheduling experience.
As we progress in our current priorities we will update here with more details on timing and plans.
Just wanted to provide an update here that this is still not currently planned this year, but we are continuing to follow this thread, and I will post here again once we are ready to begin reviewing to be prioritized for upcoming work.
Thanks everyone for your feedback and patience!
Re: Customize Meeting Reminder Emails - changed to: Not Currently Planned
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 Meeting, so we will watch this closely and I will make sure to update here periodically until we have a better idea for next steps.
I'd like to add the Zoom link Zoom creates for the meeting inside the email. I have so many people show up late because they need help finding link for Zoom.
@AEscobar30 you can do this already. If you enable the Zoom integration everyone on your zoom account will be able to add their unique Zoom meeting link to the calendar invite that goes out to those who book a meeting with you. You can even configure it to allow them to add others to the meeting. Hope that helps. DM me if you need more help.
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This is still an issue and would love to be added back to a roadmap. A generic email is so unprofessional to receive and I'm not sure how BRANDING wasn't considered an important design element in the development of this tool.
I confirm that it is truly a serious shortcoming and greatly limits communication. Moreover, in many cases, given the incorrect translation into Italian, it has created numerous misunderstandings about whether the meeting was online or in person.
You guys need to look at GReminders - Its got a good Hubspot integration and does ALL this stuff you are commenting about here. Email/SMS/Voice Reminders, Custom Templates, set the schedules (24 hours, 1 weekday, 1 hour, prior, etc...), include zoom/webex/google meet/ms teams links, any language, etc..... https://www.greminders.com/hubspot
What is the status of this idea @MParham ? Would like to have an update since it looks like there is a lot of interest and the idea went into planning and out of planning and back to planning? Can we expect to have customizing ability for these meeting confirmation and other transactional emails related to sales scheduling experiences?
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