Customize Meeting Reminder & Meeting Booked Emails

DiegoPI

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

I look forward to meeting with you,
HubSpot updates
3 weeks ago

Hi Community,

 

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
Sep 19, 2021

Hi Community!

 

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. 

Oct 5, 2020

Hi Community,

 

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
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 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.

 

Best,

Glen

211 Replies
Math
Member

would be nice!

LifeCovered
Participant

HubSpot you can do better

 

Replacing my brand with the HubSpot brand (just randomly out of the blue) is an absolute conflict and has already resulted in cancelled meetings. Customers get confused when the HB brand appears, where as my own logo has been consistent all the way through. I'm in life insurance and trust means everything.

 

To the average consumer, the HubSpot brand means nothing.

alexandran
Member

I agree that this would be very helpful to keep on brand and the current email does not provide enough information. We'd like to include our company name and contact info, a brief message, and the Zoom/call-in info. The booking email should be as informative as the calendar entry if possible.

 

I tried to work around this issue by creating a workflow to run when a meeting is booked, but the personalization token "Last Meeting Booked" provides only the last meeting date and not the time (even though the time is listed in the Last Meeting Booked contact field). 

TiSu
Participant

We absolutly need a custom email confirmation for meetings. Please.

jamabryan
Participant

Yes, we need this ability!!

danfarnesi
Member

I agree!

shanecarey
Member

This is vital to driving a higher meeting rate then we are currently getting.  It seems like this would benefit all of your customers and not just the ones asking for this feature.

I would like to include in the reminder a link to the actual zoom meeting that's scheduled.

ryan_liu
Member

This is so important, can't wait!

rcobbett
Participant

Our clients are making us setup acuity scheduling until this gets sorted as their meeting requesters are being confused by meeting and not call

LIonel10
Contributor

@rcobbett same here we now use Acuity for our scheduling, the inability to stop Google sending out it's own confirmation emails was a nightmare, Google allows clients to reschedule which we do not!  

eternevaadmin
Member

Same here. Really, really need this functionality as soon as possible =\ 

nickmartin
Member

How can this not be a standard feature of HubSpot? I'm blown away that it would take this long for something as simple as this to be implemented? More and more I see how HubSpot is trying to do EVERYTHING but failing to do ANYTHING well. You are spreading yourselves too thin.

 

How can we not be able to send an email reminder for a meeting booked in THE CONTACTS booked time? Unbelievable. 

TiSu
Participant

Any news on this ?

DY
Member

Totally agree! I coordinate calls for our Sales team and host those meeting links on my account. This could make it confusing for the prospects, due to the wording of the reminder making it look like the call is with me.

granthensel
Member

This would be very helpful for us!

philippehuot
Member

Same here. We definitely need more control over what gets sent out when a prospect books a meeting. We have had our fair share of prospects missing meetings recently because they were expecting to see the meeting link in the booking confirmation email. 

ShiraBizCoach
Member

Agree. This is an important functionality we should be able to manipulate for a better client experience.

cleoiggy
Member

I personally don't think the option with no advertising should be locked behind a paywall. It gives such a bad first impression. 

I also think it's kind of crazy how you can't customise the confirmation email in anyway - even if you do pay. 

JeremyPSE
Member

Let's gooooo Hubspot - we need this feature. Calendly just built a Hubspot Integration and they let you customize emails...

OliverJD
Participant

this would be super helpful!