Meeting Links to include multiple external attendees
We currently use the Team/Group option for allowing our prospects to schedule sales demos with multiple internal employees. Often there is an external party (not an employee or HubSpot user) we would like to include in the meeting or our prospects want to include other attendees (typically co-workers or their own consultants) of their own. We don't need to see their availability but I would like a way to CC the invite to them. Ideally, I would like to add an optional CC address on the meeting configuration and we could optionally receive additional CC addresses via the meeting registration form.
This would eliminate some administrative work on my part and improve our communication/coordination. Currently, we have to keep an eye on meeting invites and add these additional attendees manually.
If you think this would benefit you, please vote for this idea!
@JHinckley you can follow the steps in this KB article to join betas in HubSpot! Once enrolled in the public beta for Add Guests to Meetings via Scheduling Pages, you can turn on this new feature by navigating to the Form tab on any of your scheduling pages and turning on Allow guests.
Thank you all for your feedback. This went into Public Beta today if you would like to check it out early! The ability to allow guests when booking a meeting through a scheduling page is available to be turned on for any of your meetings links. Let us know if you have any early feedback on this feature!
Thanks for sharing these comments and ideas. We'll be reviewing this idea in the coming weeks to get a better understanding for what the technical lift would be to include such a feature. Should there be a potential 'quick win' then we may be able to project a timeline and update this idea to 'In planning' but should there be some complications, or we do not have the capacity to pick this work up this year, then we will update to 'Not currently planned' and assess where it will fall on our priorities in 2022.
Some additional thoughts:
- As it was mentioned, we will not be able to check availability of contacts that are not on your team, so these meetings could be booked over their existing availability
- This would most likely be a feature add to the 'Group' meeting type.
- We will be reviewing this feature as part of a broader theme of work that we are currently reviewing to improve the flexibility and use-cases for scheduling across HubSpot
I hope this context is helpful, thanks again for your ideas and feedback!