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!
Thank you for all of your feedback. This is now live to all, so I am changing the status to delivered.
I see recent feedback from some of our beta testers with requests that we automatically create contacts in HubSpot when a prospect provides guest emails during booking. At this time, the meetings tool will only automatically create contacts for those that are the ones actually booking the meeting. Any additional guests that are added can be seen from the meeting engagement in the contact's timeline, in the booking email notification that a rep receives when someone books time with then, and in the calendar event on your external calendar if you want to manually create contacts for these email addresses that were provided to you. Please continue to share your feedback on this and I will continue to monitor this thread as the team considers any future enhancements that we might make to this flow in the future, including the potential to make creating contacts for additional guests easier.
@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!
This would be very helpful! We use the meetings tool all the time and often our clients have more than one person that they want on the call. Allowing multiple people to register would be big plus for sure.
As many have mentioned, this has been open for about 5 years and has been "under review" since 2021. This feature is one of the most essential features of any calendar meeting booking function that other suppliers have. Many users here talk about removing other tools like Calendly to save money and be MORE dedicated to the Hubspot framework - which I imagine is a win/win all around. Other features that I have seen pop up in HubSpot probably require more dev and provide less benefit for the ecosystem of the company that is built for CRM, Sales, Meetings, etc than this request. Not sure if there is a strategic reason to ignore this enhancement for now, but any update would be very helpful.
Any update on this feature? As others have mentioned this makes HubSpot's meeting link functionality lesser than competitors since we are not able to add multiple invitees at the initial booking.
Any update for this feature request? This would be very helpful. Currently this is availalbe in Calendly and my team uses it often. I would perfer to use Hubspot for my meetings but the lack of this feature is almost a deal breaker.
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!
@MParham I see your notice that this has now been activated and in BETA. This is great news - however, I am not seeing where this feature can be turned on or triggered. Can you provide a process document or video link to show how this feature can be activated, please?
@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.
@MParham Awesome work by you and HubSpot product team! I love how thoughtfully this was executed. It's an important feature and therefore an important one to get right. Great to see this built into HubSpot now. Thank you 🎉
Hi, I have a question about the Beta. Is there a way to choose/control if the guests are added as new contacts when using this? We want to be able to choose who is created as a contact and fear it just automatically creates a bunch of contacts we don't need to track.
Why would you not want the contact information? Or want to track that? Not saying you should “have to”, but doesn’t make a whole lot of sense to me to NOT want to have that contact information. Especially if my current contact deems that contact important enough to join our meeting. Good chance that the person they are asking to join is the actual decision maker…just sayin’.
