HubSpot Ideas

hroberts

Meeting reminder emails for meetings booked through the CRM

While the Meetings tool offers the ability to send contacts reminder emails for meetings they book with the user, there is currently nowhere to configure reminder emails for meetings that are booked directly through the CRM by the user.

From @SamanthaH :
"We really need meeting reminders to be able to be configured for meetings booked within the HS sales platform itself (e.g. on a contact record). This is used more commonly by our sales team as we also need to record the meeting "type" at the time of booking, and currently the meetings "link" doesn't seem to offer that configuration. I don't see an option for reminders on meetings booked this way - please advise. "

63 Comentários
SSagstetter
Membro

I just asked for these feature at the support.

i´m wondering that is not possible to change the mail.

Absolutely necessary!

 

Looking foward to this function 🙂

Sophie

HWerntz
Participante

Is the date of the idea submission really 2019?! Come on, Hubspot!

GStarley
Membro

Came across this whilst trying to find how to view the reminder emails sent via the meetings tool. But yes this is defnitely needed - we've had to change our user behaviour to get our team to book using the meeting link rather than through the contact record which is a pain, and inefficient for them. Any news on this one? And the abilty to include the tie of the meeting in a text? Currently we can only schedule a text to say you're booked today / tomorrow but can't include the time of the meeting, which would be so much better for the customer.