I dont want to send meeting notifications to users

Liher
Member

Hi comunity,

 

I want to change the meeting notifications wile I schedule a meeting. The point is not to send mails to the users if I schedule a meeting with them in a deal.

 

I add that I want to keep the notification to rthe hubspot howner, just want to delete the notification to the user linked to the meeting/deal.

 

Best regards

Liher Romero

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6 Replies 6
jennysowyrda
Community Manager

Hi @Liher

 

Can you please clarify where in the portal you are looking to edit the email reminder? Is this a reminder email from the meetings notification, or something else? 

 

The more screenshots and detail you can provide, the better we can advise on next steps. 

 

Thank you,

Jenny


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Daz
Participant

Hi,

 

I have a similar issue. When scheduling an appointment inside of a deal, I would like the option to not send an invite to them. Preferably I would like this set as default.

I want to use the scheduling feature to book actions for myself, such as a site visit, but dont want to bug the contact about it.

 

Thanks

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jennysowyrda
Community Manager

Hey @Daz

 

The invite won't go out if you remove the contact from the "add an attendee" section of the 'schedule' tab. 

 

Screen Shot 2018-04-09 at 11.51.01 AM.png

 

If you are working in a different part of the tool, please send along additional information and screenshots. 

 

Thank you,
Jenny


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Daz
Participant

Thanks @jennysowyrda

 

Thats perfect, I can now add the scheduled task without sending a meeting request to the client.

 

Cheers

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joelvc
Member

Thanks.

If you don't attach it to a user, then it won't show up on the user profile. Is that right?

What I am interested in is to place a meeting on my calendar and in the client's profile but not send a notification. Is this possible?

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jennysowyrda
Community Manager

Hi @joelvc,

 

You can log the meeting on your calendar externally and then log an activity on the contact's timeline (type: meeting), which will update their record without creating a meeting invite.

 

Thank you,

Jenny


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