Meetings - Scheduler: Add internal team members to meetings
SOLVE
I understand that you can create "Group" meeting schedulers, and that is good. However, there are members of my team that are not part of the SalesHub that I often want to include on various "meetings" that I schedule with clients and prospects.
I use the "Suggested Times" option for the email meeting tool and it would be super helpful if we could add "internal" cc'd individuals or other members that are part of our HubSpot to that invite vs having to add them to the SALESHUB.
Two primary reasons why adding these members to the SalesHub makes zero sense is: (1) They do not NEED to be part of the SalesHub and will not be taking advantage of any of the other tools provided, (2) that provides too much access to items that those individuals either do not need to see, could potentially mess up, etc.
Allowing us to be able to add ANY HubSpot user to a meeting that we schedule makes most sense vs having to have us remember to forward that invite once scheduled. HubSpot has already made it so that when an external user is using a meeting scheduler, they can add CC'd individuals. I am essentially asking for that same feature to be avilable on our end as well.
Hope that makes sense - seems like a fairly straight forward request and simple to implement(?). Granted I am not a developer, I just employ them lol!
Meetings - Scheduler: Add internal team members to meetings
SOLVE
Hi @JHinckley, this is a really great idea and with the suggested times feature being new, I think it would be really helpful feedback for the product team to hear.
The functionality you want is already there in the Meeting Schedule tool, you are able to add any internal user as an attendee when you schedule the meeting:
I don't see this functionality for adding additional attendees with the option to propose times.
On the note of proposed times, IF you were able to add them as attendees, I don't think it could check their calendars in addition to yours without them having sales seats.
You can share your feedback with the HubSpot Product Managers in the Ideas Discussion, if you share a link to your idea in this thread I'd be happy to upvote!
If my reply answered your question please mark it as a solution to make it easier for others to find.
Meetings - Scheduler: Add internal team members to meetings
SOLVE
Hi @JHinckley, this is a really great idea and with the suggested times feature being new, I think it would be really helpful feedback for the product team to hear.
The functionality you want is already there in the Meeting Schedule tool, you are able to add any internal user as an attendee when you schedule the meeting:
I don't see this functionality for adding additional attendees with the option to propose times.
On the note of proposed times, IF you were able to add them as attendees, I don't think it could check their calendars in addition to yours without them having sales seats.
You can share your feedback with the HubSpot Product Managers in the Ideas Discussion, if you share a link to your idea in this thread I'd be happy to upvote!
If my reply answered your question please mark it as a solution to make it easier for others to find.
Meetings - Scheduler: Add internal team members to meetings
SOLVE
Sorry @PHalverson4 I didn't go all the way back and read the original post where they were looking for non-group meetings 🤦🏼♀️
The screenshot I shared originally is on the contact or company record once the meeting is scheduled, you can manually add additional internal attendees to those meetings. There isn't a way to do this from the scheduling tool directly without it being a group meeting (which requires all paid seats for all attending) and why the OP was looking for an alternate solution.
If my reply answered your question please mark it as a solution to make it easier for others to find.
Meetings - Scheduler: Add internal team members to meetings
SOLVE
Oh I see. I appreciate the clarification there.
The issue that I am trying to solve is that I am booking meetings with my boss's calendar link that he sets, but I am wanting to make sure that I am invited to all meetings so that they are included on my calendar as well (only reason is that it is my responsibility to track if the client is attending before the meeting). However, when I go to create a group meeting, I see the toggle bar where it will say "check availability", but it doenst allow me or my manager to remove it from requiring my availability (He has Super admin controls).
I do not need to attend these meetings, but I need to be aware of the clients that have booked through his calendar link, and view if they have accepted or not prior to the meeting.
Is there a way to create a group meeting and put me as an automatic attendee, so the booked meeting will also hit my calendar without requiring my availability?
Meetings - Scheduler: Add internal team members to meetings
SOLVE
@PHalverson4 I found this idea in the community that is asking for the ability to change the toggle for checking availability, it looks like it was included as a default and there isn't currently an option to remove it. I recommend upvoting and adding your feedback there.
Since you don't want it based on your availability, the other option would be to create a workflow that is triggered for when a meeting is set with your boss and creates a task for you to check the status of the meeting. This wouldn't add the meeting to your calendar, but it would notify you and allow you to manage the scheduling a little better.
If my reply answered your question please mark it as a solution to make it easier for others to find.