Sales Integrations

SWentFishing
Participant

Allowing a guest to add an additional guest to a meeting

SOLVE

Hi, 

Is there a way to enable a person using the meeting link to add extra people they would like to come to a meeting? 

Thanks!

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Allowing a guest to add an additional guest to a meeting

SOLVE

Hi @SWentFishing,

 

I have good news for you 😉

 


[Public Beta] Add Guests to Meetings via Scheduling Pages

Nov 9, 2023
 

What is it?

Today, users are lacking a way for prospects to include additional attendees on the meeting invite when booking time on a scheduling page. Now, users will have the ability to turn on a feature within their scheduling pages to allow prospects to add additional guests to the meeting. Prospects can include up to 10 additional guests. These guests will receive a calendar invite for the meeting that was just booked.

 

Why does it matter?

This feature gives the ability for prospects filling out a scheduling page to add additional guests/attendees to a meeting link when they are in the process of booking the meeting.

 

How does it work?

Reps can turn on this new feature by navigating to the Form tab on a scheduling page and turning on "allow guests". This will allow prospects that book time on this scheduling page to add up to 10 additional guests that will all receive a calendar invite once the meeting is booked.

 

Once this feature is turned on, prospects that book time on a scheduling page that allows guests to be added will see a new field in the meeting booking form. Prospects can add up to 10 additional guests to the meeting they are actively booking by adding the guests' email addresses in the provided field. An email must be valid for it to be included.

By including emails for guests, the prospect is agreeing to HubSpot's Privacy Policy for how HubSpot will store and use that data.

 

The meeting activity in the timeline will inform the rep of any guests that were added to the meeting via the booking form. They will also see these guests on their connected calendar, if applicable.

 

Who gets it?

All hubs and tiers

 

Learn More:

Join the discussion on our Community



You can find this beta here:

 

karstenkoehler_4-1699556745296.png

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

Jnix284
Solution
Hall of Famer

Allowing a guest to add an additional guest to a meeting

SOLVE

Hi @VL1 per Karsten's previous reply in November, this moved to beta and is now a live feature in HubSpot that can be toggled on via the Form settings:

Jnix284_1-1716249647983.png


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon

View solution in original post

7 Replies 7
VL1
Participant

Allowing a guest to add an additional guest to a meeting

SOLVE

I agree - this is the chance to have a prospect add other ppl that they think are important to the buying group. I am the recipient of other calendaring options that do give the option to "add guests" and it's SO convenient and "in the moment". With HubSpot calendaring options you're relying on so many others to take action. Just makes so many sense - we've worked so hard to get someone to set that mtg and then don't give the option to add other ppl. 

0 Upvotes
Jnix284
Solution
Hall of Famer

Allowing a guest to add an additional guest to a meeting

SOLVE

Hi @VL1 per Karsten's previous reply in November, this moved to beta and is now a live feature in HubSpot that can be toggled on via the Form settings:

Jnix284_1-1716249647983.png


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Allowing a guest to add an additional guest to a meeting

SOLVE

Hi @SWentFishing,

 

I have good news for you 😉

 


[Public Beta] Add Guests to Meetings via Scheduling Pages

Nov 9, 2023
 

What is it?

Today, users are lacking a way for prospects to include additional attendees on the meeting invite when booking time on a scheduling page. Now, users will have the ability to turn on a feature within their scheduling pages to allow prospects to add additional guests to the meeting. Prospects can include up to 10 additional guests. These guests will receive a calendar invite for the meeting that was just booked.

 

Why does it matter?

This feature gives the ability for prospects filling out a scheduling page to add additional guests/attendees to a meeting link when they are in the process of booking the meeting.

 

How does it work?

Reps can turn on this new feature by navigating to the Form tab on a scheduling page and turning on "allow guests". This will allow prospects that book time on this scheduling page to add up to 10 additional guests that will all receive a calendar invite once the meeting is booked.

 

Once this feature is turned on, prospects that book time on a scheduling page that allows guests to be added will see a new field in the meeting booking form. Prospects can add up to 10 additional guests to the meeting they are actively booking by adding the guests' email addresses in the provided field. An email must be valid for it to be included.

By including emails for guests, the prospect is agreeing to HubSpot's Privacy Policy for how HubSpot will store and use that data.

 

The meeting activity in the timeline will inform the rep of any guests that were added to the meeting via the booking form. They will also see these guests on their connected calendar, if applicable.

 

Who gets it?

All hubs and tiers

 

Learn More:

Join the discussion on our Community



You can find this beta here:

 

karstenkoehler_4-1699556745296.png

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

LY
Contributor

Allowing a guest to add an additional guest to a meeting

SOLVE

It would be awesome if HubSpot could do this within the meeting scheduling page. I just have my Google Calendar set up to allow guests to add other guests and I have it stated on my meeting scheduling pages that you can add more people from your Google calendar once the meeting appears there. 

kvlschaefer
Community Manager
Community Manager

Allowing a guest to add an additional guest to a meeting

SOLVE

Hi @SWentFishing,

 

Thank you for reaching out; this is a great suggestion and I appreciate you explaining how it would help you out. I would highly encourage you to add this feedback to these related feature requests in the ideas forum and upvote them to show your support:

Our product team who monitors the Ideas Forum regularly will be able to read your feedback and use case to take it into account for product development. Thank you! 

 

Best,

Kristen


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
Jnix284
Hall of Famer

Allowing a guest to add an additional guest to a meeting

SOLVE

Hi @SWentFishing , there isn't a feature in the meetings tool to allow someone to add additional attendees.

 

The only way to do it would be to update the calendar invite by forwarding it to their team.

 

Another option would be for you to create custom properties for additional attendees where they can add email addresses, then your team would have to update the calendar invite to include those contacts/emails.


If my reply answered your question please mark it as a solution to make it easier for others to find.


Jennifer Nixon
SWentFishing
Participant

Allowing a guest to add an additional guest to a meeting

SOLVE

Thanks for the 411! I'll register this as a request for future development. 

0 Upvotes