Scheduling meetings with multiple stakeholders should be as simple as sending a single link. No more endless email threads, no more "reply-all" chaos. HubSpot's new "Allow guests" feature transforms this vision into reality, empowering you to streamline meeting coordination directly within your scheduling links!
This will walk you through, step-by-step, how to do it.
Enabling Guests for New Meeting Links:
- Go to your HubSpot account.
- Click on "Sales" > "Meetings." This is your central hub for all meeting link management.
- Click "Create scheduling page."
- Select your meeting type (e.g., "One-on-one").
- Enter a clear and descriptive meeting title (e.g., "Product Demo").
- Configure essential meeting settings (video conferencing, meeting type, etc.).
- Click "Next" to advance to the scheduling page setup.
- Locate the "Form" section.
- Toggle the "Allow guests" switch to "on."
- An "Add guest" area will now appear on your meeting booking form. Remember, you can add up to 10 guests.
- Finalise any other desired customisations and click "Next" to save.
Enabling Guests for Existing Meeting Links:
- Go to "Sales" > "Meetings."
- Find the meeting link you wish to modify and click "Edit."
- Select the "Scheduling" tab.
- Click on the "Form" section.
- Toggle the "Allow guests" option to "on."
- Save your changes.
Best Practices and Pro Tips:
- When sharing the meeting link, provide clear instructions. For instance, "Feel free to add any colleagues who should attend."
- Use this feature strategically for sales demos, ensuring key decision-makers are included.
This seemingly simple feature offers a shift in how we approach meeting scheduling. By eliminating the friction of multi-party coordination, HubSpot gives us the power to reclaim valuable time and focus on what truly matters: building relationships and closing deals!
This is not just about adding guests; it's about adding intelligence, efficiency, and a touch of human-centered design to your sales process.
