Add Guest to appointment manually - trigger automation
S
Skyler Talley
When going to add in a guest to an already booked appointment It would be awesome to get a quick option to fire the calendars automation thats connected.
Example:
A contact books an appointment and the trigger is "appointment status is confirmed in calendar x" then they receive and sms and email with a zoom meeting link
If the contact asks "can we add josh to our meeting as well"
I should be able to add 'Josh' in the meeting as a guest and then fire the same automation for the new guest so he also receives the meeting link or destination.
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K
Kim Pomares
Guests are handled well in Calendar built-in notifications, but calendar notifications don't handle recurring reminders well. Recurring notifications can be handled by automations, but automations don't have an action to send an email to guests. You can create a form that captures guest info via a custom field on the calendar registration form, but that would only handle one guest.
I often schedule recurring meetings with different numbers of guests. It would be good to either fix automations (best option because more flexible) or calendar notifications.