When scheduling appointments, it’s often necessary to include more than one participant. Our CRM has simplified this process by allowing the primary attendee to add guests directly through the booking widget or appointment modal. This section will guide you through the steps to add guests, including the types of calendars supported and how email notifications work.

Supported Calendar Types

• Simple Calendar (previously Unassigned Calendars)
• Round Robin Calendars
• Collective Booking Calendars

Email Notifications

Email notifications are sent to all participants, ensuring everyone is informed about the appointment details.

Custom Forms and Payments for Guests

Custom forms can be filled out by guests if required, with the link provided in their appointment email. Payments, however, are only required from the primary attendee, simplifying the booking process.

Booking and Editing Appointments with Guests

Booking an appointment with guests is straightforward. Here’s how:

On the Calendar View page, click “+New.”

Select the primary attendee and the calendar event.

If enabled, use the “Add Guests” option to include additional attendees.

Editing an existing appointment to add or remove guests is also possible, provided the total number of guests remains within the allowed limit.

Cancellation and Rescheduling

The primary attendee can cancel or reschedule the meeting using links provided in the booking confirmation. Guests do not have this capability.

Frequently Asked Questions (FAQs)

How can attendees add guests? Attendees can add guests by inputting their names and emails within the Calendar booking widget.

Can guests fill out custom forms? Yes, guests can fill out custom forms sent to them in the Appointment Notification email.

Are guests required to make payments? No, only the primary attendee is required to make a payment.

How many guests can be added? Up to 10 guests can be added directly, or a maximum of 100 guests by count for certain calendar types.

Can the primary attendee be removed while editing an appointment? No, the primary attendee cannot be removed during editing.

Can guests be added from both the Calendar widget and the appointment booking modal? Yes, guests can be added using both methods.

What happens with fixed number of seats per appointment? The Add Guest feature is not available for Class Booking calendars due to their fixed number of seats.