Allowing guest invites
This page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page.1. In a nutshell
Using the Guest Invite feature, customers can invite additional participants (guests) to attend an appointment along with them. A maximum of ten guests can be invited for an appointment.
2. Feature availability
- Super admins and admins can add a guest invite field for all event types
- Workspace admins can add it for event types in their assigned workspaces
- Managers and staff can only view them
3. Overview
Certain appointments require multiple participants to attend. It could be a couple session, a meeting that needs multiple decision makers, a consultation that involves sharing knowledge with a relevant group, or similar meetings that demand a single host and multiple attendees. In contrast to group bookings where random invitees join the session, this feature allows inclusion of specific related attendees. You can allow customers to add guests when they book by enabling the Guest Invite feature for the required event type.
Email notifications, reminders, and calendar/online meeting invites will be sent to all the guests added.
4. Steps to allow guest invite
To allow customers to invite additional participants:
- Navigate to the required workspace and click Event Types in the left pane.
- Select the required event type and click the Booking Form tab in the left pane.
- Under the Fields section, you can see the Invite Guest field, which is disabled by default. Hover over the field and click the eye icon
to enable the Invite Guest field. This adds a new field in the booking page where customers can add guest email addresses.
To edit the field label name, click the edit icon, enter the required label name, and click Save
.
Note: A maximum of ten guests can be added for an appointment through this field.
5. Guest invite on the booking page
Once the Invite Guest field is enabled, additional guest emails can be added to the booking page by the customers, as shown below
All guests will receive email notifications and calendar/online meeting invites. They will receive all notifications and reminders, just like the customer.
Bookings users can view guest emails in the appointment summary under the Customer Info > Questions section.
Note: To ensure data privacy, guest email addresses can be deleted from Bookings. This can be done by navigating Setup > Data Administration > Privacy & Security > Data Deletion.6. Points to note
- Zoho CRM Free and Enterprise trial plans only supports ten participants for its calendar invite. When customers add ten guests for an appointment, the customer and nine guests will receive a calendar invite. However, the tenth guest will not be included in the calendar invite; instead, they will be added in the description section of the calendar invite. You can consider upgrading your Zoho CRM plan to overcome this constraint.
- Write to us at support@zohobookings.com if you perform any of the following in Zoho CRM, so that we can enable the tenth guest addition to the Zoho CRM calendar invite.
- If you upgrade your Zoho CRM plan.
- If you upgrade your Zoho CRM plan after downgrading.