Forum Discussion
Adding Client/Company Name to Calendar Invitations in Microsoft Bookings
Hi YossiV1200
Thanks for reaching out. Could you please provide more details about how you are collecting the client/company name? Is it through custom fields?
The email confirmation sent to the staff includes the customer details, but not the custom fields. However, a meeting gets added to the staff calendar automatically. This has details of the custom fields. Does that solve your issue?
- YossiV1200Jul 17, 2023Copper Contributor
Hey Pur thank you for your reply!
The email is collected using the default option suggested by the Booking app. I've made it a required field. I've also selected the option to send a meeting invite to the customer.
Currently I can see the assigned staff emails and the service email (email address removed for privacy reasons)
Here's a screenshot of the meeting participants list
You can see all staff members(3 total). but not the test email address I'm using to schedule the meeting. I hope this is clear, thanks again
- TryingToBeProductiveMay 16, 2024Copper Contributor
YossiV1200 Any update on this? I'm trying to do the same thing now
- YossiV1200May 20, 2024Copper Contributor
TryingToBeProductive
Nope..I switched to the HubSpot booking tools