Custom Fields not showing in confirmation emails or outlook invite

Copper Contributor

I've set up a shared booking calendar for one of our sales team. 

I've set up 2 services: an initial virtual call and then an on-site meeting.

2nd type = Security Consulation:
Meeting type is on-site.
Custom fields include: 

  • Customer Company Name
  • Customer Address
  • Products to be discussed

Problems

  • I've disabled the Teams invite option on this service but it's still showing in the customer invite.
  • When the invitation comes through, it doesn't have any of the custom fields contained in the appointment for either me or the customer
  • It's not synching with the sales person's calendar for availability.

Having looked at previous threads on this:

I can create custom fields and make them mandatory

The maximum of attendees is set to 1 (ie not a group service)

The sales consultant has shared his calendar with me with the access can see when I'm busy.

 

Thanks in advance for help!
Kind regards,Outlook inviteOutlook inviteservice setupservice setupservice setupservice setup

Julia

1 Reply
I'd like to see an answer to this as the custom field information is crucial to my meetings and the customer doesn't recall what they have typed.