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Elevate Your Meeting Game: Introducing the "Add Guests" Feature for Pinnacle Ai!

August 08, 20232 min read

Attention all meeting maestros! Ever felt the hassle of forwarding Pinnacle Ai invites to additional participants after scheduling a meeting? Say goodbye to that old-school method. We're here to introduce a game-changer: the "Add Guests" feature for Pinnacle Ai. Let's dive in, shall we?

The Big Idea: Making Meetings Smoother with Pinnacle Ai

Meetings are essential, but they can be a drag if not organized well. With our new feature in Pinnacle Ai, when attendees book a slot with you, they can effortlessly invite others. Whether it's getting the guests' name and email or just knowing the number of attendees, we've got you covered. No more forwarding invites or last-minute additions.

Supported Calendar Types in Pinnacle Ai

  • Simple Calendar (previously known as Unassigned Calendars)

  • Round Robin Calendars

  • Collective Booking Calendars

Heads up! The "Add Guest" feature isn't available for Class Booking calendars in Pinnacle Ai since they have a fixed seat count.

Email Notifications in Pinnacle Ai

Every participant, including the primary attendee and their guests, will receive an email notification from Pinnacle Ai. So, everyone's in the loop!

Custom Forms & Guests in Pinnacle Ai

When there's a custom form linked to the appointment in Pinnacle Ai, the main attendee fills it during booking. But guess what? The guests will receive the form link in their appointment email. However, this only works when you request the Name and Email info. If it's just a headcount, this feature won't kick in.

Payments & Guests in Pinnacle Ai

If there's a payment involved for the calendar event in Pinnacle Ai, it's only for the primary attendee. Guests? They're on the house!

Booking & Editing Appointments with Guests in Pinnacle Ai

Booking with multiple attendees in Pinnacle Ai is a breeze. Here's a quick rundown:

  1. On the Calendar View page, hit "Book Appointment".

  2. Choose the contact (primary attendee) and the calendar event.

  3. If you've enabled the "Add Guests" option in Pinnacle Ai, you'll see it on the right panel. You can either search from existing contacts or add a new one by providing their details.

Note: You can add up to 10 guests via the Calendar widget or booking modal in Pinnacle Ai. If you're just counting, the cap is at 100 guests.


There you have it, folks! Meetings in Pinnacle Ai just got a whole lot easier. So, gear up and make the most of this feature. And remember, keep those meetings productive and fun!

add guestsschedule meetingsinvite participantsmanage appointmentscalendar booking widgetcustom forms in meetingsmeeting notificationsmeeting attendee management
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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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