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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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Charles Higgins

He is the father of two handsome boys, one beautiful girl, and an automotive enthusiast. He has worked in the automotive industry for over 20 years, with experience spanning everything from sales and service to financing and management. Charles' goal is to share his knowledge and experience with other sales professionals from various industries and businesses. He believes that brand building and social media marketing while utilizing the latest technology gave him the upper edge in his field. Charles wants to share these skills that he has honed over the years so that others can benefit from his expertise.

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