How do I let people add guests when they book an appointment?

Created by Valerie VanBooven, Modified on Sat, 14 Nov at 4:27 PM by Valerie VanBooven

The Add Guests option lets the person booking include other attendees. In home care this is common: an adult daughter books a care consultation and adds her brother so the whole family is on the call. You can make guest details required and choose what to collect.

Turn on guests

  1. Go to Calendars > Calendar Settings.
  2. Click Edit on the calendar.
  3. Open the Forms & Payment tab and scroll to Add Guests.
  4. Turn on Require Guests for Booking if the person must add at least one guest to book.
  5. Choose what to collect for each guest:
    • Name & Email
    • Name & Phone
    • Name, Email & Phone (the default for new calendars)
    • Guest Count Only, which records just the number of guests
  6. Save.

How guest contacts are created

  • When you collect guest details, each guest is matched to an existing contact by email or phone, or a new contact is created.
  • New guest contacts get the same time zone as the person who booked. Existing contacts keep their own time zone.
  • With Guest Count Only, no guest contacts are created.
  • The appointment shows the full guest list when details are collected.

Common questions

  • Can the person add more than one guest? Yes.
  • Do guests get a confirmation email? Only if you collect their email and set up guest notifications, for example in a workflow.
  • Do I have to require guests to use this? No. Leave Require Guests for Booking off to make guests optional.

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