When scheduling appointments, you may be working with larger teams or situations where more than one participant needs to be included. NotLuck CRM makes this straightforward by letting the primary attendee add guests directly through the booking widget or appointment modal.

Setting the Option to Add Guests

To add guests to an appointment, first enable the option for the relevant calendar. Go to the Calendar section and select the Calendar Settings Tab.

You can enable this option for these Calendar Types:

  • Simple Calendar (previously Unassigned Calendars)
  • Round Robin Calendars
  • Collective Booking Calendars

Locate the calendar in the list, then click the pencil icon next to it.

Go to the Forms and Payment section and enable Add Guests.

We recommend using Name and email for guests, as it lets you see who will be joining. If that information isn't needed, you can select count only instead. Once selected, click Save in the top right corner.

You can require guests to be included before a contact can book the appointment in your calendar.

Email Notifications

You can send email notifications to all participants so everyone is kept informed about the appointment details. Go to the Notifications & Additional Options section, then click the pencil icon next to the notification you want to update.

Then tick the box for Guests and click save.

Booking and Editing Appointments with Guests

Manually booking an appointment with guests follows the same process as any other appointment. You can do this from the Calendar section by clicking "+ New"

Or from the contact's appointment tab directly.

Click Add Guests to select the additional attendees.

You can select attendees from your contact list, or click Add New Guest if they aren't already a contact.

Once all attendees have been selected, click Done to close the Guest selection.

Editing an existing appointment to add or remove guests is also possible, provided the total number of guests stays within the allowed limit.

Cancellation and Rescheduling

The primary attendee can cancel or reschedule the meeting using the links in the booking confirmation. Guests do not have this capability.

Frequently Asked Questions (FAQs)

Q: How can attendees add guests? 

  • A: Attendees can add guests by entering their names and email addresses in the Calendar booking widget.

Q: Are guests required to make payments? 

  • A: No, only the primary attendee is required to make a payment.

Q: How many guests can be added? 

  • A: Up to 10 guests can be added directly, or a maximum of 100 guests by count for certain calendar types.

Q: Can the primary attendee be removed while editing an appointment? 

  • A: No, the primary attendee cannot be removed during editing.