Sometimes the host needs to include a third person in meetings without sharing full client details. The host can automate this process instead of manually sending invitations each time.
For example, if you're a recruiter, When a candidate books a meeting, you want the assigned interviewer to automatically receive a calendar invitation. You need this invite to appear directly on the interviewer's calendar, but you also want to protect the candidate's privacy by sharing only essential information like the interview link.
This feature helps you do exactly that. You can automate this step, ensuring interviewers are always informed and meetings are added to their calendars without manual effort. This allows you to control what information the third person receives, maintaining confidentiality while keeping everyone informed.
Sending calendar invite to anyone
Click on Admin panel on the left side pane.
Click on Automation rules card.
Click on Add new automation rule.
Enter a Name for the automation rule (e.g, "Recruiter Interview Invite").
Click on the select scheduling links dropdown and select scheduling links from the dropdown for which you want this rule to apply.
Under When triggers, choose When meeting is booked by anyone.
Under Then, select Send calendar invite to anyone as the action.
Click on invite under Then and a side pane will appear
Enter the email addresses you want to send the calendar invite to.
Enter the email subject and body for the invitation email.
Enter the event subject and event body. This information will appear as the invite title and description on the calendar itself.
Click on continue.
Click on Save changes.
Now, every time someone books a meeting with you using an invitation, it will automatically be sent to the specified person, saving you manual work.