Calendar Invites

The Calendar Invites feature allows you to send an invitation email when a Person, Company, or Job Record with a Contact is linked to a Scheduled Activity. This helps to keep clients, contacts and candidate schedules in sync with your own!

To send an invitation email from a Datasheet:

• Navigate to a Person, Company, or Job Datasheet
• Navigate to the Open Activities card or Activities tab, or look to the right side panel to find the Schedule an Activity icon/pane

• Click Schedule an Activity
• Add at least one Related Record that has a valid email address associated with it
• Set the Send invites toggle to ON

• All related records will receive invitation emails once the Activity is scheduled
  • If there are any attendees you wish to NOT receive an invitation email, you may uncheck the box next to their email address

• If any attendee's record does not have an associated email address, you will see the following warning, and no invitation email will be sent to that person.

• Click Schedule or Schedule & Add Follow-up to save the activity and send selected invitation emails

To send an invitation email from the Planner:

• Navigate to the Planner
• Click the Schedule Activity icon in the upper right corner
• Add at least one Related Record
• Set the Send Invites toggle to ON
• All related records will receive invitation emails once the Activity is scheduled.
  • If there are any attendees you wish to NOT receive an invitation email, you may uncheck the box next to their email address
  • If any attendee's record does not have an associated email address, you will see a warning, and no invitation email will be sent to that person.
• Click Schedule or Schedule & Add Follow-up to save the Activity and send the selected invitation emails

To view attendees' RSVP Status:

• Navigate to the Planner, or any Person, Company, or Job Datasheet associated with your Scheduled Activity
• Find and click on the corresponding Activity
• An icon for Yes, No, Maybe, or No Response will appear with each Person according to their RSVP status
• A Notification will also be sent when an attendee's status changes
  • Preferences for this notification, such as the ability to receive an Email Notification when an attendee's RSVP status changes, can be adjusted from the Manage Notifications Settings page, under the Activities section

Sending event update & cancellation emails:

• If you delete a Scheduled Activity, you will see an option to send Cancellation Emails to associated attendees
• If you change or edit an Activity's type, date, time, or body text, you will see an option to send Update Emails to associated attendees
• If you add a new attendee to an existing Scheduled Activity, you will see an option to send Invitation Emails to newly-added attendees
• If you remove an attendee from an existing Scheduled Activity, you will see an option to send Cancellation Emails to removed attendees