Sending Invitations

Sending Invitations

Schedule item invitations can be sent to entities with a valid email address.
To send schedule item invitations:
  1. Open the schedule item for which you want to send invitations
  2. Select the Attendees tab.

You can perform the following tasks in the Attendees tab:

  1. Invite additional entities that are not already included in the schedule item by clicking the Add button in the For Contacts table toolbar.
  2. Select the checkboxes beside the names of the entities you want to send an invitation to. The added entities appear in the For Contacts table of the Attendees tab and in the For field of the Detail tab.
  3. If you are unable to select the checkbox next to an entity, it is because the entity does not have a valid email address.
  4. Invite additional users that are not already included in the schedule item in the Assign To Users table by clicking the Add button in the table toolbar and selecting the checkboxes for the required users.
  5. When you click OK in the New Schedule Item dialog, the Send Email Notifications dialog opens and asks if you want to email invitations to the selected entities and assigned users. To send the invitations to the recipients, select Email all attendees and click OK.

The author of the schedule item is automatically assigned to it and does not receive an invitation. Other than the author, all assigned users receive an invitation.

The item appears in:

  • The Schedule workspace and Microsoft Outlook Calendar of the users assigned to it
  • The Calendar tab on the Contacts workspace for the entities in the For field, even if they have not yet responded to the invitation or did not receive one.
If you have delegation permissions for another user's schedule and you modify an item created by them and send updated invitations, the invitations will appear to have been sent from the author of the schedule item.



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