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How To: Schedule Calendar Invites

Crelate gives you the ability to set up calendar invites directly to your e-calendar when creating an activity in a candidate or job record. These invites will come directly from your email address and be added to your calendar. Feel free to reference our video Scheduling Calendar Invitations on this topic as well.

 

Please note: This activity must be an Activity Mode>>Calendar Activity as noted in your "activities" section of Crelate in order to send as a calendar invitation.

 

 

For example, when scheduling an interview with a prospect, select the candidate tile you wish to work with, and in the right context window, select the icon for your interview activity.

 

 

 

 

A popup window will appear with the interview details, including date, time, and recipients. From here, you can add any notes or details you would like to send to yourself about the interview. The notes in this text box will go only to you. To send a calendar invite to the candidate, select their name to include them in the attendee list. To officially send the invitation, you'll want to remember to save and send to log as a calendar appointment.

 

 

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