Calendar Invites on E-mail Templates
A calendar invite turns an email announcing a time into an appointment that lands in the recipient's calendar and can be accepted, declined or reminded about.
Where to find it
Architect Panel → Layout & Pages:
- E-mail Templates — where the invite is switched on and configured
Where to find it
Architect Panel → Communication:
- Manage Meetings — the meeting records themselves
It ships off
The setting defaults to no invite, so no existing template changes behaviour and no message gains an attachment until you configure one. Enabling it is per template.
What to configure
The start and end, the subject and description, the location, and the organiser. Draw the times from the record rather than typing them — an invite whose time is a fixed string in a template will eventually be wrong for everybody.
Time zones
An invite carries a time zone and a bare time does not. Where recipients may be elsewhere, get this right — an appointment an hour out is worse than no invite, because the recipient trusts it.
Updates and cancellations
If an appointment can move, the update must reach the same calendar entry rather than arriving as a second invite. Decide how rescheduling works before going live; two invites an hour apart with no indication which is current is a common and annoying failure.
Where it helps most
Anything with a non-attendance cost — assessments, hearings, inspections, interviews. An invite in the calendar is the cheapest attendance intervention available, and it costs nothing per send.