Adding External Invitees

Adding Invitees

When creating or editing an appointment in Daylite, you can seamlessly add an external person from outside of your company as an invitee to the appointment. You can distinguish internal invitees (a) from external invitees (b) from the icon accompanying their name in the appointment card.

Invitee Status Menu

You will see more details and options regarding the invitation of an external invitee by clicking the status text to the right of the invitee token. The following items are shown:

• Current invitation status

  • Sending Invitation, Invitation Sent, Email Not Delivered, etc

• Invitee’s name and email address: used for invitation/update emails

• Required: mark an invitee's attendance as required/optional

• Change Response: manually set response for this invitee

• Resend Invitation (or “Send Invitation” if not sent yet)

Required/Optional Invitees

An invitee can be marked as required or optional for a meeting (this is informational only and doesn’t change any functionality). The default is “required," however, this can be changed when adding an invitee or editing an appointment later, by clicking the status text to the right of the invitee token and selecting "Optional". The status text beside an invitee will then show “(Opt)”