Inviting an outside Contact to a meeting is identical to the steps followed in the previous Article 'Adding an Employee to an Appointment'. Simply highlight the name field within Guests or click the New Guest icon.  Clicking on New Guest will fill in the time for the appointment. The simply click on the name field to Search for the correct Guest to invite to the Appointment.

The correct field will appear like the field you see below with the pop up menu to search for a Guest if you are clicking on the field.

Simply type in all or part of the name into the open field you see at the top. If there is an established contact within Tradepoint matching the name it will pop up as well as any other names with the same information typed into the field.

When you click on the correct name it will automatically be entered into the Guest field.