14.8 How to Send Email Invitations to Guests for an Appointment

Notifying Employees regarding appointments occurs automatically within Tradepoint. Any Employees assigned to an Appointment will receive a Reminder and will confirm their notification of the appointment through the Reminder.

 To send an email notification to a Guest letting them know about an Appointment check off the 'Notify' box within the Guests section of the Appointment window. Below is a screen view illustrating this.

This view is found on the right hand side of the Appointment window. The Notify box is circled in Red. When the Guest Confirms this appointment the Confirmed Box next to the Notify box will be checked.

When multiple Guests are involved simply click the Notify All icon in the lower left corner and the notification will automatically be sent to each Guest associated with this particular Appointment. You will only need to create one email notification in the case of using the Notify All button.

After this has been checked off a email window will automatically open for you to add the details of your meeting that you would like emailed to your Guests. A screen view of that window is shown below.

Simply fill in the details you would like them to receive and click the Yes button.

If you have made changes to an existing appointment an you would like your Guests to be notified then also click the Yes button. However, if you have made changes to an Appointment and  would not like to send an additional notification then click the No, Do Not Respond/Invite button on the lower right.

This notification will be emailed to the email address attached to that contact on file within Tradepoint.