Crelate lets you send a calendar invite to your email calendar when you create an activity on a Contact Record or a Job. The invite comes from your email address and is added to your calendar. You can also send it to attendees so they can accept or decline. To add a Microsoft Teams link to an invite, see Crelate + Microsoft Teams Integration.
What do I need before I schedule a calendar invite?
An email connection. Invites come from your email address, so you need an Email Connection first. See Adding an Email Connection.
A Calendar Invite or Interview activity type. The activity must have its Activity Mode set to Calendar Invite or Interview. An admin can check this in Settings > Activities by selecting the activity and reviewing its Activity Mode.
How do I schedule a calendar invite?
You can start from a Job dashboard or from a Contact Record.
From a Job dashboard:
Open the Job and select the tile for the candidate you want to work with.
In the panel on the right, under the Activity tab, select the icon for your activity, such as an interview.
From a Contact Record:
Open the Contact Record.
On the Summary tab, find the row of activity icons near the top, and select the icon for your activity.
💡 Pro Tip: If you do not see the activity you want in the row, select the drop-down arrow at the end of the row. Activity types that do not fit on the page appear there, on both Job dashboards and Contact Records.
What do I fill in on the invite?
A window opens with the activity details. Fill in these fields:
Regarding: the Job this activity is for.
Schedule for: the date, time, and length of the meeting. Select the calendar icon for the date, the clock icon for the time, and the drop-down for the length, such as 1 hour. Set a date and time in the future so Crelate generates the invite.
From: the email connection the invite is sent from. Your primary email is the default. Make sure your email address, or a connection shared with you, is selected.
Attendees: search for and add each person who should receive the invite, including the candidate.
Subject: Crelate fills this in for you, such as “Screen: Johnny Appleseed.” You can edit it.
Location: add a location if you want one.
Notes you add in the text box go only to you.
For an Interview activity: You do not add attendees. Crelate automatically sends the invite to the email address on the Contact Record where you schedule the interview. Select the Interviewer(s) from the users in your organization.
Select Save and Send to send the invite and log it as a calendar appointment.
💡 Pro Tip: Only people in the Attendees list receive the invite. Search for the candidate’s name and add them, or the invite goes only to your own calendar.
💡 Pro Tip: Under Attendees, Crelate shows Suggested Attendees, such as the hiring manager on the Job. Select a name to add that person in one click.
Why is my activity not sending a calendar invite?
Check these in order:
The activity is not a Calendar Invite or Interview activity. Only activity types with the Activity Mode set to Calendar Invite or Interview can send invites. An admin can change this in Settings > Activities.
The date and time are not set in advance. If no invite is generated, check Schedule for and set a date and time in the future.
You do not have an email connection. Add one, and then try again.
The From line is empty or wrong. Choose your email address, or a connection that has been shared with you.
You selected Save instead of Save and Send. Select Save and Send so the invite is sent and logged as a calendar appointment.
How do I add a Microsoft Teams link to an invite?
If Teams is turned on for your organization, you will see Make this a Teams meeting in the activity window. Check it before you select Save and Send. For setup and troubleshooting, see Crelate + Microsoft Teams Integration.
Key takeaway
You can send a calendar invite from a Job dashboard or a Contact Record by selecting the icon for an activity whose Activity Mode is Calendar Invite or Interview. If the activity is not in the icon row, use the drop-down arrow at the end of the row. Set Schedule for to a future date and time, choose your email address in From, and add the candidate and anyone else to Attendees. Select Save and Send to send the invite and log it as a calendar appointment.
What's Next?
Learn more about activity modes, manage your upcoming tasks and events, or add a Teams link to your invites.