In this article, we'll see how you can create events, invite participants, respond to event invitations, and do much more to plan an organized day.
To create a new event from the Calendar module:
Notes:
To create a personal event:
Note: By default, any event you create will be added to your primary personal calendar.
To create a group event:
To create a private event:
To create an all-day event:
To create a recurring event:
You can repeat an event:
You can also set up a custom recurrence pattern and choose never to end the recurring event, or end it after a specific number of events or a specific date.
For example, let's consider a recurring bi-monthly meeting from January till March. Doing the math, you are ending the event after four meetings, each separated by two weeks—two in January and two in February. To configure this recurrence pattern:
To create an event in a different time zone from your own:
In Calendar, the created event will be listed according to the organizer and attendee's local time zone. To view the original time zone in which the event was created:
To create an event from email content:
Select some text in the email.
In the options that appear, click the Calendar icon.
The Event Creation window will open with the selected text in the event title.
Update other event details as required.
Click Save.
While creating a new calendar event, you can choose to add the conference platform in which the remote meeting will take place. To do so:
Click the New Event button.
In the pop-up that appears, from Conference > Choose platform, choose between Zoho Meeting, Zoom, or MS Teams.
Click Save.
The auto-generated meeting link to join the event will be shared in the invitation via email and chat. You can join the meeting from those invitations, or from the Calendar module's event previews.
Notes:
For Zoho Meeting, you can choose between audio or video meetings. However, for Zoom and MS Teams, by default, it'll be an audio meeting.
To remove the conference platform, click the Delete icon.
While sharing the event invitations, you can limit the attendee's event permission for viewing event and participant details, adding participants, and editing the event.
By default, attendees can view only the event details. To alter the permissions for one attendee:
Notes:
To change the permission level for all the event attendees:
You can add individuals or groups as non-participants to an event. These non-participants will only be able to view the event and participant details. They cannot add participants or edit the event details. They also cannot RSVP for the event. To convert an attendee into a non-participant:
You can also mark some of the attendees as optional participants. To do so:
Note: The optional participants have permission to add participants, edit event details like other participants, and can also RSVP to the event.
You can set reminders for events via email, pop-up, or notification. To set a reminder:
Once you create an event, you can choose to send the event invitation to:
The event invitation will be sent via email and Cliq's Taz bot.
Attendees can RSVP from the Calendar view, email, or the Cliq Taz bot. To RSVP from the Calendar view:
To RSVP from email:
To RSVP from Cliq's Taz bot:
Note: The event organizer will receive a notification via email and Cliq's Taz bot, whenever any of the attendees RSVPs.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.