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:
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.
You can import events from .ics files into your personal or group calendars and choose your preferred import settings during the process.
To import events from .ics files:
Click the .ics file attachment you wish to import.
In the attachment preview, click Import to Calendar.
Choose the calendar where you want the event to appear.
Select your preferred import setup method.
Click Import.
Alternatively, you can also hover over the .ics file, click the More icon in the attachment and select Import to Calendar.
Notes:
Owner or moderator access is required to import an event into a group calendar.
You can choose one or more options under the import setup method.
You can import events from .ics file attachments from any module.
Overwrite existing events with updated details: Updates the existing event in the calendar with the latest changes, if any.
Include attendees: Includes attendee details during the import.
Include reminders: Includes any set reminders for the event during the import.
Mark event as private: Marks the event as private in the calendar.
To view participants' free or busy schedule:
Add participants to the event.
Under Attendees, click Check Availability.
In the displayed view, you can compare participants' schedules and check their availability.
Click Next Free Time to find the next available time slot for all participants.
Toggle between 24 Hours or Work Hours to view either full-day or work-day availability.
Based on participants' availability, drag along the grid or adjust the event time, then click Save.
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.
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