An alternative option to sharing dates with participants is to send calendar date invitations. Sending calendar invites to participants is a convenient option that ensures real-time updates for all involved. By sending calendar invites, you can effortlessly keep everyone in the loop and provide them with the latest transaction dates. This method allows for greater flexibility, as you can choose to send invites for select dates rather than the entire calendar, making it a versatile solution for managing schedules and appointments effectively.

There has been a formatting update since the video, but the process remains unchanged.


How to Send Calendar Invite

  1. Select the date's Calendar Icon
  2. Select "Create Calendar Invitation"
  3. Select all transaction participants (and add any additional emails)
  4. Click Invite


Note: When the dates are updated, all invites will automatically get an email notifying them of the changes.


Tip: You can send invites to multiple dates at once by selecting dates > Send Invite (beside actions button).