Calendar Events Invites & Notifications

  • Updated

Notifications for the event are set up on the Event Page under Remind me (As shown below). All reminders set under Remind Me go to the firm's users under the attendee type firm as well as the event owner. If any changes are made to the event reminders, they will be reflected on the event for all users invited, as well as the event owner.

 

 

The reminder options are

VIA Text: (but the users must be opted into text in their My Settings, as well as have an SMS number provided in their My Settings).

VIA Email: This email notification must be opted into at the My Settings level. Once opted in, all notifications will be system-generated by CARET Legal and sent to the user's login email. This allows users who do not sync their calendar in CARET Legal to still use the email calendar notifications.

VIA Notification (Pop-Up): This notification must be enabled in the My Settings section for each user who intends to receive notifications via Pop-Up. When the pop-up notifications are generated, you, the user, will receive a small pop-up box centered at the top of your screen. You can close out of these boxes or leave them until you are ready to read/acknowledge them. 

You can choose multiple different reminders for one event, as the example shows. 

The increment boxes are adjustable by the up or down arrows or by overriding the number in the box. 

The duration box can be changed by simply clicking the duration box of your choice. 

If you need additional reminders, select add reminder. If you need to remove a reminder, select the "x" to the right of the reminder line.

 

For External invites and reminders, you must first select the External box. Then you can select/ enter the desired email or contact. 

Once selected, you will then see the Remind External Attendees Option on the far right. 

You can text or email the contact in the External Invitees box as long as the contact/ contact card has an email address and mobile number. 

The text messages that are sent are system-generated and not customizable, as are the emails. 


Invites that allow you to accept or reject an event can only be sent using the External Invite option in CARET Legal events. 


The invite will come from the event owner's email that is associated with CARET Legal, and when the external party accepts or declines, the receipt will also go back to the event owner's email that is synced in CARET Legal. The user must have a CARET Legal email synced to use the functionality. 


 

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