Accept or Decline an Invitation to an Appointment

When someone adds you to an appointment as a resource, you get an invitation through the Notifications feature (the Bell icon) and through email. You can accept or decline the invitation from the appointment itself. In the appointment, you can set a reminder for yourself and specify if you want to show your schedule as busy.

You can edit the appointment either from the Activities work area or from the Activities page in one of the records associated with the appointment, such as the contact or the account.

1. Click Actions > Edit. (The Actions menu is the icon with the three vertical dots).

2. Make a selection from the Response field to indicate if you accept or decline the appointment. Your response is recorded in the list of resources.

3. Specify when you want to be reminded from the Set Reminder list. By default there is no reminder. Each resource can set their own reminder preference.

4. You can also:

   • Set the appointment to show you as busy by making a selection from the Show Time As list.

   • See who else is invited and who has responded and how, by checking the Appointment Details.

5. Save.