You want to plan meetings in Carerix. On this page you can find instructions how to schedule them and invite attendees.

Planning a meeting

You can plan Meetings in the following ways:

Directly

  • Click the (+) sign in the bar on the left, next to Calendar

Via the Calendar

Click Calendar to show the meetings.

  • Double-click the day of your choice in the Month display
  • Click and drag-select a day and time in the Week display
  • Click Tab "My Meetings" and Click "New"

Through a File

  • Open a file and click Tab "Activities".
  • Click [New]
  • Select type: Meeting
  • Fill in remaining fields as you see fit

Add Attendees

  • Withing a meeting, click Tab "Attendees"
  • Select "Attendees"
  • Click "Add"
  • Click "General" Tab
  • Click "Select E-mail..."
  • Select "Appointment invitation (iCal/Outlook)"

Confirm Meeting

The Carerix Calendar does not have an official meeting confirmation like Outlook. However, you can use an e-mail template to imitate this functionality. To do so, follow the steps below:

  • Open the Meeting
  • Click "Select E-mail..."
  • Select "E-mail APPOINTMENT: Confirmation Meeting"
  • Modify the template as you see fit and click send

Note: Is a template missing? Ask your administrator to install the e-mail template from the template library.

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Keywords: UD-104

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