Introduction: Hello, ladies and gentlemen! I’m Tony Holowitz, and in this Act software tip, I’ll show you how to send invitation emails to ensure your scheduled meetings are well-attended and no one forgets important appointments. Act makes it simple to send email invitations directly from the software, saving you time and ensuring seamless coordination with your contacts. Let’s dive into the steps to send invitation emails effortlessly.

Step 1: Schedule a Meeting in Act

1. Open Act software and navigate to the contact with whom you want to schedule a meeting (e.g., Mr. John Smith).
2. Click on “Schedule > Schedule Activity” to create a new meeting entry.
3. Enter the meeting details, including the subject (e.g., “Proposal”), date, and location (e.g., “In Your Office”).
4. To send an invitation email, make sure to check the “Send invitation email” option before clicking “OK.”

Step 2: Sending the Invitation Email

1. After clicking “OK,” a dialog box will appear, indicating that Act is creating the Outlook invitation.
2. The Outlook invitation window will open, displaying the meeting details and invitee’s email address.
3. Review the details and click “Send” to forward the invitation to the contact.
4. The recipient will receive the email invitation and have the option to add the meeting to their calendar.

Step 3: Confirming Attendance and Coordination

1. By sending the email invitation, you ensure that the meeting is officially scheduled and confirmed.
2. The recipient can accept, decline, or propose a new time for the meeting, allowing for smooth coordination.

Conclusion: Sending invitation emails directly from Act software streamlines your meeting scheduling process and ensures all attendees are informed and prepared. With just a few clicks, you can create and send Outlook invitations, saving time and reducing the chances of missed appointments. If you have any questions or need further assistance with Act software or any other features, don’t hesitate to reach out to me. Thank you for joining me today, and I hope this tip enhances your Act experience and meeting coordination.