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Tutorial - How to Send Calendar Invitations

Blanchard Exchange can send calendar invitations for all live events associated with your projects, enabling learners to easily add these events to their personal email calendars.

This option can even be applied to organizations using email clients that do not support calendaring. When enabled, learners can pick their response (Accept/Tentative/Decline) directly from the Learner Portal under each live event in their course.

To enable this option, open your project and follow the steps below:

Figure 1

Figure 1

Figure 2

Figure 2

  1. Go to the "Settings" tab within the project (Figure 1-1).

  2. Enable the calendar invitation option (Figure 1-2).

  3. You'll get a pop-up message asking you to confirm you want to enable the option. Select "Yes" (Figure 2)


Calendar invitations will then be distributed for all live events in your projects, such as Face-to-Face sessions, Virtual Sessions and Teleconferences. These calendar invitations will include the session title, description, start times/end times, and descriptive locations/map link (if entered during the project setup).

Tracking & Resending Calendar Invitations

Figure 3

Figure 3

Once calendar invitations have been enabled, the responses of those calendar invitations from the individual learners, such as "Accepted", "Declined", and "Tentative" will be recorded under the Events tab of the project (Figure 3-1).

These same responses will also be recorded for each individual learner directly on the Learner Portal, with each live event indicating the individual learner's response.

Note: If a learner chooses not to send their calendar invitation response from their email, Blanchard Exchange will not record the response.


Calendar invitation responses will be listed by each live event. As an example, The SLII ExperienceTM 2-Day Face-to-Face course will list two individual live events, with one for the LEARN session, and another for the PRACTICE session. Recorded responses will appear under the Status column (Figure 3-2).

Note that administrators have the ability to change these recorded responses by selecting any of the available responses listed. However, note that this only changes the response recorded in the Corporate Portal (i.e. changing a learner's response from "Tentative" to "Accepted" does not change the status on the learner's personal calendar).

To resend a calendar invitation, navigate to the appropriate session listed on the page, and then find the learner's name on the list who needs their calendar invitation resent. On the right-hand side of the screen, select the Resend Invitation option across from the learner's name (Figure 3-3).

To resend calendar invitations for a specific session to all learners in a project, select the Resend all invitations option underneath the appropriate session (Figure 3-4).

Note: Calendar invitations do not need to be manually resent if you are changing the dates/times of live events in Blanchard Exchange. Calendar invitations will automatically be resent in scenarios where an administrator adjusts the date and/or time of one of more live events in a project.

Canceling Calendar Invitations

If you need to cancel the calendar invitations after they have been sent, complete the following in your project:

Figure 4

Figure 4

Figure 5

Figure 5

  1. Go to the Settings tab within the project (Figure 4-1).

  2. Disable the calendar invitations option (Figure 4-2).

  3. A pop-up message will be displayed asking you to confirm you want to cancel the invitations. Select "Yes" (Figure 5).

Learner Portal Calendar Invitation Features

Email clients are not the only place where learners can manage their calendar invitation responses. The Learner Portal also provides learners an option to choose their responses and includes the ability to resend calendar invitations if the original calendar invitation is lost or deleted.

The following table shows examples of how the calendar invitation feature can be utilized directly from the Learner Portal:

When calendar invitations are enabled and no response has been recorded from a learner's calendar, live events displayed on courses will include response options below each event (Figure 6).
Figure 6

Figure 6

When a response is selected directly from the Learner Portal, Blanchard Exchange will prompt the individual with the option to have the calendar invitation sent to their email (Figure 7).
Figure 7

Figure 7

Once a response has been recorded from the Learner Portal, a "Change" button will be presented, allowing the learner to modify their original response and also resend the calendar invitation (Figure 8).
Figure 8

Figure 8

In cases where an individual has responded to a calendar invitation from their email client, Blanchard Exchange will not allow the individual to then pick a response directly from the Learner Portal. This is done to keep responses in sync between an individual's calendar and Blanchard Exchange.

Instead, the learner will be presented with an option to have the calendar invitation resent if they have lost, deleted, or declined the original calendar invitation (Figure 9).
Figure 9

Figure 9

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