When creating an event in Wealthbox, you can add contacts as well as other users to your attendee list and choose to send an invite via email by checking the “send email to invitees” box. When you type the invitees’ names you can see that users show their initials where contacts are either head shots or a head shot icon.

If you send the invite via email, you can see the status of the invitees reply in the event.

Did this answer your question?