BrightManager

Why Use Calendar Links in BrightManager

Reduce client no-shows and improve response times with clear call-to-action Add-to-Calendar links.

• Universal Add to Calendar support for Google, Outlook, Apple, and more.
• Brandable invites that mirror your company identity.
• Advanced click and attendance analytics to track success.
• Risk-free time-zone and daylight-saving adjustments.

Using Calendar Links in BrightManager Workflows

1. Automate Calendar Invites for New or Updated Contacts

1. Detect Triggers

Create workflows for BrightManager triggers like New or Updated Contact and Client Created to initiate calendar invites.

2. Configure Data Flow

Map client names, dates, and event details efficiently with options to include RSVP collection.

3. Distribute Custom Invite Links

Receive tailored Add-to-Calendar links to share, ensuring easy client access.

Fire BrightManager Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers like New Upcoming Event or New RSVP to kick off a process within BrightManager.

2. Map Add-to-Calendar Data

Transfer event details like titles, dates, and times automatically to maintain consistency.

3. Update Client Details

Utilize actions like Update a client within BrightManager to keep records fresh and engaged.

Optimising Calendar Links in BrightManager

• Integrate seamlessly with Zapier for automated workflows.
• Use universal Add to Calendar links to cover all client preferences.
• Analyze invite analytics to refine your strategy.
• Use smart reminders to ensure timely attendance.