Canopy

Why Add-to-Calendar Works with Canopy

Reduce no-shows and secure engagement with clear, actionable calendar invites right from Canopy.

• Universal Add to Calendar integration for Google, Outlook, and Apple.
• One-click, no-code setup for effortless use.
• Smart reminders reduce no-shows substantially.
• Optional RSVP feature for tracking attendance.

Add Calendar Links in Canopy: Triggers & Actions

Turn Canopy Activity into Calendar Events

1. Leverage Triggers like New Business Client or Updated Contact

Use triggers in Canopy, such as New Business Client or Updated Contact, to signal when to create an event.

2. Send Data to CalendarLink Effortlessly

Map client details including names, dates, and event descriptions, with the option to capture RSVPs.

3. Publish the Personalized Invite

Receive your Add-to-Calendar link to share in emails, social media, or directly within Canopy.

Fire Canopy Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers, such as a New Event or an RSVP capture, to initiate workflows in Canopy.

2. Map Add-to-Calendar Data

Ensure titles, dates, and attendee lists are accurately transferred for seamless scheduling.

3. Create a new Business Client or Update a Contact

Use gathered information to update client records or create new entries, enhancing your practice's efficiency.

Best Practices for automting Canopy Calendar Invites

• Utilize attendance analytics to refine your event strategies.
• Ensure timezone settings are enabled to avoid scheduling mishaps.
• Incorporate smart reminders to improve attendance rates.
• Customize landing pages to align with your branding.