Casebook

Why Calendar Links Supercharge Casebook

Embedding Add-to-Calendar links in Casebook reduces no-shows and ensures timely actions.

• Universal compatibility across Google, Outlook, and Apple calendars.
• Embeddable in web, email, social, mobile, and other platforms.
• Smart reminders ensure engagement and reduce no-shows.
• Integrated analytics provide insights on clicks and attendance.

How Casebook Works with CalendarLink

Create Events and Notifications in Casebook

1. Trigger an Event on New or Updated Contact

Initialize events whenever a new or updated contact is detected within Casebook, ensuring your schedule stays accurate.

2. Send data to CalendarLink

Map contact information, event names, dates, and additional details to CalendarLink, enabling RSVPs if necessary.

3. Publish the personalised invite

Easily get the Add-to-Calendar link back and share it with your network or within Casebook.

Fire Casebook Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Automatically activate workflows when a new event or contact update occurs, including optional RSVP capture.

2. Map Add-to-Calendar Data

Ensure titles, times, and participant details are precisely integrated from CalendarLink into Casebook.

3. Create a Case

Update records or create new cases in Casebook whenever a matching CalendarLink event is triggered.

Optimising Calendar Links in Casebook

• Utilize click analytics to understand invite effectiveness.
• Sync calendars automatically to avoid manual errors.
• Employ smart reminders to boost participation.
• Customize branding on invites to maintain consistency.