ChargeOver

Why Use Calendar Links in ChargeOver

Implementing CalendarLink in ChargeOver helps reduce no-shows and ensures quicker, more reliable customer actions.

• Universal “Add to Calendar” links compatible with Google, Outlook, Apple, and more
• Brandable invite & landing pages for enhanced customer experience
• Smart reminders & notifications to reduce no-shows
• Click + attendance analytics to refine your strategy

Using Calendar Links in ChargeOver Workflows

Turn ChargeOver Activity into Calendar Events

1. Utilize ChargeOver's Events and Contact Triggers

Leverage triggers such as New or Updated Contact and New Upcoming Event in ChargeOver to signal client interactions.

2. Map Billing Information to CalendarLink

Transfer data like billing names, due dates, and descriptions to CalendarLink, with optional RSVP tracking.

3. Publish the Personalized Invite

Retrieve the Add-to-Calendar link to share with your customers, ensuring events are always a click away.

Fire ChargeOver Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Choose the New Event or Updated Contact trigger to initiate notifications.

2. Map Add-to-Calendar Data

Ensure that event titles, dates, times, and attendees are correctly mapped and synchronized.

3. Create a New Event or Update an Invoice

Update your ChargeOver records or engage with clients based on calendar interactions using actions like Create an Invoice.

Pro Tips for ChargeOver and Add-to-Calendar

• Use analytics to track invite open and attendance rates
• Ensure all calendar events reflect relevant time zones to avoid confusion
• Automate reminders to keep events top-of-mind
• Leverage subscription calendars to keep customers updated