Copilot

Why Add-to-Calendar Works with Copilot

Enhance client engagements with Add-to-Calendar links to reduce no-shows and promote quick, organized actions.

• Universal compatibility with Google, Outlook, Apple, and more.
• Seamless integration without coding skills required.
• Boost engagement through smart reminders and notifications.
• Capture RSVPs and track attendance effortlessly.

Using Calendar Links in Copilot Workflows

Integrate Calendar Features for Dynamic Scheduling

1. Trigger Events Automatically

Utilize triggers like New Upcoming Event, Client Created, or Task Updated in Copilot to signal when to create calendar events.

2. Configure Event Details

Map relevant information such as titles, dates, and attendees to CalendarLink for enhanced event management. Choose to capture RSVPs if needed.

3. Launch The Event Invite

Retrieve your Add-to-Calendar link and distribute it through your client portal for seamless client scheduling.

Fire Copilot Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers like New Event or Updated Contact within CalendarLink to initiate workflows.

2. Map Add-to-Calendar Data

Ensure the smooth transition of event titles, dates, times, and attendees into your Copilot workspace.

3. Create or Update a Task

Leverage actions such as Create Task, Update a client, or Send Message to keep the client portal current and engaging.

Optimising Calendar Links in Copilot

• Utilize analytics to monitor event engagement and improve future invites.
• Ensure every calendar link is branded to your business identity.
• Set smart reminders to prompt timely responses from participants.
• Leverage subscription calendars for keeping ongoing events updated.