Why Use Calendar Links in Daylite

Calendar links reduce no-shows and prompt faster client actions with clear, actionable invites.

• Universal Add to Calendar links: Google, Outlook, Apple
• Increase attendance with smart reminders
• Embed anywhere: web, email, social
• Analytics to track engagement success

How Daylite Works with CalendarLink

Turn Daylite Data into Calendar Events

1. Create a CalendarLink for each new or updated row

Use common Daylite triggers like New Person, New Appointment, and Appointment Updated to signal the creation of a CalendarLink.

2. Send data to CalendarLink

Map essential details such as names and dates from Daylite to CalendarLink. Opt for RSVP capture to enhance engagement.

3. Publish the personalised invite

Receive a universal Add-to-Calendar link from CalendarLink and share it with clients, ensuring easy schedule additions.

Fire Daylite Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers like New Event or Updated Contact to start a workflow within Daylite.

2. Map Add-to-Calendar Data

Ensure titles, dates, times, and attendee details are correctly mapped into Daylite for seamless integration.

3. Update a record in Daylite

Use standard Daylite actions such as Update Opportunity or Update Task to reflect new engagement insights.

Pro Tips for Daylite and Add-to-Calendar

• Use analytics to identify high-engagement times
• Automate RSVPs to save manual follow-up
• Sync subscription calendars for real-time updates
• Leverage reminders to reduce scheduling conflicts