FileInvite

Why Calendar Links Supercharge FileInvite

Using CalendarLink with FileInvite reduces no-shows and enhances client response with clear calls-to-action.

• Universal Add to Calendar support (Google, Outlook, Apple)
• Smart reminders to ensure timely client response
• Brandable invites to maintain professional identity
• Click and attendance analytics to measure engagement

How FileInvite Works with CalendarLink

Streamline Document Requests with Calendar Events

1. Trigger Events from New or Updated Contacts

When a new contact is added or an existing one is updated in FileInvite, a calendar event can be initiated, signaling the start of documentation collection.

2. Send Data to CalendarLink

Easily map names, dates, and descriptions to CalendarLink, with the option to capture RSVP for precise attendance tracking.

3. Share the Add-to-Calendar Link

Generate and share a personalized Add-to-Calendar link back in FileInvite, ensuring clients never miss a deadline.

Fire FileInvite Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Capture events by triggering a new calendar link when a client RSVP or updates are processed.

2. Map Add-to-Calendar Data

Instantly flow titles, dates, times, and attendees into FileInvite, ensuring seamless data integration.

3. Create Person and Update Engagement Records

Automatically create a new person or update records in FileInvite, logging engagement and increasing efficiency.

Optimising Calendar Links in FileInvite

• Analyze attendance patterns using click analytics to refine messaging
• Use smart reminders to reduce missed document submissions
• Customize invites for high brand retention
• Simplify client interactions with a universal Add to Calendar link