FreshBooks

Why Add-to-Calendar Works with FreshBooks

Integrating Add-to-Calendar links with FreshBooks helps reduce appointment no-shows and accelerates client responses.

• Universal Add-to-Calendar links across platforms
• Boosts attendance with smart reminders
• Brandable invite & landing pages for a polished look
• Click and attendance analytics for strategic insights

Using Calendar Links in FreshBooks Workflows

Transform FreshBooks Actions into CalendarLink Events

1. Create CalendarLink Events for New Contacts and Updates

Automatically create a CalendarLink event whenever there is a new or updated contact or client. Track these changes seamlessly.

2. Send Data to CalendarLink

Map your data, such as names and event details, to CalendarLink. Optionally, capture RSVP information for better engagement metrics.

3. Publish and Share the Add-to-Calendar Invite

Receive a universal Add-to-Calendar link to share with your contacts, ensuring they can easily add events to their personal calendars.

Fire FreshBooks Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Trigger actions in FreshBooks when a new event or RSVP is captured by CalendarLink, ensuring everyone stays informed.

2. Map Add-to-Calendar Data

Seamlessly flow event titles, dates, and attendee information into FreshBooks, maintaining clarity and coordination.

3. Update FreshBooks with New Engagement Data

Update invoices or client records effortlessly with actions like 'Create Invoice' or 'Find Client' based on event participation.

Pro Tips for FreshBooks and Add-to-Calendar

• Utilize click and attendance analytics to refine your scheduling strategy
• Customize brandable invites for a professional appearance
• Automate reminders to minimize client forgetfulness
• Embed calendar links in your email communications effortlessly