Intaker

Why Add-to-Calendar Works with Intaker

Using CalendarLink's Add-to-Calendar feature within Intaker reduces no-shows and encourages immediate action with a clear, actionable call-to-attend.

• Universal Add to Calendar links for effortless scheduling.
• One-click, no-code integration into Intaker.
• Boost client engagement with smart reminders and notifications.
• Gain insights with click-through and attendance analytics.

Using Calendar Links in Intaker Workflows

Integrate Calendar Events in Intaker

1. Automate with Intaker's Event Triggers

Leverage Intaker's triggers like New or Updated Contact and New Upcoming Event to signal scheduling intent and streamline your process.

2. Map and Send Data to CalendarLink

Map essential details such as names, event dates, and descriptions. Optionally, capture RSVP responses to optimize event planning.

3. Share Personalized Calendar Invites

Receive the Add-to-Calendar links, ready to be shared with clients, boosting convenience and reducing no-shows.

Fire Intaker Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select triggers like New Upcoming Event or Updated Contact to initiate Intaker workflows.

2. Map Add-to-Calendar Data

Streamline data flow by mapping titles, dates, times, and attendees, ensuring seamless integration and client engagement.

3. Update Client Records Instantly

Automatically update a contact record, engage using the AI Agent, or log new engagement data efficiently.

Optimising Calendar Links in Intaker

• Utilize analytics to track client engagement with calendar links.
• Regularly update calendar events to reflect changes in event details.
• Ensure reminder notifications are set up for optimal client attendance.
• Customize and brand invites to strengthen client rapport.