Why Use Calendar Links in QuickBooks Online

Using CalendarLink with QuickBooks Online ensures lower no-show rates and faster response times.

• Embed universal Add-to-Calendar links directly from your QuickBooks invoices.
• Boost attendance with smart reminders and notifications.
• Capture RSVP details for precise meeting planning.
• Leverage analytics to refine your client interactions.

Using Calendar Links in QuickBooks Online Workflows

Turn QuickBooks Online Activity into Calendar Events

1. Use triggers for invoices and estimates

QuickBooks Online triggers like 'New Invoice', 'New Estimate' or 'New Customer' signal intent.

2. Send data to CalendarLink

Map relevant fields such as client name, event date, and description. Capture RSVP options if needed.

3. Publish the personalized invite

Receive your universal Add-to-Calendar link to share with clients seamlessly.

Fire QuickBooks Online Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Select a 'New Event' trigger in CalendarLink when capturing client interactions.

2. Map Add-to-Calendar Data

Seamlessly transfer event titles, dates, times, and invitees into your workflow.

3. Create new invoices or update existing records

Leverage actions like 'Create Invoice' or 'Update Customer' to solidify relationships.

Pro Tips for QuickBooks Online and Add-to-Calendar

• Use personalized Add-to-Calendar links for each client interaction.
• Review analytics to optimize attendance.
• Always enable smart reminders for key events.
• Automate updates for client records to maintain consistency.