QuickFile

Why Add-to-Calendar Works with QuickFile

Reduce no-shows by enabling seamless calendar integration for your invoices and client events.

• Universal Add-to-Calendar link support for Google, Outlook, Apple, and more.
• Brandable invite and landing pages enhance professionalism.
• Comprehensive click and attendance analytics to track engagement.
• Smart reminders ensure hosts and attendees never miss an update.

Add Calendar Links in QuickFile: Triggers & Actions

Turn QuickFile Activity into Calendar Engagement

1. Use CalendarLink for Every New or Updated Client

Automatically use CalendarLink when a new client is added or a contact is updated to signal interest in future events.

2. Send Data to CalendarLink

Effortlessly map client names, event dates, and descriptions directly to CalendarLink, with optional RSVP tracking.

3. Publish the Personalised Invite

Generate and retrieve the Add-to-Calendar link to embed in client communications.

Fire QuickFile Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Start by selecting a new event or RSVP trigger to synchronize data with QuickFile.

2. Map Add-to-Calendar Data

Ensure titles, dates, and times align perfectly and flow into your QuickFile client details.

3. Create a New Invoice or Client

Update a client record or create a new invoice to reflect the engagement tracked via CalendarLink.

Optimizsng Calendar Links in QuickFile

• Regularly check click and attendance analytics to refine strategies.
• Personalize invites to improve client engagement.
• Use smart reminders to keep commitments top-of-mind.
• Leverage brandable invites to maintain a consistent corporate image.