ServeManager

Why Calendar Links Supercharge ServeManager

Calendar links in ServeManager streamline scheduling and reduce no-shows with clear calls to action and automated notifications.

• Universal Add-to-Calendar support across Google, Outlook, Apple, and more.
• Reminders and notifications keep all parties informed and engaged.
• Brandable invitations and landing pages enhance client experience.
• Integration with ServeManager via Zapier, API, and webhooks.

How ServeManager Works with CalendarLink

Turn ServeManager Activity into Calendar Events

1. Create a CalendarLink for each new or updated contact

When a new contact is added or an existing contact is updated in ServeManager, it signals the perfect opportunity to create a calendar event.

2. Send data to CalendarLink

Map contact names, event dates, and necessary details such as descriptions. Optionally capture RSVP responses for tracking.

3. Publish the personalised invite

Once mapped, retrieve the Add-to-Calendar link and share it with clients through ServeManager's dashboard.

Fire ServeManager Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Use triggers for newly created events in CalendarLink to initiate workflows in ServeManager.

2. Map Add-to-Calendar Data

Automatically match titles, dates, and attendees details from CalendarLink into ServeManager processes.

3. Find or Create Court Case

Update a record in ServeManager or log engagement by finding or creating the appropriate court case for seamless process management.

Pro Tips for ServeManager and Add-to-Calendar

• Utilize attendance analytics to refine scheduling strategies.
• Ensure reminders are set to mitigate no-shows effectively.
• Synchronize subscription calendars for consistent data accuracy.
• Leverage mobile embeds for broader reach and accessibility.