Link2Calendar (formerly Book2Act): Adding a Scheduled Meeting to Outlook

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: Link2Calendar, formerly known as Book2Act, offers a user-friendly solution for scheduling appointments and efficiently integrating them with Microsoft Outlook. In this tutorial, Tony Holowitz demonstrates how clients can easily add a booked appointment to their Outlook calendar. By following these simple steps, users can ensure that all their scheduled meetings are recorded and managed effectively. Let’s dive into the process of adding a scheduled meeting to Microsoft Outlook using Link2Calendar.

Step 1: Booking an Appointment:

  • Clients book appointments using Link2Calendar’s online booking service by selecting a preferred time slot and providing relevant information.

Step 2: Downloading the ICS File:

  • After booking the appointment, clients receive an email notification containing an ICS file.
  • The ICS file contains all the information regarding the scheduled meeting.

Step 3: Accessing the ICS File:

  • Clients navigate to their downloads folder and locate the ICS file they just received.

Step 4: Opening the ICS File in Microsoft Outlook:

  • Clients click on the ICS file to open it in Microsoft Outlook.
  • Microsoft Outlook recognizes the ICS file as a meeting invitation.

Step 5: Importing the Meeting to Microsoft Outlook:

  • Microsoft Outlook opens a window displaying all the information from the ICS file, including the scheduled time and other details.
  • Clients can review the meeting information and click on “Add” or “Save” to import the meeting into their Microsoft Outlook calendar.

Step 6: Confirming the Meeting in Microsoft Outlook:

  • The imported meeting appears in the Microsoft Outlook calendar with all the relevant details, such as date, time, location, and participants.

Step 7: Integrating the Appointment with Act:

  • If desired, clients can also integrate the scheduled appointment with Act software, ensuring all appointments are efficiently recorded in their Act database.

Conclusion: Link2Calendar, formerly known as Book2Act, simplifies the process of scheduling appointments and integrating them with Microsoft Outlook. By downloading the ICS file and importing it into their Outlook calendar, clients can effortlessly keep track of their booked meetings and ensure they never miss an appointment. The seamless integration between Link2Calendar, Microsoft Outlook, and Act software streamlines appointment management and enhances overall productivity. Embrace the power of Link2Calendar and experience a hassle-free approach to appointment scheduling today. Take control of your calendar and stay organized with Link2Calendar!