Clients rarely miss a date out of carelessness. The inspection moved, the appraisal was rescheduled, the closing slid two days, and the invite in their calendar never caught up. Every client board now carries a live calendar link that keeps up on its own.
One link, every date on the board
Every client board has “Add every date to your calendar”, with buttons for iPhone / Apple, Google Calendar, Outlook (work or school) and Outlook.com, plus Copy link. Your client subscribes once, and every date they can see on their board, from steps and timed appointments to closing day, appears in their own calendar.
When a date moves on the deal, it moves in their calendar too. There’s no new invite to send and no old event for your client to delete. Each event’s notes say what it is and link straight back to that step on their board, under “Open your deal”.
Dated steps show as all-day events that don’t mark your client as busy, and a scheduled appointment shows at its time. Finished steps get a ✓, and a step that’s your client’s own to-do says so in its notes, so the calendar doubles as a quiet reminder of what’s theirs.
Agent-only and hidden steps are never in it. The calendar shows what the board shows, and nothing more. If a deal is archived, its client link shows an empty calendar.
Each client on a deal has their own link. When a client leaves the deal or you remove them, their link stops working, and the other clients’ links carry on. That’s why there’s no shared link for you to copy: each client adds the dates from their own board.
Invites for appointments
Some dates are appointments: an inspection at 10am, a signing at the title office. When you record one with Schedule on a step, you can add who it’s with, where and notes, and the client board shows it with buttons to call or email.
The email your client gets about a set or moved appointment carries a calendar invite, so Gmail, Outlook and Apple Mail offer “Add to calendar”. Calendar apps don’t reliably update an event that’s already been added, so a moved-time email tells your client to delete the old time, a removed one says to delete it there, and both point to the live calendar link on their board, which stays current by itself. Each email shows when, where and the time zone, and the time it was before if it moved. The appointment on the client board has its own “Add to calendar” button too.
Invites and the live link work together. A client who subscribed sees the appointment in their calendar either way; one who didn’t still gets each appointment from the email, ready to add with a tap.
Your own deals in your calendar
The same idea works for you. Settings → Calendar → “Your deals in your calendar” gives you one link with every step and closing on every deal you work, agent-only steps included and marked. Each event opens the deal, and it works the same way for agents and transaction coordinators.
Subscribe to it in Google, Apple or Outlook Calendar and your deal dates sit next to the rest of your week. When you move a date on a deal, your own calendar follows along with your client’s.
How to set it up
- Invite your clients to the deal. Each one finds “Add every date to your calendar” on their own board.
- Your client taps iPhone / Apple, Google Calendar, Outlook (work or school) or Outlook.com and confirms the subscription in their calendar app.
- For your own calendar, go to Settings → Calendar → “Your deals in your calendar” and subscribe the same way.
- When an appointment is booked, record it with Schedule on the step. Your client’s email about it carries the invite.
Good to know
- Calendar apps refresh on their own schedule. Apple and Outlook re-read the link about every hour; Google can take up to a day to show a change. For a same-day change, tell your client directly as well.
- Calendar apps can’t sign in, so anyone with a link can see those dates and step names. A client’s link ends when they leave the deal or you remove them. Your own link has Reset link in Settings → Calendar; the old one then stops updating.
- The “Add to calendar” button on an appointment is there for signed-in clients and your side of the deal.
- Emails to your side of the deal don’t carry invites; your own calendar link covers those dates instead.
- An appointment is a record of a booking made elsewhere. ClosedEasy doesn’t book inspectors, appraisers or other vendors for you.
Live calendar links are on every client board today, and the deal’s Client & invite tab shows your own. Apple, iPhone, Google Calendar, Gmail and Outlook are trademarks of their owners; ClosedEasy works with them but isn’t affiliated with any of them.