Sharing Calendar Links with Your Clients

Nekst now gives you an easy way to share important dates from any transaction directly to your clients personal calendars. Whether they are a part of 1 or 100 transactions, this single calendar link requires a 1-time setup and will be updated as new transactions are added or tasks are marked complete.

Every Contact in your account now has two calendar links you can share:

• **Key Dates Link **- which consists of ALL Key Dates for the transactions in which they are associated
• **Roadmap Link **- which consists of ALL Roadmap tasks for the transaction in which they are associated

Your clients can click either link to instantly subscribe to the dates related to their Active Transactions. This keeps everyone aligned without manual reminders.

Where to Find the Calendar Links

Each Contact now has a dedicated section on their profile called Calendar Links.

Inside, you will see:

• Key Date Link
• Roadmap Link

You can manually copy the link by clicking the copy icon next to each option.

Sharing Calendar Links in Emails or SMS

You can also share these links directly through your workflows by using SmartTags. These SmartTags pull the correct link based on the role attached to the contact in the transaction.

Use the following SmartTags in Email Tasks or SMS Tasks:

• Key Dates:

#contact.<role_name>.calendarLinkKeyDates

• Roadmap:

#contact.<role_name>.calendarLinkRoadmap

What Your Client Sees

Once shared, your client can open the link and subscribe using their preferred calendar:

• Google Calendar
• Apple Calendar
• Outlook
• Other calendar apps that support URL subscriptions

They will see all of the important dates from their active transactions, updated automatically whenever you adjust tasks or deadlines in Nekst.

Best Practices

• Include the Key Dates link in your intro email to new clients
• Add the Roadmap link to milestone touchpoints like contract acceptance or listing launch
• Use SmartTags to automate link sharing in all of your templates

This keeps your clients organized and reduces questions about deadlines or upcoming tasks.

Updated on: 11/19/2025