Communication tools
4 articles
How to create and manage email templates
Learn how to create, use, edit, and delete email templates (limited availability). Use the composer to save templates, generate content with an AI helper, and personalize bulk messages with variables.
How to use and manage Recommended Follow-ups
Learn to send and edit Recommended Follow-ups in Calendly, access them from Contacts or weekly emails, dismiss or view threads, and adjust notification settings and appearance rules
How to view and send emails in Calendly
Learn how to connect your email to Calendly to view email communications directly on the contact details page. Discover steps to sync your Gmail account and troubleshoot permission issues to enhance your meeting preparation.
Recommended Follow-ups overview
Recommended follow-ups auto-identifies contacts who haven't booked after you shared availability, sends weekly suggestion emails, and lets you send templated or personalized follow-ups from Calendly with the Gmail for Workflows integration.