Workflows & notifications
14 articles
Automate meeting prep and follow-up
Discover how to automate meeting preparation and follow-ups by leveraging Workflows and integrating essential tools with Calendly. Streamline your work routine and boost productivity through automated reminders, follow-ups, and seamless tool conne...
Calendly scheduling notifications
Learn how to optimize meeting scheduling with Calendly by understanding the two notification types: calendar invitations and email confirmations. Discover their functions, customization options, and when to use each type for effective communication.
How invitees can opt out or back in to texts
Invitees can easily manage text notifications related to meetings. They can opt out of messages by replying with STOP or opt back in with START. It's essential to use the same number for replies, as messages sent to different numbers will not be p...
How to create a Workflow
Learn to automate meeting reminders and follow-ups by creating customized Workflows. Discover how to use templates, set triggers, customize messages, and manage your Workflows effectively for smoother communication.
How to customize emails and texts for Workflows
Learn how to customize your Workflow messages in Calendly by adding variables for event details and invitee information. Enhance scheduling by linking to other events and streamline communications through tailored emails and texts.
How to edit, clone, or delete Workflows
Learn how to efficiently manage your Workflows by editing, cloning, or deleting them through the three dots menu. Discover the steps to access, modify, and organize your Workflows effectively while ensuring you have the necessary permissions.
How to reconfirm meetings with Workflows
Learn how to reduce meeting no-shows by using Workflows to automate reconfirmation messages. Discover setup steps for email and text confirmations for invitees and hosts, ensuring efficient attendance management for meetings.
How to send Workflow emails from your Gmail or Outlook account
Learn how to utilize Workflows to send personalized emails from your Gmail or Outlook account instead of the default address. Connect your email, set it in Workflows, and receive replies directly in your inbox for enhanced communication.
How to send Workflow emails to non-meeting participants
Discover how to set up Workflow emails in Calendly to notify non-participants about meeting details. Keep your team and stakeholders informed on agendas, cancellations, and follow-ups without needing to be meeting attendees.
How to send text messages with Workflows
Learn how to use Calendly Workflows to automatically send text message reminders for meetings, reducing no-shows. Discover limitations, character counts, message guidelines, and options for cancel or reschedule links for effective communication.
How to set up basic notifications
Learn how to set up basic email and text notifications for event reminders. Customize messages and toggle notifications on or off easily through the Scheduling page, ensuring your invitees stay informed before and after events.
How to use a no-reply email for confirmations
Learn how to configure Calendly to use a no-reply email for confirmations. This setup prevents invitees from seeing your email address and ensures that replies go to an unmonitored inbox, enhancing privacy and maintaining professionalism.
How to view your Workflows
Learn how to view and manage Workflows for your event types in Calendly. Discover how to check active Workflows, view timelines for scheduled meetings, and troubleshoot email delivery issues to ensure invitees receive reminders effectively.
Workflows overview
Discover how to automate meeting reminders and follow-ups with Workflows. Learn to reduce no-shows, gather feedback, and improve the meeting experience easily, while managing customizable communications at key scheduling moments.