How to automate basic notifications

Learn how to set up basic notifications in Calendly to keep invitees informed before and after events.

For more information on advanced notifications, see Workflows overview.

Before you begin

• Owners, admins, and users can set up basic reminder and follow-up notifications for their event types.
• Users on the legacy Essentials plan have access to default email notifications only.
• For general information on SMS text message notifications and how they are sent, see Send text messages with Workflows.

Enable or disable basic notifications

1. From the Event types page, select the event you wish to update.
2. Select More options at the bottom of the screen. 
3. Expand the Notifications and workflows section.
4. Locate the type of notification you wish to turn on/off and select the three vertical dots on the right hand side.
5. Select the toggle to turn them On/Off.
   
6. Select Save changes.

Personalize email and text notifications

Users on the Standard plan and higher can use these steps to update:

• the subject of a basic email notification 
• the body of a basic email notification or text message
• the dynamic variables in a basic email notification or text message

1. From the Event types page, select the event you wish to update.
2. Select More options at the bottom of the screen. 
3. Expand the Notifications and workflows section.
   •  
   • To personalize the message title/subject or body:
     1. Select the three vertical dots on the right hand side of the notification you wish to update, then Edit.
     2. Adjust the message title/subject or body. 
        
        
   • To add a dynamic variable:
     1. Select the three vertical dots on the right hand side of the notification you wish to update, then Edit.
     2. Select + Variables.
     3. Choose the dynamic variable(s) you'd like to use.
        
        
4. Select Save and close.