How to reconfirm booked events with an email

How to reconfirm booked events with an email

  1. From your Home page, select Workflows. Review the pre-built, common workflows on the page and select Use workflow on the one you want to use. Note: You can also select Create your own workflow and customize the workflow as desired.

    email_confirmation_request_workflows_01APR2021.png
  2. At Workflow Name, enter a name for the workflow.

  3. At Which event types will this apply to, select each event type that you want to use this workflow, then select Apply

  4. In the Do this section, select Edit then customize the message as desired.

    Email_body_reconfirmation_workflows_02APR2021.png

    Note: Leave the Include reconfirmation button checked. Unchecking it will prevent the email from including the button that invitees use to reconfirm the booked event. If you are creating your own reconfirmation email workflow, you’ll need to select this option.

    Include_Reconfirmation_Button_workflows_01APR2021.png
  5. To add information from your event type or information about your invitees to the message automatically, place your mouse pointer where you want to add the data, select Variables, then choose an item from the list and Calendly will replace it with actual values from your event or invitees.

    • Repeat this step to add additional variables.

  6. To add more actions, click Add action, repeat steps 4 and 5, then select Next.

  7. Select Done, then Save.

Was this article helpful?
2 out of 4 found this helpful