Workflows for admins

Standardize your team's automated emails and texts by setting up their Workflows. These customizable reminders and follow-ups help reduce no-shows and improve your team's meeting experience.

As an admin, you can set up Workflows for Managed Events, and also create and update Workflows for other event types. You can also control which members can create, edit, and delete Workflows in your organization

Workflows for Managed Events

Owners and admins on the Teams and Enterprise plans can create, update, and lock Managed Workflows for Managed Events that are assigned to users in the organization. To learn more, review How to set up Admin-Managed Workflows.

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Workflows for personal, shared, and team events

To create and edit Workflows for additional event types, review the guides below.

Personal events Shared events Team events

How to create and edit Workflows for a user

To get started, navigate to the Workflows page. Then select the My Calendly dropdown menu and choose the user.

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Proceed with creating and editing Workflows for the user. Explore these resources to learn more about managing Workflows for a user: