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.
Workflows for personal, shared, and team events
To create and edit Workflows for additional event types, review the guides below.
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.
Proceed with creating and editing Workflows for the user. Explore these resources to learn more about managing Workflows for a user:
How to create and edit Workflows for shared events
Owners, admins, and shared event type owners can create and manage Workflows for shared event types.
To get started, visit your Event types page and locate the owner of that event.
Next, navigate to the Workflows page. Then select the My Calendly dropdown menu and choose the owner of the shared event.
Proceed with creating and editing Workflows for the shared event. The process is the same for personal, shared, and team event types.
How to create and edit Workflows for team events
Owners, admins, and team managers can create and manage Workflows for team event types.
To get started, navigate to the Workflows page. Then select the My Calendly dropdown menu and choose a specific team.
Proceed with creating and editing Workflows for the team. The process is the same for personal, shared, and team event types.