Help your team send the same emails and texts every time. Set up Workflows to reduce no-shows and keep meetings running smoothly.
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, check out this article.
Workflows for personal, shared, and team events
To create and edit Workflows for additional event types, review the guides below.
Workflows for a user
To get started, go 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:
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, go to the Workflows page. Then select the My Calendly dropdown menu and choose the event owner.
Create or edit the Workflow for the shared event.
Workflows for team events
Owners, admins, and team managers can create and manage Workflows for team event types.
To get started, go to the Workflows page. Then select the My Calendly dropdown menu and choose a team.
Create or edit the Workflow for the team.