How to use a pre-built, common workflow

Save time in the setup process and use a pre-built, common workflow 

  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.mceclip0.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.
  5. To automatically add information from your event type or information about your invitees to the message, place your mouse pointer where you want to add the data, select Variables then choose an item from the list and Calendly will replace them 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 & 5, then select Next.
  7. Select Done, then Save.

Workflows for Team Event Types

As a Calendly admin or owner, you can create Workflows for your teams collective and round robin event types. The process for creating and editing workflows is the same for team and individual event types. However, for team events, you will need to navigate to your team page.

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