How to automatically send a text message to yourself

  1. From your Home page, select Workflows, then Create your own workflow.

  2. At When this happens select the condition that will cause the workflow to run.

  3. At How Long…? select the timing for when the workflow runs.

  4. At Do This, select an action to perform, then select Next.

  5. At Workflow Name, enter a name for the workflow.

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

  7. In the Do this section, select Edit to customize the text message as desired.

  8. At Choose a template, select a text message template or create your own with Custom.

  9. 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.

  10. At Send text message to, enter your phone number to verify your identity, then select Send verification code. Once received, Enter code to verify, then select Done.

  11. To add more actions, click Add action, repeat steps 8 through 10, then click Next.

  12. Select Done, then Save.

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