How to automatically send a text message to yourself

Adding your phone number to your Calendly account

To send a text message to yourself, you will first need to add your phone number to your Calendly account. To do this:

  1. Go to your Account Settings.
  2. Click Workflows.
  3. Enter your mobile phone number into the box and click Send verification code. You will receive a text message with a numeric code.
  4. Enter the verification code into the boxes and click Save.

Your phone number is now saved, and can be selected when creating a workflow.

Creating the text message workflow

Note

Calendly has numerous text message templates for sending text messages to hosts. The steps below outline creating a custom workflow.

  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.
    SMS_Host_21JAN2021.png

  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.
    SMS_Message_21JAN2020.png

  10. At Send text message to, confirm the phone number you wish for the message to be sent to. If you have set up a phone number in account settings, it will automatically be chosen. You also have the option to change the phone number at this stage, if desired.

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

  12. Select Done, then Save.