Automations & notifications
14 articles
Automations overview
Discover how to automate meeting reminders and follow-ups with Automations. Learn to reduce no-shows, gather feedback, and improve the meeting experience easily, while managing customizable communications at key scheduling moments.
Calendly scheduling notifications
Learn how to optimize meeting scheduling with Calendly by understanding the two notification types: calendar invitations and email confirmations. Discover their functions, customization options, and when to use each type for effective communication.
Automate meeting prep and follow-up
Learn to automate meeting reminders and follow-ups and connect Calendly with video conferencing, payments, and analytics to streamline scheduling and boost productivity
How invitees can opt out or back in to texts
Invitees can manage text notifications from a meeting.
How to create an Automation
Learn to create Calendly Automations - use templates or build custom flows, set triggers and actions, customize messages with variables, add steps, and save automated email and text reminders.
How to customize emails and texts for Automations
Customize Automation emails and texts: add variables to autofill event and invitee details, and include hyperlinks in emails or plain URLs in texts so invitees can reschedule or book other meetings
How to edit, clone, or delete Automations
Learn how to efficiently manage your Workflows by editing, cloning, or deleting them through the three dots menu. Discover the steps to access, modify, and organize your Workflows effectively while ensuring you have the necessary permissions.
How to reconfirm meetings with Automations
Learn how to reduce meeting no-shows by using Automations to automate reconfirmation messages. Discover setup steps for email and text confirmations for invitees and hosts, ensuring efficient attendance management for meetings.
How to send Automation emails from your Gmail or Outlook account
Send Calendly Automation emails from your Gmail or Outlook address so recipients reply to your inbox. Select your connected account in the email action settings. Works only for personal event types and only one account can be used.
How to send Automation emails to non-meeting participants
Discover how to set up Workflow emails in Calendly to notify non-participants about meeting details. Keep your team and stakeholders informed on agendas, cancellations, and follow-ups without needing to be meeting attendees.
How to send text messages with Automations
Learn how to use Calendly Workflows to automatically send text message reminders for meetings, reducing no-shows. Discover limitations, character counts, message guidelines, and options for cancel or reschedule links for effective communication.
How to set up basic notifications
Learn how to set up basic email and text notifications for event reminders. Customize messages and toggle notifications on or off easily through the Scheduling page, ensuring your invitees stay informed before and after events.
How to use a no-reply email for confirmations
Learn how to configure Calendly to use a no-reply email for confirmations. This setup prevents invitees from seeing your email address and ensures that replies go to an unmonitored inbox, enhancing privacy and maintaining professionalism.
How to view your Automations
See which Automations apply to your account and event types and when they ran. Open Automations to view all, go to Scheduling then More options and select Notifications and automations for an event, and check a meeting's Timeline on Calendar