Cal Pals! I’ve missed you! We’re back with a new year and I’m excited to talk about one of my favorite features for maximizing your Calendly ROI and making your day-to-day workflows ( 😉) so simple you’ll feel like you’re on vacation 🌴
Generally speaking, both Workflows and basic reminders are great tools to reduce no-shows and keep your invitees in the loop. This said, I am ✨such ✨ a Workflows cheerleader. I hope to help shed some light on my obsession and bring some new folks to the Workflows party.
Who can use this feature?
Calendly’s Workflows are available to users on our Standard, Teams, and Enterprise plans, as well as the legacy Professional plan.
FYI: The Teams plan is available for both multi-user organizations as well as for individual use. To learn about the features in each plan, feel free to check out our pricing page!
Workflows vs. Basic Reminders
| Workflows | Basic Reminders |
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💡*Tip: General limits and restrictions apply for SMS text usage. To learn more about SMS credits and appropriate use, click here.
Getting Started with Workflows
For a step-by-step guide on how to create Workflows, feel free to check out this great Help Center article. The linked article provides written instructions and feature details, as well as a video tutorial for my visual learners.
Personal Workflows
When you create a personal Workflow, whether it be for yourself or for another user in your organization, it can only be applied to that host’s event types.
If you are an admin or owner in your Calendly organization, you can create personal Workflows for other users in your organization by toggling into their user view(s) using the “My Calendly” dropdown in the Workflows page.
Team Page Workflows
Now I know you’re wondering– can I use Workflows for my team page events? Ok, maybe you weren’t already wondering that, but I bet you are now 😊
🥁 Drumroll…
Yes, you can! Since personal Workflows can only be applied to that host’s event types, if you would like to apply a Workflow to a team page, you can toggle into that teams Workflows page view using the “My Calendly” dropdown in the Workflows page.
Additionally, you will be able to view the Workflows for any team you are assigned to while logged into your account and viewing your Workflows page, as shown below.
💡Tip: While it is possible to create Workflows for your team pages, shared event types cannot at this time use Workflows.
If you would like to use Workflows for a Collective or Round Robin event type, you will want to create the event type in a Team page instead of as a shared event type.
See the following articles for help creating a Collective or Round Robin event type in a team page:
Let us know with some of your favorite ways to use Workflows! As always, feel free to reply with any additional questions you may have– we’re here to help!
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