I work as a counselor and would like to use a workflow for new clients when they schedule their very first meeting. Is there a way that Calendly can recognize the user who is booking events so that they could get a more unique first-time email that has different contents than a recurring event booking workflow or reminder email?
Question
Can I set up a workflow to send client docs only upon their Initial meeting scheduling
This topic has been closed for replies.
Hey there,
You can create an event type that you use solely for first-time clients and apply your workflow to that event only. This way, all bookings for that event type get the “new client” info you want them to.
From that point on, you can have clients book secondary event types without the workflow applied.
If you are using a website, this can be done very easily. Embed the “first time” event type on the website, and use our redirect feature to send clients to a secondary event’s booking page prompting them to book their next appointment from the first booking’s confirmation. Or, use a routing form to ask clients “is this your first time booking?” so when answered “yes” they are sent to your “first time event” and when answered “no” they are sent to a secondary event. Check out this handy overview of our embed options! You can also take a look at this website for examples of each one.
These are just two ideas - but if neither works, we can brainstorm more! What do you think?
Sign up
Already have an account? Login
Not a Calendly user yet? Head on over to Calendly.com to get started before logging into the community.
Employee Login Customer LoginLogin to the community
Not a Calendly user yet? Head on over to Calendly.com to get started before logging into the community.
Employee Login Customer LoginEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.