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BJ17570
Community Member
November 6, 2023
Question

Can I set up a workflow to send client docs only upon their Initial meeting scheduling

  • November 6, 2023
  • 1 reply
  • 145 views

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?

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1 reply

Kelsi
Kelsi
CalPal Emeritus
November 6, 2023

Hey there, @BJ17570! What a great question! This is not currently a feature (but I think it’s a great idea for one). That said, I have a work around to propose!

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? 

Kelsi - Calendly Community
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