Users on our Standard, Teams and Enterprise plans gain full access to Workflows - and Workflows are THE BEST! Say goodbye to wondering if your invitees will remember they booked a meeting with you a month in advance - you can remind them (via SMS and/or email)! Are you hoping to send a followup “thank you” email to everyone that paid to meet with you and learn about training their puppies? You can do that with Workflows! Want to send additional resources to invitees that booked with you and sat through a webinar teaching them how to take control of their financial futures? You can do that, too! Currently, you may be using multiple applications or manually copying and pasting event and invitee information between Calendly and another application to get these kind of tasks done. Not anymore with, Workflows!

Watch the video I created, below, that gets into the nitty gritty details of setting up and using Workflows.

Phew - you got through the video! Now you should feel confident setting up your first Workflow. If you don’t - comment below, and we’ll help you gain that confidence and get on your way!