Workflow templates / Sales & leads
Confirm Calendly bookings
A new booking is confirmed and reminded before it starts, a moved one gets the new time, and a cancelled one gets a short note.
Works with: Any channel, A connected app
How it works
- Someone books, moves or cancels a meeting
- A booking gets a confirmation, a moved one the new time
- A day, an hour and 10 minutes before, a reminder (none if it was cancelled, none for a time already past)
- A cancellation gets a note with a way to rebook
Steps in the workflow: Trigger, Condition, Send message, Send message, Delay, Condition, Delay, Send message, End, Condition, Delay, Send message.
Who it is for
Teams that take meetings through Calendly.
Good to know
- Do I need the app?
- Yes. Connect Calendly under Apps and pick it on both starts.
- Who gets the message?
- The contact whose email matches the booking. Nobody is messaged when there is no match.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.