CALENDLY WORKFLOWS
HOW TO SET UP WORKFLOWS
COMPLETE BOTH PARTS BELOW
Part 1 – Setting Up Email Integration
This part ensures that Calendly email workflows send from your Gmail/Outlook email
To set this up go to the Calendly home page and then click “Integrations” in the top right next to “Help”
Scroll down on that page until you see the Gmail logo saying “Gmail for Workflows” & then Click that
(If you use Outlook, look for “Outlook for Workflows” with the Outlook logo)
Then connect your email
Part 2 – Adding The Workflows
This part goes over setting up your workflows (text & email reminders)
Watch the 4 minute video below to set up the 4 workflows
(TURN THE VOLUME DOWN LOW BEFORE STARTING THE VIDEO)
Copy and paste the texts & email from the text box below the video
Text for booking confirmation workflow (copy and paste):
Hi {{invitee_first_name}}! – You’re scheduled for an {{event_name}} on {{event_date}} at {{event_time}}. Chat then! – {{event_organizer_name}}
Text for 2 Hour text reminder workflow (copy and paste):
Hey {{invitee_first_name}}! Super excited to go over your [LOCATION] home buying plans & set you up with our tools + resources. I’ll call you in 2 hours from [YOUR #] – {{event_organizer_name}}
Text for 30 Minute text reminder workflow (copy and paste):
Hi {{invitee_first_name}}! Quick 30 minute reminder. I’ll call from my # at {{event_time}} – {{event_organizer_name}}
Email for 3 Hour email reminder workflow (copy and paste):
Subject Line: Reminder: {{event_name}} in 3 Hours
Email Body:
Hi {{invitee_first_name}},
Hope you’re doing amazing so far today. Just a quick reminder before our call in 3 hours at {{event_time}}. I’ll give you a ring from [YOUR PHONE NUMBER HERE] then.
Chat soon.
Thank You!
{{event_organizer_name}}
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