help.calendly.com Open in urlscan Pro
216.198.54.1  Public Scan

Form analysis
2 forms found in the DOM

GET /hc/en-us/search

<form role="search" class="search search-box search-box--navbar" id="search-box-navbar" data-search="" action="/hc/en-us/search" accept-charset="UTF-8" method="get">
  <input name="utf8" type="hidden" value="✓">
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GET /hc/en-us/search

<form role="search" class="search search-box search-box--small" id="search-box-article-page" data-search="" action="/hc/en-us/search" accept-charset="UTF-8" method="get">
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</form>

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 3. Workflows




HOW TO SEND WORKFLOW EMAILS TO NON-MEETING PARTICIPANTS

October 28, 2024

WHO CAN USE THIS FEATURE?

This feature is in

Available on

 1. Standard
 2. Teams
 3. Enterprise

Available to

 1. All Users

WHO CAN USE THIS FEATURE?

This feature is in

Available on

 1. Professional

Available to

 1. All Users


Current Plans Legacy Plans



 

Learn how to configure Workflows to automatically send emails with meeting
details to recipients other than the host or invitee. These emails keep your
teammates and external stakeholders updated on your meeting status, so they know
when to act and support your meetings.

For example, you can:

 * Prep meeting materials: Remind your teammates to create a meeting agenda or
   presentation

 * Make cancellation adjustments: Prompt your Executive Assistant to reschedule
   or fill the time slot.

 * Assist with follow-ups: Notify a contractor that the meeting ended so they
   get started on to-do’s.


HOW TO CREATE THE WORKFLOW

 1. On the Home page, click Workflows from the left menu.
 2. Select + New Workflow.
    * If this is your first Workflow, skip to step 3.
 3. Locate and select the Email to someone else template that suits your needs. 
    
    
    Email reminder to someone else
    
    Email follow-up to someone else
    
    Email cancellation notification to someone else

 4. Follow the prompts to customize your Workflow.
    
    * For more information, see How to create a Workflow.

NOTE

You can add one Email to someone else action per Workflow, with a limit of three
Email to someone else Workflows per event type.


FAQ

 * Can I email someone outside my Calendly organization?
   * Yes. You can pick from Calendly users or add someone else’s email.
 * Can recipients opt out of Workflows emails?
   * Yes. They can opt out of future emails by clicking Unsubscribe from these
     notifications at the bottom of the email. 
     
 * How many recipients can I add to my Workflow?
   * A maximum of 10 recipients can be added to an Email to someone else
     Workflow.



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RELATED ARTICLES

 1. Workflows overview
 2. Automate meeting prep and follow-up
 3. Automatically send invitee notifications before and after events
 4. How to create a Workflow
 5. Routing Forms Best Practices

IN THIS ARTICLE

How to send Workflow emails to non-meeting participants
 * How to send Workflow emails to non-meeting participants
 * How to create the Workflow
 * FAQ


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 * Prelude

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 * Calendly for Android
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 * Contact Us

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