What Are Workflows?
Workflows in Schedly allow you to automate actions when a specific event happens, such as when a booking is created, canceled, or about to start. This makes it easy to stay on top of communication, send reminders, and reduce manual work.
Each workflow follows a simple logic:
Trigger → Action
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Trigger: When something happens (e.g., a new booking)
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Action: What should be done (e.g., send an email)
Example Use Cases
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Send a reminder email and SMS to the attendee 1 hour before the meeting
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Send a post-event follow-up email with a feedback link
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Notify your internal teammate of the meeting details
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Email the organizer if the attendee cancels
How to Set Up a Workflow
These are the currently available trigger options:
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Before the event starts
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When the event is canceled
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When a new event is booked
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After the event ends
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When event is rescheduled
Available Actions
You can automate actions such as:
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Sending an email to host
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Sending an email to attendees
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Sending an email to a specific email address
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Sending SMS to attendee
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Sending SMS to a specific number
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Send WhatsApp message to attendee
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Send WhatsApp message to a specific number