Schedly Workflows
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
- Trigger: When something happens (e.g., a new booking)
- Action: What should be done (e.g., send an email)
Example Use Cases
- Send a reminder email and SMS to the attendee 1 hour before the meeting
- Send a post-event follow-up email with a feedback link
- Notify your internal teammate of the meeting details
- Email the organizer if the attendee cancels
How to Set Up a Workflow
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These are the currently available trigger options:
- Before the event starts
- When the event is canceled
- When a new event is booked
- After the event ends
- When event is rescheduled
Available Actions
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You can automate actions such as:
- Sending an email to host
- Sending an email to attendees
- Sending an email to a specific email address
- Sending SMS to attendee
- Sending SMS to a specific number
- Send WhatsApp message to attendee
- Send WhatsApp message to a specific number
