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How to create workflows in Calendly

Overview:

Elevate your scheduling efficiency with Calendly by mastering the creation of customized workflows. This guide empowers you to optimize your time management by providing a step-by-step process for designing and implementing workflows in Calendly. Streamline your scheduling experience, enhance productivity, and achieve clarity in managing appointments within the Calendly platform.

1. Begin by selecting the 'Workflows' tab.

1 Click on "Workflows"

2. Choose your desired workflow.

2 Click on "Use workflow"

3. Select the events for this workflow.

3 Click on "Select..."

4. Now move on to customize the workflow by pressing 'Edit'.

4 Click on "Edit"

5. Review your settings, then confirm by clicking on 'Done'.

5 Click on "Done"

6. Ensure your changes are saved by hitting 'Save'.

6 Click on "Save"

7. If you want to add another workflow, click on 'New Workflow'.

7 Click on "New Workflow"

8. Select the workflow you want to add.

8 Click on "Use workflow"

9. Add additional actions to your workflow if needed.

9 Click on "Add action"

10. Choose the preferred option from the drop-down menu.

10 Click on "Send an email t..."

11. Proceed to the next step.

11 Click on "Next"

12. Review and finalize your workflow by clicking 'Done'.

12 Click on "Done"

13. Lastly, don't forget to save your customized workflow.

13 Click on "Save"

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