Getting Started with Workflows

Getting Started with Workflows

Workflows let you automate actions triggered by booking events. Send emails, trigger webhooks, and more — all without manual intervention.

What Are Workflows?

A workflow consists of:

1. Trigger — The event that starts the workflow (e.g., "booking created", "30 minutes before event").
2. Steps — The actions to perform (e.g., "send email to attendee", "call webhook").
3. Scope — Which event types the workflow applies to (all or specific ones).

Creating Your First Workflow

1. Go to Workflows in the sidebar.
2. Click New Workflow.
3. Give it a name (e.g., "Booking Confirmation Emails").
4. Choose a trigger:
- Booking Created — When someone books a meeting.
- Booking Confirmed — When a pending booking is confirmed.
- Booking Cancelled — When a booking is cancelled.
- Booking Rescheduled — When a booking is rescheduled.
- Before Event — A specified time before the meeting (e.g., 24 hours).
- After Event — A specified time after the meeting.
5. Add steps (actions to perform).
6. Optionally limit to specific event types.
7. Save and activate.

Available Actions

• Send Email — Send an email to the attendee, host, or a custom address.
• Send Webhook — Make an HTTP request to an external URL.
• Send SMS — Send a text message (coming soon).

Tips

• Start with a simple reminder workflow: "Before Event → 24 hours → Send email to attendee".
• Test your workflows by making a test booking.
• Disable workflows you're not using rather than deleting them — you might want them later.