# Workflows for Calendly

## **Event Confirmation Notifications**

This workflow sends event confirmation messages once a meeting is booked. Follow these steps to configure the workflow:

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FpFmL2Rc1PCRkf5lYONnW%2FScreenshot%202024-12-16%20171710.png?alt=media&#x26;token=040892e8-d0b8-481b-a905-4051bae6caa2" alt=""><figcaption></figcaption></figure>

1. Click on **+Add Workflow** under Event Confirmation Notifications. You will be redirected to the Event Confirmation Notification setup window.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FNFY0pOJFOlmQSfDC0xVl%2FScreenshot%202024-12-16%20171904.png?alt=media&#x26;token=0c61153d-9a2d-4943-879c-318bb28f132e" alt=""><figcaption></figcaption></figure>

2. Select the event from the dropdown menu for which you want to send confirmation notifications. All events from your Calendly account will be listed here.
3. Select the desired WhatsApp confirmation template to share with your customers. Map the variables like Recipient's Phone Number, Recipient's Name, Event Link, and more to personalize the messages.
4. Define the action you’d like to perform in BizMagnets, such as Updating the contact number, Sending a sequence of messages, Sending targeted broadcast messages etc.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FwGEhNA5cm4hG5EXMPsz3%2FScreenshot%202024-12-16%20172136.png?alt=media&#x26;token=b6c09c38-425f-4e0b-946c-4123a2620a21" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If you want to run a sequence of messages or send targeted broadcasts, make sure to update the Contact Tags.
{% endhint %}

5. After selecting the event, adding the template, and defining the action, click **Create Workflow** to finalize the setup.

You can repeat this process to create Event Confirmation Notifications for all events in your Calendly account. Simplify your event communication with BizMagnets!

## Event Reminder Notifications

Easily send event reminders before a meeting starts using BizMagnets. Follow these steps to set up the workflow:

1. Click on **+Add Workflow** under Event Reminder Notifications. You will be redirected to the Event Reminder Notification setup window.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F4eIqgX1D1iBuWM7l9Bdg%2FScreenshot%202024-12-16%20172917.png?alt=media&#x26;token=d3f541e3-2d4b-4450-8edf-019ce85f5c7b" alt=""><figcaption></figcaption></figure>

2. Select the event from the dropdown menu for which you want to send reminder notifications. All events created in your Calendly account will appear in the dropdown.
3. Choose how long before the event you want to send the reminder.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FY1gZCFNwfHBc87SIP7VF%2FScreenshot%202024-12-16%20173028.png?alt=media&#x26;token=3a205efb-a5d8-4d5e-8e4c-e29881f6e835" alt=""><figcaption></figcaption></figure>

4. Pick the desired WhatsApp template for reminders. Map the appropriate variables, such as Recipient's Phone Number, Recipient's Name, Event Link, and more, to personalize messages for your customers.
5. After selecting the event, adding the template, and configuring the action field, click **Create Workflow** to finalize.

Repeat this process to create Event Reminder Notifications for other events in your Calendly account.

## **Event Follow-Up Notifications**

The same steps can be followed to configure workflows for **Event Follow-Up Notifications**.

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2FRfLBVy7sBZRHI15G5ug3%2FScreenshot%202024-12-16%20173525.png?alt=media&#x26;token=0f3692a3-bcb8-46ed-97d7-9ebcb37028d5" alt=""><figcaption></figcaption></figure>

## Checking Calendly Logs

To ensure your workflows are functioning correctly, navigate to the **Logs** section in the Calendly integration within BizMagnets. Stay informed and manage your event communications seamlessly!

<figure><img src="https://789614814-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvCr7uCTpZRGEF8A48OOJ%2Fuploads%2F5SUSeDrNnpkVw4XTCm1w%2FScreenshot%202024-12-16%20173442.png?alt=media&#x26;token=42b58a3f-9cc6-474a-aaf3-44fa51f8cf68" alt=""><figcaption></figcaption></figure>
