Workflows: reminders and follow-ups

Emails sent at a moment around a meeting, to the booker, the host or someone else.

Make one

1. In Scheduling, open Workflows and press New workflow.
2. Pick a starting template, grouped by when it goes out, or Start from nothing.
3. Set When (When booked, Before it starts, When rescheduled, When cancelled, After it ends, When marked a no-show), who it goes To, the Subject and the Message.
4. Under For, tick meeting types, or leave none ticked for all of them, and press Save.

Filled in for each meeting

The message can carry {name} {email} {meeting} {host} {when} {location} {join} {reschedule} {cancel} {rebook}, each filled in for the meeting it is sent about.

Yours and the company's

Your workflows go out for your own meetings and your teams'. Company workflows, made with New company workflow by a Scheduling manager, go out for every host's meetings. A meeting type's own Email reminder to the booker and Follow-up email after the meeting are set in its Notifications part.