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Workflows: reminders & follow-ups

A workflow is a set of automated steps that fire around every booking — a reminder the day before, a follow-up an hour after, an alert when someone cancels.

How workflows run

Each workflow has one or more steps. A step pairs a trigger (when), an action (what), and an offset (how long before or after). Steps are scheduled the moment a booking is created and cleaned up automatically if the booking is canceled or rescheduled.

  • Free includes 1 active workflow; Pro makes them unlimited.
  • The seeded “Reminders” workflow covers the classic reminder-before + follow-up-after pair.
  • Workflows can target all event types or only the ones you pick.
Reminder emails carry a reconfirmation link — invitees confirm they're still coming, and you see the state on the booking.

Every option, explained

The complete reference — each option, what it does, and a concrete example. (The same table lives in the downloadable PDF guide on the help home page.)

OptionWhat it doesExample
TriggersWhen the workflow fires: booking created · N min before start · N min after end · canceled · no-show.booking_starts −1440
Email actionsInvitee reminder · host reminder · invitee follow-up.reminder at D−1
In-app actionA bell notification for the host.notify_host_inapp
Invitee SMSSMS reminder — coming soon.(coming soon)
OffsetMinutes relative to the trigger; negative = before.−60 = 1 h before
ScopeAll your event types, or a selection.Audit only
Active togglePause a workflow without deleting it.off during holidays
Workflows: reminders & follow-ups — Help center · Caledee