Automations for admins

Help your team send the same emails and texts every time. Set up Automations to reduce no-shows and keep meetings running smoothly.

As an admin, you can manage Automations for all event types, including Managed Events. You can also control which members can create, edit, and delete Automations in your organization. 

Automations for Managed Events

Owners and admins on the Teams and Enterprise plans can create, update, and lock Managed Automations for Managed Events that are assigned to users in the organization. To learn more, check out this article.

Automations for personal event types

Follow these steps to manage Automations for a user:

1. Go to Automations.
2. Open the My Calendly dropdown menu.
3. Select the user you want to manage.
4. Create or edit their Automations.

Helpful resources:

• How to create Automations
• How to edit or delete Automations

Automations for shared event types

Owners, admins, and shared event owners can manage Automations for shared event types.

Follow these steps:

1. Go to Automations.
2. Open the My Calendly dropdown and choose the event type owner.
3. Create or edit the Automations for the shared event type.

Automations for team event types

Owners, admins, and team managers can manage Automations for team event types.

Follow these steps:

1. Go to Automations.
2. Open the My Calendly dropdown menu and choose the team.
3. Create or edit the Automations for that team.