• Workflows

Never Miss a Touchpoint With Automated Outreach and Follow-Up

Easily send invites, gentle scheduling nudges, timely meeting reminders, and post-meeting follow-ups all without leaving Schedly. Every step of the process is handled for you, ensuring your attendees stay engaged and informed from the first invite to the final follow-up. By automating these touchpoints, you can focus your time and energy on high-impact work that drives results instead of managing the small details.

Create a workflow. Automation options: event reminders, email, and text.

Smarter Automation for Faster Responses

Take the hassle of scheduling and meeting communications off your plate with Schedly. From the first invite to the final follow-up, Schedly keeps everyone informed and engaged so your meetings always move forward. Automated reminders, confirmations, and updates ensure nothing slips through the cracks, allowing you to stay focused on building relationships and driving results instead of managing logistics.

Reschedule meeting workflow. Email to Kathryn Irving with new time options. Send email button.

Streamlined Scheduling and Rescheduling

Schedule in fewer steps
Quickly send personalized emails with your scheduling link directly from Schedly without switching between platforms. Keep the process smooth for both you and your recipients while saving valuable time.

Set a booking reminder
Easily schedule a reminder email with a single click for anyone who hasn’t booked yet. Ensure no opportunity slips through the cracks by keeping your meeting top of mind.

Reschedule without stress
When plans change, send a reschedule request in seconds and let recipients choose a new time that works for them. Keep the conversation moving forward without the back-and-forth.

Automate Every Step Before and After Your Meetings

Save time around meetings
Streamline your entire scheduling process by using Schedly Workflows to automate the emails and text messages sent before and after your meetings. Whether it’s sending invites, sharing important details, or coordinating with hosts and teammates, everything happens automatically. Apply your Workflows across multiple meeting types to create a consistent, efficient experience that saves you valuable time.

Reduce meeting no-shows
Keep your meetings full and on schedule by sending automated reminders that ensure everyone is on time and fully prepared. Choose from pre-built Workflow templates or customize your own to fit your communication style. This keeps your attendees engaged and your schedule running smoothly.

Never forget a follow-up again
After your meeting wraps, Schedly can automatically send a follow-up email that includes your scheduling link, relevant resources, and next steps. This keeps the conversation moving forward and helps you close the loop without having to remember every detail yourself.

Workflow automation: Text reminder, Email follow-up.

Turn Every Meeting Into a Revenue Opportunity With Schedly’s Powerful Scheduling Tools

Salesforce and HubSpot lookup flow chart for scheduling. Routing to account manager or new inquiry flow.
Routing

Whether you’re qualifying new leads or handling customer support inquiries, Schedly’s smart routing makes sure every meeting goes to the right person — or the first available expert — so prospects and customers get the help they need faster.

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Scheduling poll showing meeting times and votes.
Meeting Polls

Let groups quickly vote on their preferred meeting times, then have Schedly automatically schedule the option that works best for everyone. Eliminate the back-and-forth, save time, and make it effortless to get the right people together.

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Scheduling workflow: automated text reminders and follow-up emails.
Workflows

With Schedly, automated and personalized email and text reminders keep every attendee informed and on time, while post-meeting follow-ups are sent automatically so next steps are never missed. Reduce no-shows, maintain momentum, and keep conversations moving forward.

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Scheduling: Stripe and PayPal payment integrations for scheduling consultations.
Payment Collection

With Schedly, professionals who charge for their time can collect payments seamlessly during the booking process through built-in Stripe and PayPal integrations — ensuring you get paid upfront while making scheduling effortless for clients.

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2,500+ Customers Streamlining Their Bookings, No Matter the Appointment Challenge.

Companies of all shapes and sizes rely on Schedly to simplify scheduling — and keep their businesses running smoothly.

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Transform Your Booking Process

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