How can agencies customize automated communications for clients?

You can fully customize confirmation, reminder, and follow-up messages. Cal.com supports branded templates and dynamic content, letting you personalize communication for each client or project.

Can we automate reminders for team and client meetings?

Yes, Cal.com Workflows send automated reminders before meetings to both your team and clients via email, SMS, or WhatsApp, reducing no-shows and missed appointments.

Does Cal.com support recurring bookings for agency clients?

Absolutely. You can automate scheduling for recurring meetings, monthly check-ins, or project milestones, ensuring everyone stays aligned.

How does Cal.com help agencies scale their scheduling operations?

By automating manual scheduling tasks, Cal.com enables your agency to handle more clients and projects efficiently, freeing up time for higher-value work.

Is it possible to integrate Cal.com workflows with our existing CRM or project management tools?

Yes, Cal.com offers integrations and a robust API, allowing you to sync bookings, contacts, and reminders with your agency’s preferred tools.

Can we use Cal.com workflows if we self-host the platform?

Definitely. All workflow features are available in both hosted and self-hosted deployments, giving you full control over your scheduling infrastructure.

How quickly can agencies set up and start using workflows?

Most agencies can set up essential workflows in minutes using the visual builder. Developers can further extend automation using the API and integrations.

Workflows for agencies

Automate client scheduling and communications with Cal.com workflows for agencies

Streamline your agency’s scheduling, automate reminders, and provide clients with a seamless experience using Cal.com Workflows.

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Workflow/Agencies reminder workflowSave

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Sender name

Cal.com

Message template

Reminder

Vertraut von schnell wachsenden Unternehmen auf der ganzen Welt

How Cal.com workflows drive agency success

See how agencies automate scheduling, reminders, and client communications for maximum efficiency.

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Set up automated client bookings

Use Cal.com to let clients book meetings, project kickoffs, or consultations directly. Automate confirmations so every client receives instant, professional communication.

Automate reminders for every touchpoint

Send timely reminders via email, SMS, or WhatsApp to clients and teams before meetings or deadlines, reducing no-shows and last-minute reschedules.

Customize follow-ups and branded messaging

Automatically follow up after meetings with personalized messages, feedback forms, or next steps, all customized to your agency’s voice and brand.

Key benefits for agencies using workflows

Unlock efficiency, reliability, and a polished client experience with Cal.com Workflows tailored for agencies.

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Meeting reminder

now

Hi, this is a reminder that your agencies meeting with Alex is in 30 mins

…

Save time by automating manual tasks

Let workflows handle meeting confirmations, reminders, and follow-ups so your team can focus on delivering value to clients.

Bookings

Today

Tue, 13 May9:00am - 9:30amAgencies kickoff | Q2

Tue, 13 May10:30am - 11:00amAgencies team standup

This week

Tue, 14 May10:30am - 11:00amAgencies review

Tue, 14 May1:00pm - 1:30pmClient follow-up

Reduce no-shows and missed deadlines

Automated reminders keep clients and team members on track, lowering the risk of missed meetings or project milestones.

Trigger

When

Before event starts

How long before event starts?

24hours

Action

Do this

Send email to attendees

Message template

Reminder

Deliver a branded, consistent client experience

Every touchpoint is tailored to your agency’s brand, ensuring clients feel valued and informed at every stage.

Email subjectAdd variable

Are you joining the agencies session on {EVENT_DATE}

Normal BIlink

Hi {ATTENDEE},

Please confirm if you're still planning to attend by clicking the button below:

{CONFIRM_ATTENDANCE}

This reminder was triggered by a Workflow in Cal.

Scale your agency effortlessly

Workflows allow you to manage more clients and projects without adding administrative overhead, supporting your agency’s growth.

Agency-focused workflow features

Advanced automations and customization options designed to meet agency needs.

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Flexible scheduling automations

Automate bookings, reminders, and follow-ups for different service offerings, from consultations to project reviews.

Multi-channel reminders

Send notifications via email, SMS, and WhatsApp to keep clients and teams engaged and informed.

Custom branding for all communications

Deliver a consistent brand experience with personalized messages and agency-branded templates.

Support for group and recurring events

Easily manage team meetings, client workshops, and recurring project check-ins with automated processes.

Visual workflow builder and robust API

Set up automations without code or leverage the API for advanced, custom workflows.

Integration with your agency tools

Connect Cal.com with CRM, Slack, project management platforms, and more to streamline your workflow.

Sieh, wie Workflows deine Terminplanung auf Kurs halten

Sieh dir an, wie Cal.com Workflows die Terminplanung vereinfachen, Erinnerungen automatisieren und deine Meetings reibungslos laufen lassen. Erlebe echte Beispiele, wie Unternehmen Workflows nutzen, um No-Shows zu reduzieren und Zeit zu sparen.

Alle deine wichtigsten Tools synchron mit deinen Meetings

Verbindet sich mit Slack, Salesforce und 100+ weiteren. Buchungen erscheinen dort, wo dein Team bereits arbeitet.

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Google CalendarPrüft jeden Kalender auf Konflikte und fügt die Buchung hinzu.
Zoom VideoGibt jeder Buchung einen eigenen Meeting-Link.
SalesforceProtokolliert das Meeting beim Kontakt und leitet zum Owner weiter.
HubSpot CRMFügt Buchungen zu Kontakten und Deals hinzu.
SlackInformiert das Team, sobald ein Meeting gebucht wird.
StripeNimmt die Zahlung an, wenn das Zeitfenster gebucht wird.
FramerZeigt deine Buchungsseite auf einer Framer-Website.
ElevenLabsGibt Sprachagenten eine realistische KI-Stimme.
LinearSetzt deinen Status anhand deines Kalenders auf Abwesend.
Meta PixelMisst Buchungen aus deinen Meta-Werbekampagnen.
UmamiZählt Besuche auf deiner Buchungsseite – privat.
WhatsAppTrifft deine Gäste per WhatsApp-Chat oder Videoanruf.

Häufig gestellte Fragen

Hier sind einige unserer am häufigsten gestellten Fragen.

Glaub uns nicht einfach aufs Wort

Unsere Nutzer sind unsere besten Botschafter. Entdecke, warum wir die erste Wahl für die Terminplanung von Meetings sind.

Thrilled with this scheduling app—it's a game-changer. The intuitive interface and advanced features streamline my time management. The standout, however, is the incredible support team—swift, expert responses to every query. A perfect combo for seamless scheduling and top-notch customer service. P.s. Way better than Calendly
Mickeyauf Trustpilot
Without a doubt the best calendar/scheduling application I have ever used. It has all of the advanced features I need while also being insanely intuitive and straightforward for both end-users and booking recipients. Love it!!
davidvkimballauf Trustpilot
more elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
flo merianauf Product Hunt
Amazing. I've been sharing it with everyone I know. It's helped me create more events spontaneously, because of how smooth it is compared to Calendly and Harmonizely.
Benauf Product Hunt

I just migrated from calendly to cal.com I'm liking it so far. I wasn't particularly displeased with calendly. It's fine. But I like that cal is OSS and my sub to calendly was coming up for renewal so I thought I'd check it out. Looks good.
Kent C. Dodds 🌌@kentcdodds auf X
(finally) made the move to @calcom after I couldn't find how to edit events in the calendly dashboard and I must say - dash is 10/10 Bravo @peer_rich and team (I should have moved over years ago!) OSS fam
Ant Wilson@AntWilson auf X
This platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
Ahmed Elnaggarauf Product Hunt
Very easy to set up and start. Connected with my Google calendar without any problem. Connecting with Microsoft gives me an error. But other than that the user interface is very good.
Pankaj Dixitauf Product Hunt

2 days of using @calcom is enough to never look back at calendly
Anuvesh Singh@singh_anuvesh auf X
One of the best tools for scheduling and my favorite after so many other options tried.
Denisauf Product Hunt
for the love of me, why do people still use Calendly? Just today I have seen products reference Calendly while they know of @calcom It's a no brainer for me to use , their brand is amazing, cool team + they even have more compelling features 🤷
Rotimi Best@rotimi_best auf X
Just gave it a go and it's definitely the easiest meeting I've ever scheduled! No context switching, no distractions, and works even better on mobile too.
Aria Minaeiauf Product Hunt

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Start automating your agency’s scheduling today

Build smarter workflows, save time, and deliver a standout client experience with Cal.com.

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