Automate client scheduling and communications with Cal.com 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.

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

Automated email reminder for agency client confirming attendance of a scheduled project meeting, adapted to agency use case.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

How Cal.com workflows drive agency success

How Cal.com workflows drive agency success

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

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

01

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.

02

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.

03

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

Key benefits for agencies using workflows

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

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

Mobile notification showing an agency client receiving a project meeting reminder from Cal.com.

01

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.

02

Reduce no-shows and missed deadlines

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

Bookings dashboard displaying agency client meetings, project sessions, and internal team events.

03

Deliver a branded, consistent client experience

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

04

Scale your agency effortlessly

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

Branded agency email template with customized subject for client meeting reminders.

Agency-focused workflow features

Agency-focused workflow features

Advanced automations and customization options designed to meet agency needs.

Advanced automations and customization options designed to meet agency needs.

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.

See how workflows keep your scheduling on track

See how workflows keep your scheduling on track

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

All your key tools in-sync with your meetings

Cal.com works with all apps already in your flow ensuring everything works perfectly together.

Frequently asked questions

Frequently asked questions

These are some of our most frequently asked questions.

These are some of our most frequently asked questions.

How can agencies customize automated communications for clients?

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Can we automate reminders for team and client meetings?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com support recurring bookings for agency clients?

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

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

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

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How quickly can agencies set up and start using workflows?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How can agencies customize automated communications for clients?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we automate reminders for team and client meetings?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com support recurring bookings for agency clients?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How quickly can agencies set up and start using workflows?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How can agencies customize automated communications for clients?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Can we automate reminders for team and client meetings?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Does Cal.com support recurring bookings for agency clients?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

How quickly can agencies set up and start using workflows?

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Start automating your agency’s scheduling today

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