Automate onboarding workflows to scale client implementations with confidence
Standardize kickoff, training, and handoffs with workflow automation built for onboarding specialists and teams.
Trigger
When
Before event startsHow long before event starts?
24hoursAction
Do this
Send email to attendeesSender name
Cal.comMessage template
ReminderTrusted by fast-growing companies around the world
How onboarding specialists use Cal.com Workflows
Replace manual booking, reminders, and follow-ups with automated workflows that keep every client on track from kickoff to go live.
01
Automate scheduling and communication
02
Orchestrate handoffs and reporting
03
Customize the message
Why onboarding teams choose Cal.com
Deliver a consistent onboarding experience at scale, reduce time to value, and keep customers engaged throughout implementation.
Meeting reminder
nowHi, this is a reminder that your onboarding specialists meeting with Alex is in 30 mins
…01
Shorten time to value
Bookings
Today
This week
02
Fewer no‑shows and smoother meetings
Trigger
When
Before event startsHow long before event starts?
24hoursAction
Do this
Send email to attendeesMessage template
Reminder03
Consistent client experience across every handoff
Are you joining the onboarding specialists session on {EVENT_DATE}
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.
04
Enterprise-grade control for complex rollouts
Features that fit onboarding workflows
Open-source flexibility, an API-first architecture, and deep integrations give onboarding specialists complete control.
Workflow automation builder
Multi-channel notifications
Advanced routing and assignment
Group sessions and training series
CRM and project tool integrations
Open source and self-hosting options
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.
All your key tools in sync with your meetings
Connects to Slack, Salesforce, and 100+ more. Bookings show up where your team already works.
- Google CalendarChecks every calendar for conflicts and adds the booking.
- Zoom VideoGives each booking its own meeting link.
- SalesforceLogs the meeting on the contact and routes to the owner.
- HubSpot CRMAdds bookings to contacts and deals.
- SlackTells the team the moment a meeting is booked.
- StripeTakes payment when the slot is booked.
FramerPuts your booking page on a Framer site.
ElevenLabsGives voice agents a realistic AI voice.
LinearSets your status to out of office from your calendar.
Meta PixelMeasures bookings from your Meta ad campaigns.
UmamiCounts visits to your booking page, privately.
WhatsAppMeets your guests on a WhatsApp chat or video call.
Map each phase, from discovery to launch, then connect them to scheduling links in Cal.com. Use routing forms to guide prospects to the right kickoff call agenda, assign the correct specialist, and capture required fields up front. Link assets like your customer onboarding checklist, onboarding playbook template, and implementation plan template so every booking includes the right resources.
Yes. Add a kickoff call agenda to confirmation emails and reminders, including goals, attendees, success metrics, and prep tasks, so stakeholders arrive aligned.
Create templates for each phase, link your onboarding playbook template in messages, and reuse workflows across products or segments to ensure consistent delivery at scale.
Yes. Host or link your implementation plan template, generate step assignments via webhooks, and trigger messages when tasks or milestones change.
Use routing, tags, and workflow triggers to reflect each stage. Send different messages by role or phase, and push updates to CRM to keep customer journey mapping accurate.
Yes. Cal.com is open source with optional self-hosting, SSO, SCIM, role-based controls, and data residency options. See https://cal.com/enterprise for details.
Yes. Create and update workflows, events, and webhooks programmatically. Explore https://cal.com/docs and the workflow API reference in the docs.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
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
Mickeyon TrustpilotWithout 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!!
davidvkimballon Trustpilotmore elegant than Calendly, more open than Savvycal, cal.com works and it feels just right.
flo merianon Product HuntAmazing. 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.
Benon 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 on 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 on XThis platform's open-source nature and flexible licensing are a developer's dream. Self-hosting and white-labeling empower personalization and seamless integration.
Ahmed Elnaggaron Product HuntVery 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 Dixiton Product Hunt
2 days of using @calcom is enough to never look back at calendly
Anuvesh Singh@singh_anuvesh on XOne of the best tools for scheduling and my favorite after so many other options tried.
Denison Product Huntfor 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 on XJust 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 Minaeion Product Hunt
Trusted by fast-growing companies around the world
Get started with workflows for onboarding
Try Cal.com free, book a demo, or explore the docs. Build a repeatable onboarding flow with automated scheduling, consistent communications, and seamless handoffs. Sign up at https://cal.com, view pricing at https://cal.com/pricing, or see help articles at https://help.cal.com/.
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