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Automate onboarding workflows to scale client implementations with confidence
Automate onboarding workflows to scale client implementations with confidence
Standardize kickoff, training, and handoffs with workflow automation built for onboarding specialists and teams.
Standardize kickoff, training, and handoffs with workflow automation built for onboarding specialists and teams.
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 onboarding specialists use Cal.com Workflows
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.
Replace manual booking, reminders, and follow-ups with automated workflows that keep every client on track from kickoff to go live.
01
Define your onboarding journey
Map each phase, from discovery to launch, then connect them to event types 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.
02
Automate scheduling and communication
Set triggers for confirmations, reschedules, no‑shows, and milestones. Cal.com Workflows send branded emails, SMS, or WhatsApp messages so clients always know what comes next. Share timelines, prerequisites, and prep steps, and embed calendar booking inside your LMS or success portal. Use the API to sync tasks to CRM or project tools. Explore docs at https://cal.com/docs.
03
Orchestrate handoffs and reporting
As onboarding moves from solutions to training to support, automatically notify internal teams in Slack and update CRM stages. Use webhooks to push status, deadlines, and outcomes. Maintain visibility with a consistent cadence of updates, while customer journey mapping stays aligned across teams. Learn more about integrations at https://cal.com/apps.
Why onboarding teams choose Cal.com
Why onboarding teams choose Cal.com
Deliver a consistent onboarding experience at scale, reduce time to value, and keep customers engaged throughout implementation.
Deliver a consistent onboarding experience at scale, reduce time to value, and keep customers engaged throughout implementation.
01
Shorten time to value
Reduce back-and-forth and accelerate scheduling. Preconfigured workflows make it simple to coordinate discovery, technical setup, training, and go live across regions and calendars.
02
Fewer no‑shows and smoother meetings
Automated confirmations, reminders, and prep notes lower no‑shows and ensure every stakeholder arrives ready. Share agendas, prerequisites, and links to labs or sandboxes ahead of time.
03
Consistent client experience across every handoff
Standardize your onboarding playbook. Attach a customer onboarding checklist, kickoff call agenda, and implementation plan template to each step so every client gets the same quality experience.
04
Enterprise-grade control for complex rollouts
Use advanced routing, round-robin assignment, and multi-host events. Self-host if needed, manage data residency, and rely on an API-first platform trusted by enterprises. See https://cal.com/enterprise.
Features that fit onboarding workflows
Features that fit onboarding workflows
Open-source flexibility, an API-first architecture, and deep integrations give onboarding specialists complete control.
Open-source flexibility, an API-first architecture, and deep integrations give onboarding specialists complete control.
Workflow automation builder
Create step-by-step automations for confirmations, reminders, follow-ups, and internal alerts with a simple visual builder.
Multi-channel notifications
Send email, SMS, or WhatsApp at the right time, with dynamic content tied to event data and attendee roles.
Advanced routing and assignment
Match clients to the right specialist by segment, product, or region. Support round-robin or priority queues.
Group sessions and training series
Offer cohort training, office hours, or multi-session curricula with self-serve booking and automated reminders.
CRM and project tool integrations
Sync attendees, outcomes, and next steps via webhooks and API. Connect to tools through https://cal.com/apps.
Open source and self-hosting options
Run Cal.com in your environment for maximum control. Review code at https://github.com/calcom/cal.com.
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 do workflows support a customer onboarding checklist?
Attach your customer onboarding checklist to event types and send it automatically after booking. Use reminders to confirm completion before the next step. Track status via API in your CRM.
Can we include a kickoff call agenda in invites?
Yes. Add a kickoff call agenda to confirmation emails and reminders, including goals, attendees, success metrics, and prep tasks, so stakeholders arrive aligned.
How do we standardize our onboarding playbook template?
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.
Can Cal.com automate our implementation plan template?
Yes. Host or link your implementation plan template, generate step assignments via webhooks, and trigger messages when tasks or milestones change.
How do we manage complex customer journey mapping?
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.
Does Cal.com support enterprise security and self-hosting?
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.
Can developers manage workflows via API?
Yes. Create and update workflows, events, and webhooks programmatically. Explore https://cal.com/docs and the workflow API reference in the docs.
How do workflows support a customer onboarding checklist?
Attach your customer onboarding checklist to event types and send it automatically after booking. Use reminders to confirm completion before the next step. Track status via API in your CRM.
Can we include a kickoff call agenda in invites?
Yes. Add a kickoff call agenda to confirmation emails and reminders, including goals, attendees, success metrics, and prep tasks, so stakeholders arrive aligned.
How do we standardize our onboarding playbook template?
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.
Can Cal.com automate our implementation plan template?
Yes. Host or link your implementation plan template, generate step assignments via webhooks, and trigger messages when tasks or milestones change.
How do we manage complex customer journey mapping?
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.
Does Cal.com support enterprise security and self-hosting?
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.
Can developers manage workflows via API?
Yes. Create and update workflows, events, and webhooks programmatically. Explore https://cal.com/docs and the workflow API reference in the docs.
How do workflows support a customer onboarding checklist?
Attach your customer onboarding checklist to event types and send it automatically after booking. Use reminders to confirm completion before the next step. Track status via API in your CRM.
Can we include a kickoff call agenda in invites?
Yes. Add a kickoff call agenda to confirmation emails and reminders, including goals, attendees, success metrics, and prep tasks, so stakeholders arrive aligned.
How do we standardize our onboarding playbook template?
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.
Can Cal.com automate our implementation plan template?
Yes. Host or link your implementation plan template, generate step assignments via webhooks, and trigger messages when tasks or milestones change.
How do we manage complex customer journey mapping?
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.
Does Cal.com support enterprise security and self-hosting?
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.
Can developers manage workflows via API?
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.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
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/.
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
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Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
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Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
English
Need Help? [email protected] or visit cal.com/help.
Solutions
Use Cases
Resources