Communication tools
4 articles
How to create and manage email templates
Learn how to create, use, edit, and delete email templates (limited availability). Use the composer to save templates, generate content with an AI helper, and personalize bulk messages with variables.
How to use and manage Recommended Follow-ups
Learn to send AI-generated follow-up drafts, edit and send them from Contacts, manage or dismiss recommended contacts, view recent threads, and control notification settings for Calendly Recommended Follow-ups and contact visibility rules
How to view and send emails in Calendly
Learn how to connect your email to Calendly to view email communications directly on the contact details page. Discover steps to sync your Gmail account and troubleshoot permission issues to enhance your meeting preparation.
Recommended Follow-ups overview
Calendly Recommended follow-ups scans synced Gmail for scheduling links, lists contacts who haven't booked after 3 days in a weekly email, and creates editable AI-personalized follow-up drafts you can send and manage in one page.