Workflows

NeetoCal allows you to automate actions based on specific events using workflows. It triggers actions based on defined conditions. When (condition satisfy), Then (take action) as per the set rules.

Let's say, if you want to send an email to a client when they don't show up for a meeting, or book a meeting or reschedule or cancel and if you want to customize the email. You can use workflows for all of these cases.

Create a workflow

  1. Go to the Admin Panel.

  2. Click on Workflows card.

  3. Enter a Name and Description for your workflow. For example:

    • Name: Send Email to Client When Booking is Marked No-Show

    • Description: Automatically notify clients via email when their booking is marked as a no-show.

Screenshot 2025-01-16 at 7.45.18 PM.png
  1. By default the status of workflow set as Active. You can disable it anytime if needed.

Screenshot 2025-01-16 at 7.49.58 PM.png
  1. Select the Scheduling links on which you want to apply this workflow.

Screenshot 2025-01-16 at 7.53.19 PM.png
  1. In the When section, select the event that will trigger the workflow. For this example, choose Marked as No-Show.

  1. In the Then section, select the action you want to perform, such as Send Email to client.

Screenshot 2025-01-16 at 7.56.33 PM.png
  1. Click the email action link to open the email editor.

Screenshot 2025-01-16 at 7.58.13 PM.png
  1. In the email editor you can draft your email and you can also add dynamic variables.

Screenshot 2025-01-16 at 8.04.58 PM.png
  1. Click Save Changes to save the email and later to save the workflow.

Now, whenever a booking is marked as a no-show, NeetoCal will automatically send the drafted email to the client.


NeetoCal allows you to automate actions based on specific events using workflows. It triggers actions based on defined conditions. When (condition satisfy), Then (take action) as per the set rules.

Let's say, if you want to send an email to a client when they don't show up for a meeting, or book a meeting or reschedule or cancel and if you want to customize the email. You can use workflows for all of these cases.

Create a workflow

  1. Go to the Admin Panel.

  2. Click on Workflows card.

  3. Enter a Name and Description for your workflow. For example:

    • Name: Send Email to Client When Booking is Marked No-Show

    • Description: Automatically notify clients via email when their booking is marked as a no-show.

Screenshot 2025-01-16 at 7.45.18 PM.png
  1. By default the status of workflow set as Active. You can disable it anytime if needed.

Screenshot 2025-01-16 at 7.49.58 PM.png
  1. Select the Scheduling links on which you want to apply this workflow.

Screenshot 2025-01-16 at 7.53.19 PM.png
  1. In the When section, select the event that will trigger the workflow. For this example, choose Marked as No-Show.

  1. In the Then section, select the action you want to perform, such as Send Email to client.

Screenshot 2025-01-16 at 7.56.33 PM.png
  1. Click the email action link to open the email editor.

Screenshot 2025-01-16 at 7.58.13 PM.png
  1. In the email editor you can draft your email and you can also add dynamic variables.

Screenshot 2025-01-16 at 8.04.58 PM.png
  1. Click Save Changes to save the email and later to save the workflow.

Now, whenever a booking is marked as a no-show, NeetoCal will automatically send the drafted email to the client.