How to set up an email step for workflows

Workflow email steps

Email steps send a message to your invitee or to you when a wor kflow runs.

Add an email step

Open a workflow and select + Email step.
Choose the Recipient: the invitee, or you (the host).
Enter a Subject and Message body.
Select Save.

Emails come from your booking page's sender name. Replies go to your booking page's reply-to email, or your account email if you have not set one.

Personalize with variables

Type a variable in double curly braces and Multical fills it in for each booking.

Variable	What it shows
`{{invitee_name}}`	The invitee's name
`{{invitee_email}}`	The invitee's email address
`{{event_name}}`	Your booking page name
`{{start_time}}`	The session date and time
`{{host_name}}`	Your sender name
`{{host_email}}`	Your reply-to email
`{{location}}`	The address or meeting link
`{{meeting_link}}`	The video meeting link, if there is one
`{{cancel_link}}`	A link the invitee can use to cancel
`{{reschedule_link}}`	A link the invitee can use to reschedule

Add links

Write [link text](https://example.com) to make clickable text.
Web addresses that start with https:// become links automatically.

Example: pre-session prep email

Trigger: Before the event starts
Minutes: 1440 (1 day)
Recipient: Invitee

Subject: Getting ready for {{event_name}} tomorrow
Hi {{invitee_name}},
Looking forward to our session on {{start_time}}.
Before we meet, take a few minutes to think about what you most want to walk away with.
Where: {{location}}
Need a different time? Reschedule your session
See you soon, {{host_name}}

Example: follow-up email after the session

Trigger: After the event ends
Minutes: 60
Recipient: Invitee

Subject: Thanks for today, {{invitee_name}}
Hi {{invitee_name}},
Thank you for our {{event_name}} session. Reply to this email with any questions or reflections.
When you're ready for the next one, book another session.
{{host_name}}

Replace https://your-booking-link-here with your booking page link.