Emails
Bring a design you already love
Design in Canva, Mailchimp or Beefree, then use the email around your Calendly bookings. Ready-made emails are there when you want a head start.
- More than 100 ready-made templates for common email needs
- Canva Email HTML-and-images ZIPs, Beefree exports and Mailchimp custom-coded HTML exports
- Image hosting for supported images included in your email ZIP
- Personal names, meeting times, locations and booking links added automatically
- Update an imported design or save a separate copy
- Email previews and test sends, with an optional editor for building here
- Optional communication-preferences footer
Automations
Choose when each booking email sends
Start with Quick setup at the top of the dashboard. Choose an email, timing and audience, send a test, then turn it on. Advanced automation is available for more detailed rules.
- Send when a new matching booking appears
- Choose a delay in minutes, hours or days before or after a meeting
- Filter by event types, hosts, and meeting locations
- Preview matching bookings before turning a rule on
- Cancel stale emails when a meeting is cancelled or rescheduled
- Use real-time booking updates where available, with regular checks as a backup
Booking-aware rules
Keep emails aligned with the latest booking
Changes in Calendly are checked so old reminders and follow-ups do not carry on after a booking is cancelled or replaced.
- Recognise when an old booking has been replaced by a reschedule
- Cancel pending emails for cancelled and replaced bookings
- Check the current booking state again before each email sends
- Use the invitee's booking timezone for appointment details
- Limit how often the same invitee receives an automation
- See clear reasons when an email is skipped
Campaigns
Send one-off updates to invitees who have given permission
Use your imported or ready-made emails for newsletters, announcements and other updates. Prepare each campaign in advance and choose when it sends.
- Import invitees from Calendly booking history and keep them saved; refresh when new bookings arrive
- Record how and when each invitee agreed to receive marketing
- Bulk-record permission for an eligible group when the business already has valid consent
- Search the audience and filter by event type, host, meeting location, and booking dates
- Preview, check the content, send a test, then send now or schedule for later
- Unsubscribe links are added automatically; saved opt-outs stay excluded when contacts are refreshed
Monitoring and Logs
See how your emails are doing
Monitoring shows delivery and campaign trends. Open Logs when you need to check an individual email.
- Scheduled messages ordered by send time
- Search, status filters, and pagination for larger lists
- Cancel upcoming messages and retry failures
- Plain-English skip and failure reasons
- Campaign delivery, bounce, open, click and unsubscribe reports
- Open and click figures are estimates and can include email-provider activity
Sending
Start quickly, then send from your own address when ready
Replies go to your business from day one. After the trial, the dashboard guides you through verifying your own sending domain.
- Business reply-to name and email
- A MyHealthFollowup sending address while getting started
- Step-by-step domain setup with records to add to your domain provider
- Clear verification status and help if setup needs attention
- Separate marketing and appointment sending addresses
- Early custom-domain access for trusted trial accounts on request
Security and billing
Straightforward controls with careful handling underneath
MyHealthFollowup keeps the interface approachable while protecting connections, checking access, and leaving card handling to Stripe.
- Secure connection through Calendly's own approval screen
- Protected connection credentials
- A record of sensitive account changes
- Payments and subscription management through Stripe
- 30-day free trial and host-based plans
- Campaign and delivery safeguards shown before sending