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Manage an Automation

Manage an Automation

Help Center/Automations & notifications

How to edit, clone, or delete Automations

Updated Aug 31, 2026·1 min read

Available to:: All users
Plans:: Professional, Standard, Standard Plus, Teams, Teams Plus, and Enterprise

Edit, clone, or delete an Automation using the three dots menu next to each Automation.

Note

If you don't see the menu, contact your admin to update your permissions or make changes to your Automations.

Manage an Automation

Go to Automations.
Locate the Automation you want to manage and select the three dots next to it.
In the menu, choose one of the following options:

Edit - Make changes to the Automation, then select Save.
Clone - Create a copy of the Automation, edit as needed, and select Save.
Delete - Remove the Automation by selecting Continue.

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Related articles

Automations for admins

How to create an Automation

How to create a Managed Automation

Automations overview

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Profile settings Plans & billing Analytics & reporting Security & compliance Account FAQs

Calendar connections Video conferencing Embed options Extensions Salesforce Other integrations Integrations FAQs

Availability Event types Sharing & booking Automations & notifications Routing forms Scheduling FAQs

Notetaker overview Settings Using recaps Meeting data Notetaker FAQs

Managing users Teams & groups Tools & settings Managed events & automations SCIM SAML SSO Admins FAQs

Callie AI assistant overview How to schedule with Callie over email How to chat with Callie in Calendly How Callie handles your data Callie FAQs

Contacts overview Managing contacts Communication tools Contacts FAQs

Calendly + PayPal Calendly + Stripe How to sell services using meeting packages and payment links How to send and manage invoices in Calendly Payments FAQs

Settings Calendly mobile app overview Mobile App FAQs

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Contact support Report abuse Calendly community Developer docs

Popular articles

Connect your calendar to Calendly

Learn how to connect your calendar to Calendly for better scheduling. Sync meetings, prevent double-booking, and coordinate team availability easily. The article outlines compatible calendars, connection options, and tips for seamless integration.

Help Center / Integrations / Calendar connections

Here’s how to connect your calendar to Calendly so your availability stays in sync and avoids double bookings:

In Calendly, go to Availability → Calendar settings.
Select + Connect calendar account and choose your calendar type (for example, Google, Outlook/Office 365, or Exchange).
Sign in to your calendar account and allow access.
Select the calendar(s) Calendly should check for conflicts, and choose where new bookings go.
Save your settings and make sure your calendar shows as connected.

Once connected, Calendly checks your calendar for busy times and adds new meetings to it. If you connect more than one calendar, choose one as your main calendar for bookings.

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Embed options overview

Discover how to seamlessly embed Calendly on your website with options like inline, pop-up text, and pop-up widget. Explore tailored instructions for various website providers and learn about advanced customization features for developers.

Help Center / Integrations / Embed options

Calendly offers three embed options:

Inline embed – Displays your scheduling page directly within your website.
Pop-up text – Opens your scheduling page in a pop-up when a link is clicked.
Pop-up widget – Adds a floating button to your page that opens a pop-up when selected.

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How to add Calendly to your website

Learn how to seamlessly add Calendly to your website with step-by-step instructions. Discover options for embedding, customizing appearance, and integrating with various website providers to enhance user scheduling experiences directly on your site.

Help Center / Integrations / Embed options

To add Calendly to your website:

Choose the page you want to embed:
* Landing page embed – Displays all active personal or team event types.
* Booking page embed – Displays a single event type.
Select the three dots (•••) next to your chosen page, then click Add to website.
Choose your embed type: inline embed, pop-up widget, or pop-up text.
Select Continue, make any adjustments, then click Copy code.

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How to troubleshoot unavailable times that should be available

Learn how to troubleshoot unavailable times in Calendly using the Troubleshoot Tool. Discover how to identify time-blocking issues, understand troubleshoot codes, and make necessary adjustments to ensure invitees can schedule with you correctly.

Help Center / Scheduling / Availability

To troubleshoot unavailable times that should be available:

Open the event type you want to review from your Scheduling page.
Select Preview.
Click Troubleshoot at the bottom of the preview page.
Choose the date and time that appear unavailable but should be open.
Review the list of reasons explaining why the time is not available.

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How to connect your Google Calendar

Learn how to connect your Google Calendar to Calendly to streamline scheduling, prevent double bookings, and automate meeting management. Customize settings for availability checks, event additions, and real-time syncing for an efficient calendar ...

Help Center / Integrations / Calendar connections

To connect your Google Calendar:

Go to your Availability page, then select the Calendar settings tab.
Select + Connect calendar account, then choose Google Calendar.

After connecting, you can choose which calendars Calendly checks for conflicts and which calendar new meetings are added to.

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How to fine-tune your availability settings

Discover how to fine-tune your Calendly availability settings by adjusting time increments, limiting bookings, preventing last-minute appointments, locking time zones, and hiding events. Optimize your scheduling efficiency and manage your time eff...

Help Center / Scheduling / Availability

Here's how to fine-tune your availability:

Go to your Scheduling page and select the event type you want to update.
Select More options and open the section you want to edit.
* Limits and buffers: Set meeting limits and buffer times
* Free/busy rules: Choose what this meeting takes priority over
* Booking page options: Set start time increments

When you’re done, select Save changes. Then check your booking page to make sure it looks right.

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How to connect your Office 365 or Outlook.com calendar

Learn how to connect your Office 365 or Outlook.com calendar to Calendly for seamless scheduling. Manage availability, prevent double bookings, and customize how Calendly interacts with your calendar to optimize your scheduling experience.

Help Center / Integrations / Calendar connections

How to use buffers

Learn how to effectively use buffer times in Calendly to enhance meeting prep and reduce stress. Customize buffer settings for each event type, manage visibility on your calendar, and ensure smooth scheduling without overlaps.

Help Center / Scheduling / Availability

Here’s how to add time before or after meetings using buffers:

Go to the Scheduling page and select the event type you want to edit.
Select More options, then Limits and buffers.
Select + Set buffer time.
Add your preferred buffer time before and/or after the meeting.
Select Save changes.

Your buffer changes will apply to new bookings and help prevent back-to-back meetings.

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How to add Calendly to a WordPress site

Learn how to seamlessly embed Calendly on your WordPress site with this step-by-step guide. Discover methods for both WordPress.com and WordPress.org users, including inline embeds and pop-ups to enhance booking capabilities.

Help Center / Integrations / Embed options

Here's how to add your Calendly scheduler to a WordPress site:

Get your embed code — In Calendly, select the three dots next to event type or landing page you want to share and select Add to website. Choose how you want it to appear, then select Copy code.
Open your WordPress dashboard and go to the page where you want the scheduler to appear.
Add a Custom HTML block (or Custom HTML widget) and paste the Calendly embed code.
Select Publish or Update, then preview the page to confirm the scheduler displays correctly.

If your plan doesn't support HTML embeds, you can add a link to your Calendly scheduling page instead.

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How to set meeting limits

Learn how to set meeting limits in Calendly to prevent overbooking and manage your availability effectively. Control bookings per specific event or across all events, ensuring you maintain time for other priorities while managing your schedule.

Help Center / Scheduling / Availability

Here's how to set up meeting limits:

Go to your Scheduling page and open the Event Type you want to edit.
Select More options, then find Limits and buffers.
Turn on Meeting limits and choose how many times this Event Type can be booked per day, week, or month.
Save your changes so the limits apply.

The next time someone books this Event Type, Calendly will enforce the limits you set.

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