How to view your Workflows

Track the timeline of emails and texts sent for booked meetings and know what Workflows will be applied for future meetings. 

View timeline for Workflows

The timeline will show you when a new event is booked, the invitee who booked it, and the time the Workflow ran for that booked event.

From your Home page, select Scheduled Events. Locate the scheduled event you want to view, then select Details to review the Timeline.

Workflows_Timeline_01APR2021.png

 View Workflows used for each event type

From your Home page, navigate to Workflows to view all your Workflows and the actions for each event.

Workflows View in Calendly.png

For each event type, navigate to Communications to view Workflows.

Workflows Event Editor View in Calendly.png