How to edit, clone, or delete Workflows

This article covers how to edit, clone, or delete an existing Workflow using the three-dot menu next to each Workflow.

Workflows - menu.png

Note

If you do not see the three-dot menu, you may need to contact your owner or admin to update your permissions or make changes to your Workflows.

How to edit a Workflow

  1. From your Calendly home page, select Workflows.
  2. Locate the Workflow you want to edit and click the three-dot menu next to it.
  3. Select Edit and make your changes.
  4. Click Save.

How to clone a Workflow

  1. From your Calendly home page, select Workflows.
  2. Locate the Workflow you want to clone and click the three-dot menu next to it.
  3. Select Clone to create a copy of the Workflow.
  4. On the next page, you can edit the new Workflow, then click Save.

How to delete a Workflow

  1. From your Calendly home page, select Workflows.
  2. Locate the Workflow you want to clone and click the three-dot menu next to it.
  3. Select Delete, then click Continue to confirm.

Note

Deleting a Workflow will affect all event types it's applied to and can't be undone. Actions will no longer be triggered for applied event types and previously scheduled meetings.