How to edit, clone, or delete Workflows

This article explains how to edit, clone, or delete a Workflow using the three-dot menu next to each Workflow.

Workflows - menu.png

Note

If you don't see the three-dot menu, contact your owner or admin to update your permissions or make changes to your Workflows.

Steps to manage a Workflow

  1. From your Calendly home page, select Workflows.
  2. Locate the Workflow you want to manage and click the three-dot menu next to it.
  3. Choose one of the following options:
    • Edit: Make changes to the Workflow, then click Save.
    • Clone: Create a copy of the Workflow, edit it as needed, and click Save.
    • Delete: Confirm by selecting Continue.