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Can I Edit a Workflow on a Booking?
Updated over 2 months ago

Related Questions:

  • How do I make changes to the Workflow on my Booking?

  • Can I remove steps from a Workflow once it's on a Booking?

Answer:

Once a Workflow is added to a Booking there are a few options you have to adjust how the Workflow runs:

  • Force a Step to run - this will cause the Workflow Step to run before the scheduled time

  • Remove a Step - this will remove a Workflow Step from the Workflow (this will not affect your Workflow Template)

  • Pause/Remove the Workflow from the Booking by using the buttons in the top right corner.

Aside from these options, Workflow steps cannot be edited once the Workflow is on a Booking. If a Workflow Step creates a Task, this Task can be edited from the Tasks tab once it is created.

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