Workflow Dashboard

Here you will see your workflow dashboard. The dashboard displays a list of all your workflows and the total number of “pending” events. You can click on the pending number to get a list of all the future events, this will allow you to view the details and update/delete anything if needed.

If you need to edit the workflow you can click the blue edit button on the right-hand side. Please note editing a workflow doesn’t affect any actions already completed, this will only affect new and updated appointments.

To create a new workflow click the “Add Workflow” button in the top left-hand corner.

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