Cait PotterMay 6, 2026
How to Kick Off Workflow Testing With a Scheduler
How to Kick Off Workflow Testing With a Scheduler
Cait Potter
Learn how to effectively test your automated workflows that begin with a scheduler. This guide walks you through copying your scheduler link and simulating the client experience to verify your setup.
How to Kick Off Workflow Testing With a Scheduler
Cait Potter
Learn how to effectively test your automated workflows that begin with a scheduler. This guide walks you through copying your scheduler link and simulating the client experience to verify your setup.
Chapters
00:00
Introduction
Introduction to testing workflows that start with a scheduler.
00:06
Locating Your Scheduler
00:19
Copying the Link
00:28
Testing as a Client
Transcript
00:00
In this video I'm going to show you how to test your workflows.
00:03
When they start with the scheduling of an appointment.
00:06
You're going to navigate to Templates Scheduler and then you'll search for the scheduler that kicks off this workflow.
00:13
You will locate it in the left hand menu and you'll look for this link icon.
00:19
Click it to open up its settings.
00:22
Then you will copy the direct link and open it in a new tab.
00:28
Now you will schedule the appointment as if you are the client.
00:31
When you are prompted to fill out the form attached to it.
00:34
Follow the same rules as if you were testing a workflow that starts with forms.
00:39
That is you will test it by putting in your personal email or a testing email as the client email.
00:46
That way you're able to see what's happening both in your business account and on the client and as you continue your testing process.
00:54
And that is how you test a workflow that kicks off with a scheduler.
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