Pausing and Resuming Workflows and Enrollments

Sometimes you need to temporarily stop a workflow or individual enrollment without cancelling it permanently. BookLive allows you to pause and resume at both the workflow and enrollment level.

Pausing vs Cancelling #

Understanding the difference is important:

Action	Effect	Reversible?
Pause	Temporarily stops execution	Yes – can resume
Cancel	Permanently stops execution	No – must create new enrollment

Pausing a Workflow #

Pausing a workflow affects the workflow itself and all its enrollments:

How to Pause #

1. Go to Workflows
2. Find the workflow
3. Change status to Paused

What Happens #

• No new enrollments can be created
• Existing active enrollments continue running
• The workflow appears with “Paused” status

Note: Pausing a workflow does not automatically pause existing enrollments. They continue executing until manually paused or completed.

When to Pause a Workflow #

• Making significant changes to steps or templates
• Temporarily stopping new enrollments during a busy period
• Reviewing workflow performance before continuing

Resuming a Workflow #

1. Go to Workflows
2. Find the paused workflow
3. Change status to Active

The workflow is now accepting new enrollments again.

Pausing an Enrollment #

Pausing an individual enrollment stops that specific client journey:

How to Pause #

1. Open the enrollment (from performance or workflow view)
2. Click Pause or select it from the actions menu
3. Confirm the action

What Happens #

• Status changes to “Paused”
• Pause timestamp is recorded
• No pending steps will execute
• Scheduled times are preserved but not executed

When to Pause an Enrollment #

• Client requested a temporary hold
• Need to verify information before continuing
• Waiting for a response before sending more emails
• Performance details changed and need review

Resuming an Enrollment #

1. Open the paused enrollment
2. Click Resume
3. The enrollment returns to “Active” status

After Resuming #

When you resume an enrollment:

• Status changes back to “Active”
• Pause timestamp is cleared
• Next pending step will execute at its scheduled time

Timing Considerations #

If steps were scheduled during the pause period:

• They may be past-due when you resume
• Past-due steps typically execute immediately after resuming
• Consider rescheduling if the original timing is no longer appropriate

Bulk Pause/Resume #

To pause or resume multiple enrollments:

1. Go to the workflow
2. View enrollments
3. Select multiple enrollments
4. Choose bulk action (Pause All or Resume All)

Common Scenarios #

Client Going on Vacation #

1. Pause their enrollment
2. Note the reason
3. Set a reminder to resume after their return
4. Resume and reschedule if needed

Performance Date Changed #

1. Pause the enrollment
2. Review scheduled steps
3. Reschedule steps based on new date
4. Resume the enrollment

Template Update Needed #

1. Pause affected enrollments (or the workflow)
2. Update the template
3. Resume enrollments

Note: Template updates affect future sends but not already-scheduled step content in enrollment snapshots.

Monitoring Paused Items #

Keep track of what is paused:

• Filter enrollments by “Paused” status
• Review paused workflows periodically
• Set reminders to review and resume

Avoid leaving enrollments paused indefinitely – either resume or cancel them.

Best Practices #

• Document why – Note the reason for pausing
• Set reminders – Do not forget to resume
• Review timing – After resuming, check if step schedules still make sense
• Communicate if needed – If a significant delay occurred, consider adjusting content