In this article
Objective
Connect related customer/member and engagements info in a centralized view by enabling Workflows. Workflows enables staff members to review all engagement activity related to a client in one place, providing a unified in-app experience similar to a lightweight customer relationship management solution.
From Clients, you can view Workflows, create a new Workflow and add activities to existing Workflows.
Steps
Create a Workflow
To create a Workflow:
From the navigation menu, click Clients
Navigate to the desired client and click Activity
Click + New Workflow
Enter a name for the Workflow
Click Add activity to workflow
Select the activity or activities you want to add to the Workflow
Click Save
Click Workflows
The Workflow displays. Click the more actions (⋮) icon to view or edit the workflow.
NOTE: If your organization uses Lobby, Walk-ins are included in the list of activities that can be added to the Workflow.
Hot Tip!
When completing an appointment from the dashboard, if you invite the customer/member to schedule a follow-up appointment, a Workflow will automatically be generated for the customer/member if none currently exists.
For details on how to create a Workflow from Schedule, check out this article.
Add an activity to an existing Workflow
You can add an activity to an existing Workflow from Clients or from Dashboard.
To add from Clients:
Navigate to the desired client and click Activity
Navigate to the desired activity and click the more actions (⋮) icon
Click Add to workflow
Navigate to the desired Workflow and click Select
Click Save
The activity is added to the Workflow. To review:
Click Workflows
Click the more actions (⋮) icon to view or edit the workflow.
For details on how to add an appointment to a Workflow from Schedule, or view a Workflow from Schedule, check out this article.
A note on access and visibility
All roles can create Workflows and add an activity to an existing Workflow.