How to Edit your Workflow

This knowledge base article will show you how to edit your workflow.

Note:

  • You'll need to be logged into your web portal as a Global or location admin.

If you need to edit your Workflow, follow these basic steps.

 

Step 1:

Click on App Settings > Check-in Options

 

Step 2:

Edit the custom check in button (Example of custom button check-in names: Tour our facility, Schedule a meeting etc.).

 

Step 3:

In the "Workflow" section, click on "New (beta)" and click on Edit Workflow 

Note: Any changes made to the workflow will only be for the custom check-in button you are editing.

Step 4:

In this section you can delete or add new blocks for your customized check-in process. Don't forget to click on "Save" after you are done.

Now, that was easy!

 

Still need help? Email us at: success@greetly.com