Customized WorkFlows
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      How to Edit Your Visitor Check In 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 Custom Visitor 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.

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      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.

      Office guest using a visitor management application

      Now, that was easy!

       

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