- Help Center
- Customized WorkFlows
Greetly's app release
How to Edit Your Visitor Check In Workflow
This knowledge base article will show you how to edit your workflow.
- 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.
Click on App Settings > Check-in Options
Edit the custom check-in button (Example of custom button check-in names: Tour our facility, Schedule a meeting, etc.).
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.
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: firstname.lastname@example.org