How to create a Workflow for Visitors

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1. To set up workflows click the workflows dropdown using the left -hand navigation panel.
2. Click ‘Visitors’.
3. You can create several different visitor workflows, as they can be used for different buttons on the touchscreen. To create a new visitor type, click the plus symbol in the top right corner.
4. You will now see a page with three boxes on; this is where you will add the stages to the workflows. To start creating a workflow start with left most box labelled ‘Display Title’. Here you will be able to add a name for the visitor type.
5. Next the stages are using the right most box labelled ‘Available Stages’, click the plus symbol to add a stage to the workflow.
6. In the middle box you will see the order which the stages will appear to the visitor, starting at the top and moving down is the way they will appear to the visitor.
7. You can remove all the stages by clicking the bin icon on the same row as ‘Name’.
8. You can delete individual stages from the workflow, by clicking the bin icon on the row of the stage you want to delete.
9. You can change the order in which the stages appear by using the arrows on the row to move them up or down in order.
10. When you are done, click the green save icon.