Creating and Managing Workflows
Learn how to create and manage multiple workflows in Scheduler.
Workflows are the foundation of Scheduler, allowing you to create distinct configurations for different booking scenarios. While Scheduler provides a default "Workflow 1" to get you started, you can create additional workflows to cater to various needs within your organisation, such as separating sales appointments from service callouts.
Creating a New Workflow
To create a new workflow, navigate to the Settings page in the Scheduler application. At the top of the page, you will see an option to create a new workflow. Simply give your new workflow a name, and a new, independent set of configuration options will be created for you.
Managing Multiple Workflows
Each workflow you create is entirely self-contained. This means that the settings for one workflow will not affect any others. You can have different source and destination modules, field mappings, booking forms, and availability rules for each workflow.
When you have multiple workflows, you will need to create separate trigger buttons in Zoho CRM for each one. The URL for the button will need to include the specific WORKFLOW_ID for the workflow you want to launch.
By using multiple workflows, you can create a highly customised and efficient booking process that is tailored to the unique requirements of each department or team within your business.