It’s your shop. Set your workflow your way. We made it simple. Access Workflow Setup Click your user in the top right, then the Workflow Setup menu, then Workflow setup Add a Status To add a status, click the blue Add New Status button on the ...
To Access KIOSK Setup, login as the admin. On the setup page you will find your links which can be embedded on your website or used to open the Kiosks on other devices. 1. Questionnaire This is where you can gather information beyond regular contact ...
Company Setup contains shop and billing information in addition to communication preferences. Access to Company Set Up While logged in as the admin, select the menu drop down in the top right. Select Company Setup. Company Logo and Business ...
The Scheduled Message section found within the Workflow Setup is where you can customize your appointment confirmation and reminder messages to be sent to the customer, both at time of booking and 24-hours prior to the scheduled appointment time. We ...
To first access this page you will need to be logged into autoflow using an admin role profile. (These setup options will not be available to Service Writer or Technician profiles) From the top right drop down menu you would select the Workflow Setup ...