Take Workflows Live

TO START USING YOUR SETUP WITH NEW CLIENTS

EMBED YOUR LEAD CAPTURE ON TO YOUR WEBSITE TO AUTOMATICALLY COLLECT LEADS

EMBED YOUR SCHEDULER OR SCHEDULER GROUP ON TO YOUR WEBSITE TO AUTOMATICALLY COLLECT LEADS

TO START USING YOUR SETUP WITH ALREADY BOOKED CLIENTS

MANUALLY CREATE PROJECTS

NOTE: Any of the following actions taken while inside of a project will only affect the workflow in that particular project without changing your master template.

1. Go to the Projects page on the lefthand menu
2. Click "New Project" in the righthand corner
3. Fill in the client's information
4. Open their newly created project
   1. Set their project date, if applicable.
   2. Upload their contract and any other materials that you have already completed with them. 
   3. Apply any payments you have already received from the client.
5. Apply your new workflow
   1. Navigate to the "Workflow" tab
   2. Click the arrow in the "Apply a workflow" box
   3. Select the appropriate workflow
   4. Click "Apply" on the righthand side
   5. IMMEDIATELY scroll to the bottom and click the green button that says "Active". This will pause the workflow. The button will change to yellow and will say "Paused".
   6. Go through each step of the workflow and determine whether that step has already passed. You can "remove" or "mark completed" any of the steps that do NOT need to happen.
   7. Once you've gotten it up-to-date, go back to the bottom and click the yellow "Paused" button to make the workflow active again.
   8. Your workflow will now fire on your new client!