Create a workflow from a template

Templates are workflows prepared by Softalon, with the trigger, steps and message text already filled in. Starting from one is the quickest way to set up common messages like confirmations, reminders and review requests.

1. 1

   Step 1 of 4

   Open the template list

   In the sidebar, go to Workflows. Click Create Workflow and choose From Template.

   You will see:

   The Choose a Template panel opens.

2. 2

   Step 2 of 4

   Find a template

   The list shows templates in your salon's language. Use the language menu to see templates in another language, or type in Search templates... to filter by name or description.

   Click a template to select it.

3. 3

   Step 3 of 4

   Create the workflow

   Click Continue. Softalon creates the workflow and opens it in the editor.

   You will see:

   The editor shows the template's trigger and steps. The new workflow is already active.

4. 4

   Step 4 of 4

   Review and adjust the steps

   Click each step to check it. You might want to change the message text, remove a channel you don't use, or add a step. See The Send Notification step explained.

   Click Save at the top when you're done. Changes on the canvas aren't saved until you do.

Things to know

• You can create only one workflow from each template. To get a second copy, build a workflow from scratch and copy the steps you need.
• Workflow names must be unique in your salon. If you already have a workflow with the template's name, rename it first.
• Some templates use steps that your plan doesn't include. Creating one of those fails until you upgrade.
• If you don't want the workflow to run yet, turn off its switch on the Workflows page.