Creating a Workflow on Vetstoria

This article will walk you through the process of creating a workflow on Vetstoria

Note: To create a Workflow, you must ensure Content Pages are created for this purpose. If you're unsure how to create one, the following guide will help you Setting up Content Pages on my Booking Tool 

Creating Your Workflow 

01) Navigate to: Settings > Personalisation > Workflows

02) To start creating a workflow, click on Create Workflow

03) Add a Name for your Workflow. i.e Disclaimer for New Clients
 

04) Select the point(s) in the booking process where you want to add content pages. The example below shows a content page added between the Appointment details page and the Time Slot page.

05) Select the relevant content pages that need to be added.

06) Select the appointment types that are applicable to this workflow.
7. 
07) Activate your workflow, click on Save  and click on Next to finalise your workflow

08) You will be presented with a message indicating that your workflow is now created.
 

If you have any questions or need further help, please use the 'submit a request' form at the top of this page to reach out to our support team.