Each trip you create using ShuttleControl is associated with a workflow. By creating workflows, you are able to customize your trips depending on the type of trips you make.
As you create and customize your workflow, you may want to learn how to create favorite places and message templates.
First, select Stores from the Manage tab:
Next, select the Manage button next to the store you would like to assign workflows to:
From this view, select Workflows from the settings list on the left-hand side of the screen:
To create a new Workflow, start by selecting:
To manage and edit your workflows, click on the Edit button:
A two-sided window will appear where you can edit your workflow name, description, and other settings.
Workflow Steps allow you to define each step for a given trip. In the example above, the Workflow is called Shuttle Dropoff, and the Workflow Steps are:
Send tracking link
Onboard Customer
Dropoff Customer
Let's go into detail to better understand each step:
1. Send tracking link
This step is made to send a tracking link to customers. It is a Message type and includes a Message Template that was created:
2. Onboard Customer
This step is made to specify that the same address will always be used when onboarding a customer. It is a Place type and includes a Default Place that is saved:
3. Dropoff Customer
This last step is for specifying a default address when dropping off a client. It is a Place type and includes a Default Place that is saved. In this case, we don't know the client's address, so we select No default:
Once you have created all your workflows, you can go ahead and start creating trips for your drivers.
Related articles: