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.