Workflow on Tookan dashboard

Tookan is a flexible solution that supports three types of workflows to best suit your business requirements.

Upon selecting a workflow, corresponding changes take place in both dashboard and agent mobile apps. It is recommended that you select appropriate workflow complimenting your business. You can change the workflow by going to Menu > Settings > Preferences.

Select A Workflow on Tookan dashboard

PICK-UP AND DELIVERY Workflow on Tookan dashboard

This workflow is best suited for businesses that provides an on-demand pickups or deliveries. Let says :

  •  Food Delivery
  •  Courier Services
  •  Laundry Services
  •  Grocery Delivery
  •  Alcohol Delivery

APPOINTMENTS Workflow on Tookan dashboard

It’s a workflow suits for businesses that are providing at-home/ office services. Those are :

  •  Make Up Artists
  •  Wedding Stylists
  •  House Repair Services
  •  Massage Therapists
  •  Auto Repair Services

Tookan offers Online Appointment Scheduling and has everything you need to grow and manage your business. Businesses that use this workflow include Make-up artists, Home services, Auto-repair services, Wedding stylists, and many more.

firstly understanding How appointment workflow works

Fig 1.1 Tookan Appointment Scheduling Flow

Onboarding Professionals

Agents are the Professionals who would provide home services as per the appointment Scheduling created and assigned to them by you. most importantly, most importantly you can onboard an agent in 3 ways.

Agent Onboarding

most importantly you can onboard a professional in 3 ways on the platform:

  1. Adding agents one by one on your platform

Go to Side Menu > Agent

On the top right corner, you will see an option “Add Agent”

Click on that and the template will open to enter agent information

to clarify,

First name & Last name – Name of Agent.

Email – Email ID of the Agent

Phone – Phone number of the Agent.

Username – This will be the login credential of your agent to access the app.

Password – This will be a password using which your agent can log in to the app.

  1. Additionally, You can add agents or onboard the professionals using CSV through bulk import for appointment scheduling
    This option is helpful If you want to add a large number of agents to the platform so instead of adding one by one we can enter all the information in a CSV file and upload the file.

firstly Go to Side Menu >agents On the top right corner you will find an option to “Import Agent” Click on Import Agent Select the option ‘Download Sample CSV’

This will download the CSV file wherein you have to add information about the agents

FIELD WORKFORCE Workflow on Tookan dashboard

Businesses that manage on-street customer acquisition teams, its a perfect workflow for those. like :

  •  Field Marketing
  •  Product Demo
  •  Customer Acquisition / Development
  •  Target Marketing/Sales
  •  Market Research/Surveys

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