Usage example - referral

In this example we look at how to create a flow that accepts 'referrals' of prospective clients to our organisation.

Flow

• will be called referral, not public, so will require that a person is logged in to causebase

Parameters

• will need to know the PERSON making the referral (and currently logged in)
• person will need to have referral organisation and also referrer role
• will need to know the organisation of the PERSON

Stages

Client details stage

• Step - client basic details
• Step - client job application details
• Step - client clothing sizes etc
• Actions - create person with this data, add client role, add current person and organisation

Appointment booking stage

• Step - choosing appointment somehow
• Actions - booking appointment

fin.