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Create a new care flow

Take a look at the steps to create a brand new care flow

Written by Sanne Willekens

Creating a new care flow in your organization signifies the start of a new care process with a specific purpose and a measurable goal. Whether you start immediately after gaining access or embark on this journey later, this guide will walk you through the steps to create a brand new care flow in your organization.

How to create a new care flow?

  • Click "Create care flow" on the right-hand side

    • Enter a name for your care flow

  • Confirm the action by pressing the "Create care flow" button

🎉 You'll land on the Care flow Build page of your newly created flow and you can start designing your first care flow !

Click on the available "Default track" and start adding content to your care flow, do this by adding a step to the canvas, or by exploring the step library.

👀 tip: you can rename your care flow after creation. Navigate to Settings, then head over to the General section 👇.

Your care flow will still be a unique instance afterwards, through its Care flow ID which is auto-generated upon Care flow creation and visible in the URL:

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