---
title: "Creating Engage plugin workflows"
url: "https://docs.pexipengage.com/en/plugin/workflows"
description: "Design customer booking flows and generate shareable links"
---

## Overview

The Engage Plugin is the customer-facing tool for booking appointments. It is shared via links on websites, email signatures, and marketing campaigns.

### v2 plugin features

The v2 plugin provides:

-   **Configurable step order** – Customise the sequence of booking steps.
-   **Faster performance** – Optimised loading and navigation.
-   **Better UI** – Modernised design and improved user experience.
-   **More mobile-friendly** – Responsive layout for all screen sizes.

## How it works

The plugin is configured through a sandbox page where you design workflows and generate shareable links.

### Plugin URLs

| URL | Purpose |
| --- | --- |
| https://domainname.plugin.skedify.io/domainname | Production plugin URL |
| https://domainname.plugin.skedify.io/domainname/sandbox | Sandbox configuration page |

### Sandbox workflow

1.  Navigate to the sandbox URL.
    
2.  Design your workflow using the configuration options below.
    
3.  Click **Apply** to preview the workflow.
    
4.  Click **Copy** to copy the generated plugin URL.
    

![Copy plugin link](/_astro/plugin-copy-link.COn30vEx_ZcXurz.webp?dpl=dpl_AmK11wLqSzcxjEg28YTY78j1WG4Y)

Screen 1 Copy plugin link

5.  Click **Reset** to return to the default configuration.
    

![Plugin sandbox configuration](/_astro/plugin-sandbox-callouts.CEAQil1x_Z1WQcEF.webp?dpl=dpl_AmK11wLqSzcxjEg28YTY78j1WG4Y)

Screen 2 Plugin sandbox configuration

## Configuration options

### Intent

Set the intent of the plugin link. This determines the overall purpose of the booking flow.

### Resource code

Specify a resource code to pre-select a specific resource in the workflow.

### Flow

The Flow parameter defines the order and inclusion of steps in the booking workflow. Each step is represented by a letter:

| Letter | Step |
| --- | --- |
| S | Subject selection |
| M | Meeting type selection |
| E | Employee (Agent) selection |
| O | Office selection |
| T | Timetable (date/time selection) |
| Q | Questions (questionnaire) |
| C | Customer details |

**Default flow:** `SMOTQC`

**Rules:**

-   The flow must include **T** (Timetable), **Q** (Questions), and **C** (Customer details).
-   The flow cannot start with **T**.
-   Append **\*** (asterisk) after a letter to **lock** that step, hiding it from the customer (the value must be pre-set via other configuration options).

**Examples:**

| Flow | Description |
| --- | --- |
| SMOTQC | Default flow: Subject, Meeting type, Office, Timetable, Questions, Customer |
| SOETQC | Subject, Office, Employee, Timetable, Questions, Customer |
| S*M*OTQC | Subject (locked) and Meeting type (locked), then Office, Timetable, Questions, Customer |
| EMOTQC | Employee first, then Meeting type, Office, Timetable, Questions, Customer |

### Language

Set the language of the plugin interface. The plugin displays in the specified language if translations are available.

### Filters

Use filters to pre-select or restrict options in the plugin. Filters use **External IDs** to identify resources.

| Filter | Description |
| --- | --- |
| Subject filter | Restrict which subjects are shown (by External ID) |
| Office filter | Restrict which offices are shown (by External ID) |
| Contacts filter | Restrict which Agents are shown (by External ID) |
| Meeting type filter | Restrict which meeting types are available (by External ID) |

### Customer pre-fill

Pre-fill customer details in the booking form to streamline the process. This is useful when the customer is already known (for example, from a CRM integration or email link).