New wizard for trial sign-up – Tracker – Fresh Milk Software

We currently have a wizard which allows a new user to sign up for an open ending trial with Flobot. It can be found here: It is severely limited at the moment and doesn’t work properly. Specifically, when the client selects their industry the wizard creates several departments with the same name and a sub type off each. It should create 1 department and several sub types badged to that.

We are manually creating new accounts for clients at the moment. This is time consuming so we need to enhance the wizard, make it easier to sign-up and add the payment details as default. Here is what it should look like.















This is the first part of the sign up wizard and then we go to the next part.











We need to make changes above for the internationalization





















The screen above needs to go and we need to create a deafult dor all prices and all teams that can be adjusted in the settings section

























We need to add this satge onto stage 5. The user can then configure the areas the FTM works and the skillset before it becomes confusing










Again this need to set to ‘Active’ as a default.








Finally the schedule needs to be set to ‘open’ slots for the first month or the user will be confused.


Written By

Adrian Portsmouth