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# How to Design a Process for Occasional Users
- URL: https://blog.jestor.com/design-a-process-for-occasional-users/
- Published: 2026-09-17T22:41:25.000Z
- Updated: 2026-09-17T22:41:25.000Z
- Author: Bruno Bannach

To **design a process for occasional users**, assume they remember nothing. Someone submitting a request twice a year is a first-time user every time.

## What frequent-user design gets wrong

The builder uses it daily and designs for themselves.

- Field labels meaningful only to the team
- No explanation of what a field means
- Assumed knowledge of which option applies
- A form that a daily user finds efficient and a rare one finds opaque

## What occasional users need

| Need                          | How to meet it                          |
| ----------------------------- | --------------------------------------- |
| **An obvious starting point** | A home page with the right apps         |
| **Plain labels**              | Their language, not the team's          |
| **Explanation in place**      | An embedded video or note               |
| **Fewer choices**             | Conditionals hiding what does not apply |
| **Status visibility**         | So they do not need to ask              |

## How to set it up in Jestor

1. Configure the home page in **Jestor** so occasional users land on what they need.
2. Write field labels in their language rather than the team's.
3. Embed a short explanatory video where a field needs context.
4. Use conditionals so each person sees only the relevant questions.
5. Let them see their own request status, so they do not have to ask.

## Why choose Jestor for infrequent users?

**Jestor** allows videos and other content to be embedded directly into forms, which means an explanation lives where the question is rather than in a document nobody opens.

Because the home page is configurable per role, the occasional user's starting point can be different from the daily user's without building a second system.

## Frequently Asked Questions

### Can a form include an explanation?

Yes, an embedded video or note. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Can different roles land differently?

Yes, the home page is configurable per role.

### How do I reduce the questions asked?

Conditionals, based on earlier answers.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.