Before accessing all the membership perks or booking with you for the first time, the new users are guided through a straightforward and welcoming onboarding process. The process is designed to collect all the essential information about the user, such as name and surname, and their consent for privacy and terms.
Users can see all public content in the app and access the pricing of your services even if they haven't logged in or finished the onboarding process. However, users must log in and finish the onboarding to make a booking or payment in the app.
How the onboarding process looks like
Once a new user logs in for the first time, they see a welcome screen:
2. Users press Continue and consent to your organization's privacy policy.
3. Users enter their personal information.
If an administrator invites the user, the fields will be prefilled with the data the administrator enters on the "New invitation" page.
4. Users review and accept your organization's terms of use.
5. Now the user is ready to go 🎉. They are prompted to find your contacts and location guides on the Information page, thus make sure to add all the essential information to this page.
What users see after the onboarding
The content users see in the app after onboarding is determined by visibility and user role.
Member | Nonmember |
View and interact with all the content with the "Location Members" visibility and higher. | View and interact with all the content with the "Public" visibility. |
Pay online with money, credits, day passes, or invoices. | Pay online with money. |
View prices with discounts for services given with their subscription. | View prices with no discounts. |
See the personal data of users who have the "Location Members" or higher visibility for the personal data enabled. | See the personal data of users who have the "Public" visibility for the personal data enabled. |
Access invoices, receipts, credits, day passes, and subscription details. | Access past invoices and receipts details. |
Members can access all the perks of their plan (credits, discounts, opening doors with Kisi, etc.) only when they log into the app under the email address registered as a member and finish the onboarding process.