Custom onboarding flows

Every new member goes through onboarding before they’re fully set up: contact details, positions, documents, whatever your organization needs to collect. Custom onboarding flows let owners and admins design that sequence instead of relying on a fixed set of steps.

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Where to find it

Go to Settings → People → Onboarding. The page description reads: “Configure custom onboarding flows for new members.”

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The Member Onboarding Flow

The page centers on one card, Member Onboarding Flow, with a short description: “Configure the steps new members complete when joining your organization.”

• Enabled / Disabled toggle: turns the flow on for new members. While it’s off, the toggle reads “Disabled — members won’t see this flow”; turn it on and it reads “Enabled — members will see this flow.”
• Flow Name: an internal label (placeholder: “e.g. New Member Onboarding”).
• Steps: the ordered list a member works through. Drag to reorder, or edit and delete individual steps.

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Step types

Each step is one of four types: Each step also has a title, an optional description, and a required toggle.

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Sensitive fields

A Form step can collect Bank account (masked), Routing number (masked), SSN (masked), and TIN (masked) fields. Soundcheck stores these values encrypted and shows them masked. Owners, members with the Finance role, and members with the explicit finance access grant can choose Reveal on a member’s onboarding progress to see a value. Admins without that grant cannot reveal sensitive answers, even though they can view organization finances. Each reveal is recorded in the Audit log. Bank details collected here do not become the member’s payout method.

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Starting a flow

With no steps yet, the page offers two ways to start:

• Add from a template: pick a starting point and its steps are added for you to review before saving.
• Start from scratch: add steps one at a time.

Once a flow has steps, the same Add from a template option is available from the toolbar (dialog title: “Add steps from a template”), alongside Add Another Step.

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Templates

Soundcheck suggests Musicians & performers for band and DJ organizations, and Event crew for everyone else, based on the business type you picked at sign-up. Adding a template’s steps doesn’t replace anything already in the flow. Its steps are appended to the end, ready for you to review and save.

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Onboarding Submissions

Below the flow editor, the Onboarding Submissions section lists what members have submitted through the flow (form answers, uploaded files, and document sign-offs) so owners and admins can review the details without opening each member’s profile individually. To have a member redo a step they already finished, open their profile and choose Request again on that step.

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Where members complete it

A member sees their organization’s onboarding steps in My Mailbox, under the Onboarding filter chip. Opening one takes them to the onboarding flow itself, where they work through each step in order. The same steps work on the web and in the mobile app.

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