> ## Documentation Index
> Fetch the complete documentation index at: https://docs.soundchecklive.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom onboarding flows

> Build the steps new members complete when they join your organization, from a template or from scratch.

> [!NOTE]
>
> **Early access:** Custom onboarding flows is rolling out gradually. Contact [info@soundchecklive.io](mailto:info@soundchecklive.io) if you'd like it turned on for your organization.

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.

## Where to find it

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

## 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.

## Step types

Each step is one of four types:

| Type | What it collects |
| - | - |
| **Form** | Custom fields you define: text, email, phone, date, dropdown, checkbox, long text, and masked sensitive fields. Turn on **Require e-signature** to have members draw a signature before they submit. |
| **Document Review** | One or more documents the member reads. Turn on **Require e-signature** to have them sign, or **Require completed upload** to have them upload a completed PDF. |
| **File Upload** | Files the member submits, such as a signed tax form or a certification card. |
| **Positions** | The roles the member can fill, chosen from your active [position catalog](https://docs.soundchecklive.io/organization/teams/positions.md). Members also rate themselves 1 to 5 on each one. |

> [!WARNING]
>
> A required **Positions** step can't be completed if your organization has no active positions yet. Saving a flow in that state is blocked with a message asking you to add positions, make the step optional, or turn the flow off.

Each step also has a **title**, an optional **description**, and a **required** toggle.

### 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](https://docs.soundchecklive.io/organization/admin-logs.md). Bank details collected here do not become the member's payout method.

## 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**.

### Templates

| Template | What it includes |
| - | - |
| **Event crew** | Contact and emergency info, positions, a W-9 upload, and certifications. |
| **Musicians & performers** | Contact info with gear notes, emergency contact, instruments, and a W-9 upload. |
| **Essentials only** | Just contact info and positions. Add more steps later. |

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.

## 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.

## 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.

> [card] [Managing members](https://docs.soundchecklive.io/organization/members.md#onboarding-new-members)
>
> How the onboarding badge on the Staff page reflects a member's progress, and how to mark someone onboarded without forcing every step.

## Related guides

> [card] [Positions](https://docs.soundchecklive.io/organization/teams/positions.md)
>
> The catalog a Positions step draws from

> [card] [Managing members](https://docs.soundchecklive.io/organization/members.md)
>
> Roster, seats, and the onboarding badge

> [card] [Signup and organization setup](https://docs.soundchecklive.io/getting-started/signup-and-org-setup.md)
>
> What happens before a member reaches onboarding

> [card] [Organization setup](https://docs.soundchecklive.io/organization/setup.md)
>
> Configure the rest of your org


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