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Set up the onboarding flow

The onboarding flow is what every new member sees right after joining, before they land in the community. Configure it in Admin → Onboarding.

Build your flow

  1. Go to Admin → Onboarding.
  2. Enable the steps you want new members to complete, such as:
    • Welcome message — a short intro from you.
    • Profile setup — name and avatar.
    • Join spaces — point members to starter spaces and channels.
    • First course — link a course as a recommended first action.
  3. Reorder steps by dragging them.
  4. Click Save.

New members run through these steps the first time they sign in (via email or Google).

Tie onboarding to engagement

Onboarding works best alongside other member features:

  • Spaces & channels — send new members straight into a welcome channel.
  • Gamification — award XP for completing onboarding so members start with momentum.
  • Courses — set a first lesson as a step to drive early activation.

Preview and adjust

Use Admin → Analytics to watch member growth and retention after launch. If early drop-off is high, shorten the flow or move your strongest hook (a course or active channel) earlier.

Tip: Ask the AI Owner Copilot to "set up a welcome course" — it can create the course and you can link it as an onboarding step.

Related

  • Invite members
  • Members explained
  • Member roles and permissions

FAQ

When does onboarding run? The first time a new member signs in, before they reach the main app.

Can members skip steps? Optional steps can be skipped; required steps must be completed to continue.

Does onboarding apply to admins I invite? Invited admins go through the same first-time flow, then gain Admin panel access.

Can I change the flow later? Yes. Edits in Admin → Onboarding apply to members who join after you save.