Member Onboarding Plugin

Created by Projects THM, Modified on Thu, 22 Sep, 2022 at 8:50 PM by Esteban Calvo

First go to the plug in page. On the menu on the left side, hover over "Plugins", and then click on "Member Onboarding", as shown below.


When you get to that page you will see a list with all the memberships on your site and another column with a ON/OFF toggle button. Simply click on that button to toggle ON or OFF on the desired membership.




This is what it would look like when it is ON. If there are any details that still need to be added, you will see it under the "Status" column as "Information Pending", so you can click on the red "Get Started" button and it will take you to the page to add those details.




And this is what it looks like when it's OFF. As you can see, on this page you cannot see which sections still need the information added, you would need to click on each one of the buttons under "Manage my Account" to verify each section.


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