We get a lot of the same questions from new members during the onboarding process, so we’d like to start passing these little checklists out at the Facility & Safety Tour to help remind new members what they need to do to get fully set up. Can someone print a bunch of these and cut them so they are ready to go for tour facilitators? Link to pdf here
I think that looks great! One thing I might add is how to gain access/use Skedda? I’m not sure where the invite link to that is sent to new members, but a refresher could be useful.
Ah yes, I was thinking the Skedda part ought to be on there as well. Do you think the reminder at the bottom explains it well enough or should I change that up?
Shouldn’t purchasing the membership come before the facility and safety tour? I thought thats what Openpath required to kick on (to be a member before signing the last waiver).
Now that our access system is linked to our member management system, it’s less of a deal for people to have purchased membership prior to the tour. We used to give out physical fobs at the tour that were pre-activated, so that’s why it was more important in the past. Gotta make sure people are paying before we give 'em keys to the kingdom