Member onboarding

The flow every new member goes through after accepting an invite. This is separate from the first-run org onboarding wizard.

Live

Admins can also manually mark someone onboarded from the Members page — open a member's detail panel and use "Mark onboarded".

Steps

Read the crew handbook and confirm you've reviewed it.
Signed W-9 tax form (PDF).
Health insurance card or waiver signature.
Pick the positions you're comfortable being booked into.
Name, relationship, phone.

Step types

Document review
A doc for the member to read and acknowledge.
File upload
Request a signed PDF or image upload.
Form
Structured questions (contact, sizing, etc.).
Positions
Member picks the positions they'll accept.

Submissions

What each member has submitted so far. Delete a submission to ask for it again.

HO

Hana Okafor

hana@soundcheck.live

Pending

Welcome & handbook· yesterday

PS

Priya Shah

priya@soundcheck.live

In Progress

Welcome & handbook· 5d ago
Confirm your positions· 4d ago
Upload W-9· priya-shah-w9.pdf· 4d ago

TM

Theo Mancini

theo@soundcheck.live

In Progress

Welcome & handbook· 3w ago
Confirm your positions· 3w ago