New-member workflow

Language: English · Türkçe

Use this path for a new member without duplicating the detailed reference pages:

1. Add a member, or send an invitation from Member invitations.
2. Complete the member information in Manage member profile.
3. Assign a plan that matches the session type.
4. Schedule the first session from the Calendar.
5. The member uses the Member portal to see the information made available to them, including sessions, plans, measurements, and analytics.

Keep the member’s email current when using invitations or the portal. What a member can see depends on the account’s portal configuration and available data.