What is the sign-up experience?
You can choose to let new customers sign up to your space directly from the Members Portal. Customers can sign up by simply creating an account or as part of a purchase flow when they:
- make a booking
- sign up to a plan
- purchase a product
- purchase an event ticket
How the sign-up experience works
You can decide whether or not to allow new customers to sign up from the Members Portal.
If you choose to allow sign-up, customers will need to provide information such as their name and contact details when they create an account or make a purchase for the first time.
Customers will need to provide at least three key pieces of information:
- Full name
- Customer type
You can control what additional information you collect from customers when they sign up, such as additional contact or billing details, through the default sign-up form. You can also control what customers can do after they sign up, such as if they automatically have portal access.
Setting up your Sign-Up Experience
If you want to allow customers to sign up on the Members Portal, you'll need to enable sign-up and define your sign-up and new customer access settings.
Sign-up and new customer access settings control important features like:
- deciding whether new accounts are suspended by default
- deciding what actions customers can do after signing up
Once you've enabled sign-up and defined your settings, you'll need to decide whether you want to enable guest checkout or customize your default sign-up form.
For more information, check out Setting up your Sign-Up Experience.