Member journey & tenant configuration

From the first click to an active, paying member — every stage of the journey is driven by tenant-level switches, not custom development.

  • Eight configurable entry points: self-registration, invitations, referrals, waitlists, and more
  • Optional gates where you need them: application vetting, identity checks, contracts, mandatory fees
  • Workflows and 22 system emails automate everything behind the scenes

Turn a module on, make a step mandatory, or remove it entirely — the journey reshapes itself.

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enabled by default optional — switch on per organization can be made  mandatory deep-configurable (fields, templates, rules) Setting name as it appears in Admin Settings

Stage 0

Eight ways in

Members don't arrive through a single door. Each acquisition channel is its own configurable flow — all landing in the same unified member database.

Self-registration

Public sign-up form, fully composable per organization.

Enable Registration Form

Invitation

Email invites; who may send them is itself a setting.

Who Can Send Invitations

Referral program

N referrals required to join, custom vetting questions, points on signup.

Number of Referrals Needed for Signup

Admin-created

Back-office registration with a configurable starting status.

Default Status for Admin-Created Users

Waitlist

For capped or invite-only membership: priority rules, bulk approve.

Enable Registration Waitlist

Company invitation

Corporate members invite their own people with company roles.

Enable Companies Module

Contact conversion

Prospects, donors, event attendees — converted via invite or application.

Enable Contacts Module

Checkout & widgets

Ticket buyers and newsletter subscribers get accounts on the fly.

Create Accounts for External Buyers

The journey

Registration → Onboarding → Active member

Left: what the member experiences. Right: the switches your organization controls at that exact step.

1
Core step

Registration

The sign-up form is assembled per organization: which fields appear, which are required, plus unlimited custom fields. Or skip typing entirely — one-tap social sign-up.

Tenant switches

  • Composable form: fields, mandatory set, custom fields, intro/outro text — Registration Form
  • SSO registration: Google · Apple · Microsoft · LinkedIn — Single Sign-On (SSO)
  • 12 interface languages with a tenant default — Default Language
  • Minimum registration age for minors — Minimum Registration Age
  • Notify admins of every new registration
2
Core step

Verification & authentication

Email verification activates the account. Ongoing access is governed by your security posture.

Tenant switches

  • Email verification on signup
  • Manual admin approval before activation — Manual Approval
  • SSO login per provider (Google, Apple, Microsoft, LinkedIn) — Enable SSO Login
  • Multi-factor authentication — Multi Factor Authentication
  • Age-based login restriction for children’s accounts
  • Self-service account reactivation on login
3
Optional module

Membership application (adhesion)

A formal vetting pipeline for organizations that admit, not just register: application form, ID upload with OCR, optional video answers, HR interview, decision.

Tenant switches

  • With or without — off by default — Enable Adhesion Module
  • Mandatory gate before membership — Mandatory Adhesion
  • Own field set + custom fields — Adhesion Form
  • Lifecycle with emails at each step: new → pending → validated → interviewed → approved / rejected
  • Branded PDF template; automatic role + fee activation on approval
4
Optional module

Identity validation (KYC)

Government-ID verification with OCR extraction and an admin review queue — or fully automated. Applied to accounts, to payments, or both.

Tenant switches

  • With or without — off by default — Enable Identity Validation
  • Require for user accounts — Require for Users
  • Require for online payments
  • Automated validation (no human in the loop)
  • Cancel subscriptions without identity re-confirmation
5
Core step

Chapter selection

Members join a local chapter — a city branch, campus, or regional office — with its own admins, fees, events, and permission scopes.

Tenant switches

  • Local chapters with public map & directory — Enable Local Centers Module
  • Open access vs. gated joining — Open Access Local Centers
  • Membership in multiple chapters — Multi Local Center Access
  • Regions, parent hierarchies, per-chapter member types
  • Per-chapter fees, IBANs (EUR/USD/CHF/native), dashboards
6
Core step

Profile setup

A second, richer form than registration: bio, profession, socials, location — plus organization-defined custom fields. A completion tracker nudges members to finish.

Tenant switches

  • Composable profile form: 16 standard fields + custom fields, each optional / mandatory / immutable — Profile Form
  • Custom field types incl. files, images, encrypted values
  • Profile completion tracker — Profile Completion
  • Privacy defaults per field: name, email, phone, age, town, photo, profession, socials — Privacy Defaults
  • Profession taxonomy: industry / job / expertise
  • Family & household accounts (parents + children) — Enable Family Members
7
Optional module

eDocuments & contracts

Membership agreements, NDAs, codes of conduct, parental consent — auto-filled from the profile, e-signed in the browser, archived as PDF.

Tenant switches

  • With or without — Enable eDocuments Module
  • Signature required to purchase membership — Require Contract for Membership
  • Reusable templates with placeholders resolved per signer
  • Member-only vs. admin co-sign vs. default admin signature
  • Digital membership card from a contract template
  • Signing reminders + re-sign requests when a template changes
8
Core step

Membership fee

The commercial heart of the journey: card checkout, recurring subscriptions, bank transfer with invoicing, or cash recorded by a treasurer — with the fee itself optional or a hard gate.

Tenant switches

  • Fee mandatory or voluntary — Fee Payment Mandatory
  • Card payments & recurring subscriptions (Stripe)
  • Bank transfer with auto-generated invoice — Enable Membership Payments via Bank Transfer
  • Manual “mark as paid” for cash — Allow Mark as Paid
  • Lifetime memberships, bundles, family coverage, company fees
  • Fixed fiscal-year start vs. rolling periods; pay-next-year; grace period in days/months
  • Auto-deactivate on expiry — Auto-deactivate on Fee Expiry
9
Core step

Preferences & notifications

Members control their channels; the organization sets the starting point for every one of them.

Tenant switches

  • Default opt-ins: newsletter, push — Newsletter & Push Notifications
  • Per-category email frequency defaults: comments, events, votes, discussions, mentions
  • Per-field profile privacy, member-set, seeded by tenant defaults
  • Interface language per member
✓
Destination

Active member

A personalized dashboard — and every community module you have switched on: groups, events, courses, voting, discussions, files, gamification.

Tenant switches

  • Custom homepage, welcome banner, themed dashboard widgets
  • Onboarding courses that can be enforced before full access — Enforce Onboarding Courses
  • Member-to-member connections & recommendations
  • Gamification: points, tiers, badges, referral rewards
  • Guided exit: resignation requests with auto-close — Enable Resignation Module

Behind the scenes

Automation & communication layer

Every step above emits events. Workflows react to them; the email engine keeps every message on-brand — both configured by your organization, no code.

Workflows

"When X happens, do Y" — with conditions and delays. Activate, deactivate, duplicate, and test-run against sample data.

Trigger→Conditions→Delay→Actions

Triggers

user joinedpayment receivedcontract signed course completedidentity validateduser inactivity

Actions

send emailassign role update fieldscreate task

Plus

WebhooksREST APIHubSpotn8n

Email configuration

22 system emails, each individually on/off; every template's subject and body editable per language, with preview and test-send before going live.

Toggle per email — System Emails settings

welcomeregistrationinvitationnew-member alertrenewal reminders (1 mo / 7 d / day-of / after)payment success / failedadhesion updatesidentity validationevent invites & remindersticket paidcontract reminders & signedreferralsubscriptionresignationdiscussion activity

Also configurable

per-locale templatescustom subjects drag-&-drop newslettersaudience segments open / click trackingsignup widgets

The full switchboard

Every module, one flip away

Default states shown for a fresh organization — each one togglable in settings, so the platform is exactly as big as you need.

Users & roles

ON

Member types, roles, org chart, permissions matrix

Local chapters

ON

Chapters, regions, map, per-chapter admins

Events & tickets

ON

Landing pages, ticket types, check-in, reports

Online payments

ON

Stripe checkout, subscriptions, donations

Membership fees

ON

Optional ↔ mandatory, renewals, grace periods

eDocuments

ON

Contracts, e-signature, membership cards

Groups & tasks

ON

Communities, role groups, task boards

Discussions

ON

Forums with namespaces & moderation

Courses (LMS)

ON

Lessons, quizzes, enforced onboarding

E-voting

ON

Elections, motions, tallies, CSV export

File management

ON

Shared & personal file storage

Newsletter

ON

Campaign builder, segments, tracking

Form builder

ON

Public forms, surveys, submissions export

Analytics

ON

Membership, finance, geography, leaderboards

Contacts (CRM)

ON

Non-member prospects & donors

API & webhooks

ON

Full REST API, event subscriptions

Support desk

ON

Issues, support teams, statuses

Adhesion

OPT-IN

Formal application & vetting pipeline

Identity (KYC)

OPT-IN

ID verification, OCR, automated checks

MFA

OPT-IN

Multi-factor authentication

Referral

OPT-IN

Member-driven growth with vetting

Waitlist

OPT-IN

Capped or invite-only membership

Companies

OPT-IN

Corporate members, invoicing, seats

Gamification

OPT-IN

Points, tiers, badges, hour tracking

Invoicing

OPT-IN

PDF invoices, auto-send, refunds

Project management

OPT-IN

Team workspaces with files & tasks

Resignation

OPT-IN

Structured exit flow, auto-close

Member statuses

OPT-IN

Suspended, waiting list, contributor…

Multi-language

OPT-IN

12 locales, per-member choice

See your journey in Orgo

Tell us how your organization admits members and we'll configure the journey live in a demo tenant.

Get a demo