Member onboarding checklist

Basic Setup

  • Create record for member or team + team-members in internal database
  • Add credit card to member or team account
  • Assign memberships to member or team account
  • Hand member or team leader a membership agreement in person, answer questions if needed
  • Order key from Pinnacle that corresponds to their access (8-6M-F or 24/7)
  • Log key in internal database and charge $50 deposit
  • Send Welcome Email -- has Slack invite, Printer Drivers, Member Guidelines
  • Check in with new member to make sure they understood Slack, printer drivers, etc.

Mail Service / Business Address Setup