Member onboarding checklist

Basic Setup

  • Create record for member or team and team-members in internal database
  • Add credit card to member or team account
  • Assign memberships to member or team account
  • Send membership agreement via Docusign and ensure it is signed and returned
  • Order key from Pinnacle that corresponds to their access (8-6 M-F or 24/7)
  • Log key in internal database and charge $50 deposit
  • Log key in Brivo and activate (facilities manager/Chris)
  • Send Welcome Email - has Slack invite, Printer Drivers, Member Guidelines
  • Check in with new member in person to make sure they understood Slack, printer drivers, etc.
  • Add member to printer address book if needed ( login: admin password: 1111

Mail Service / Business Address Setup