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 (192.168.1.25) login: admin password: 1111
Mail Service / Business Address Setup