New member checklist
Page Library
New member checklist
A practical checklist for new members to work through in their first days, written for the members area. It groups ten first steps into three stages, today, this week and this month, and links each one to the page where it is done. Callouts flag a time-saving tip and the most common first-week mistake, and a help table shows who to ask about what. Point the links at your own pages, trim the steps to suit your site, and link the checklist from your welcome email and members home.
Your new member checklist
Welcome to Harborview Members Club. Work through this list over your first month and you will know your way around, have met a few people and found the parts of the club that suit you best.
Today 15 minutes
- Check your email address. Receipts and password resets go there. Open My Account
- Choose a strong password. Use one you do not use anywhere else. Change password
- Add a photo and a short bio. Members with a profile get far more replies. Edit your profile
- Bookmark your members home. It always shows what is new since your last visit. Go to members home
Sign in on your phone too and tick Remember me. Most members catch up on the newsletter and forums during a coffee break.
This week 20 minutes
- Say hello in the introductions forum. Tell us where you are and what brought you here. Write your introduction
- Save three things from the library. Use the star on any page to build your reading list. Browse the library
- Pick your emails. Choose the newsletter, event reminders and forum digests you want. Email preferences
This month 10 minutes, plus the event
- Register for one event. Online sessions are free for members and a great way to meet people. See the events calendar
- Join a small group. Groups of eight meet once a month around a shared interest. Find a group
- Tell us how it is going. A two-minute survey at the end of your first month helps us improve. Take the survey
Joining with a work email and then changing jobs. If you might lose access to the address you joined with, switch to a personal one now under My Account.
Where to get help
| Question about | Best place to ask | Usual reply time |
|---|---|---|
| Signing in or your password | Help center | Instant, self-service |
| Payments and receipts | Email hello@example.com | Within one working day |
| Finding content or using a feature | Help forum | Usually within an hour |
| Events and tickets | The event page, or email us | Within one working day |
| Anything else | Contact form | Within one working day |
Use this page
Make it yours in a few minutes
- Find it in your Control Panel. Go to Content > Page Library and search for "New member checklist".
- Add it to your site. Choose a title and a department. The page arrives as a draft, with its pictures copied to your site and your site's name already in place.
- Change the words and pictures. Open it in the Membergate editor, replace the sample text and images with your own, and make it live when you are ready.