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Setting up the welcome guide
Setting up the welcome guide

How to create and customize your location’s welcome guide.

Updated over 3 months ago

Creating a welcome guide

Adding topics

  1. Select Enable.

  2. Check the box next to the topic you want to include.

  3. In the text box that appears below the topic, add the information you want to share with visitors.

  4. Click Save.

  5. Repeat for any other topics you would like to add.

Tip: Switch to the Preview view to see how your welcome guide will appear to visitors.

Changing the order of topics

  1. Find the up-and-down arrow icon to the right of a topic.

  2. Tap and hold the cursor on the icon to drag and drop it into the desired position.

  3. Click Save.

Removing topics

  1. Select Edit and uncheck each topic you want to remove.

  2. Click Save.

Disabling the welcome guide

  1. Select Edit then Disable at the bottom.

Best practices/helpful tips

  • Want to “turn off the Welcome email?”

    • If you don’t use legal docs, then all you need to do is set Conditions to “Only when legal docs are signed at sign-in”

    • If you do use legal docs: - set Conditions to “Only when legal docs are signed at sign-in” AND the “Legal doc” setting to “If legal doc signed during sign-in” and turn off the welcome guide, stamp, and re-word the subject/header/subheader/custom content blocks to only pertain to the use case of a visitor signing a legal doc.

      • NOTE: if you use legal docs for some sign-in flows and not for others, you can map the above settings to the related sign-in flows and accomplish your goal as well!

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