User Onboarding

The process of activating the event website step‐by‐step.

In this page
March 5th, 2025

Entry Point

Setting the Tone

When a travel advisor lacks a website for a group, a prominent "Create Website" button invites them to start the process on the Group page. Upon clicking, a welcoming screen sets the tone with engaging visuals and a brief overview of the creation journey.

The key components of this flow are:

  1. Welcome Page (Theme Selection Gateway)
  2. Option for new users to take a guided walk‐through.
  3. Option for experienced users to skip directly to the dashboard.

Focusing on theme activation is a crucial step in getting users excited about creating the website for their client. The theme selection is not just a step, but the essential entry point for the website creation, even for experienced users who skip the initial welcome screen.

March 5th, 2025

Theme Activation

Default Theme

When creating a website, users will first select a default theme:

  • Wedding
  • Vacation
  • Corporate

This streamlined process ensures experienced users can quickly activate a theme without browsing an extensive gallery upfront. Once the default theme is selected, users are prompted with two clear options:

  • "Build Your Website Now," which leads to a guided walkthrough for immediate setup.
  • "Go to Dashboard," whicn is ideal for users who may not have all the necessary details at hand. By choosing to go to the dashboard, users can save their progress and return to complete the website setup.

This approach prioritizes efficiency while offering flexibility, catering to both experienced users who value speed and new users who may want to explore more options later.

March 5th, 2025

Guided Walk‐Through

Website Creation Process

After selecting the theme, the user will embark on a guided tour designed to help craft an event website. The user will have the flexibility to skip any step and complete it later in your dashboard, ensuring a seamless and stress‐free experience.

Event Basics

After theme selection, guide users through entering crucial details:

  1. Website Title: Prompt users to enter a title for the clients group event or trip.
  2. Event Date: Provide a date picker for selecting the travel dates.

Site Settings

Next, introduce the site configuration step, which will be called "Site Settings":

  1. Custom URL: Offer an input field for a unique domain name.
  2. Access Code: Provide an input for the invitation code, explaining its purpose for exclusive access.
  3. Collaborator Email: Allow adding an email address for a co‐editor.

Emphasize that these settings can be adjusted later in the dashboard.

Booking Configuration

Guide users through the booking configuration:

  1. Minimum Deposit: Input field for setting the deposit amount.
  2. Deposit Due Date: Date picker for the deposit deadline.
  3. Booking Flow Toggle: Enable/disable option for the booking process.
  4. Deposit Due Date: Text area for inputting or uploading T&Cs

Emphasize that these settings can be adjusted later in the dashboard.

Checklist Integration

  1. Visibility: Remains visible throughout the flow without obstructing the main content.
  2. Items: Eact step will be listed in the checklist.
  3. Progress Indication: As users complete each step, it will be marked as done.
  4. Dashboard Correlation: Remind users that can review and edit settings later.

Completion Screen

End with a completion screen that:

  1. Congratulates the user on creating their minisite.
  2. Summarizes the entered information.
  3. Provides clear next steps or a call‐to‐action to view their dashboard.