Onboarding and personal profile options

NOT VISIBLE TO PUBLIC DRAFT NEED INTERNAL LINKS, THEN IMG

You can change elements of the user onboarding information form. Then you can decide which information shows up in users' full profiles and quick profiles.

Onboarding form

[DIAGRAM SCREENSHOT OF ONBOARDING FORM]

Onboarding form fields

Choose which information users share when they create their profile:

	Element	Options
1	Basic information	Change heading text `Basic Information`
		Remove any fields
		Lock any fields so users can’t change preset information
2	Additional information	Change heading text `Additional Information`
2	Additional information	Change or remove any fields Or add custom fields (answer format must be free text response)
3	Company	Remove field
4	My Availability and Away Dates	Remove fields
4	My Availability and Away Dates	Change selectable time range in the Online at /Offline at dropdown `5AM-9PM`
5	Share my contact information	Select one: Make the dropdown default to share Make the dropdown default to don’t share
6	Additional questions	Change or remove any questions Or add custom questions (answer format can be select one, select many, or yes/no)

Onboarding form settings

Element	Options
Password length	Change the minimum password length `8 characters`
Password reset magic link	I heard this was a config but I’m not sure if it’s a client option, or just the new default.
Required items	Require attendees to fill out specific items By default, the only required items are First and Last name, Email, Password, and agreement to the Terms of Service.
Force profile completion	Send users directly to their profile after logging in, to complete their information (only for SSO or integration registration methods)

Personal profile design

[DIAGRAM SCREENSHOT OF FULL PROFILE]

[DIAGRAM SCREENSHOT OF QUICK PROFILE]

There are two views of a user’s personal profile: The full profile and the quick profile. These are what other attendees see when they look up a user.

You can choose which elements show up on each profile view. Our recommendation is to only include the most important elements in the quick profile. The full profile can be more complete.

Element	Options
User information	From the Onboarding form fields that you chose to include, select which responses appear: In the personal profile In the quick profile
Contact buttons	Remove scheduling button from either of the profile views Remove messaging button from either of the profile views