Onboarding and personal profile options

NOT VISIBLE TO PUBLIC

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

An example onboarding form. See the tables below for details.

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` Change or remove any fields Add custom fields (answer format must be free text response)
3	Company	Remove field
4	My Availability and Away Dates	Remove fields Change selectable time range in the Online at /Offline at dropdown `5AM-9PM`
5	Allow other people to message and meet with you	Select one: Make the switch default to on Make the switch default to off
6	Share contact information (with exhibitors)	Select one: Make the dropdown default to with partners I’ve interacted with Make the dropdown default to with no partners
7	Additional questions	Change or remove any questions Add custom questions (answer format can be select one, select many, or yes/no)

Other 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

An example full profile. See the tables below for details.

[DIAGRAM SCREENSHOT OF QUICK PROFILE]

There are two views of a user’s personal profile: The full profile and the quick profile. The quick profile appears as a preview when attendees click on another user. Then they can view the full profile.

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
1	User information	From the Onboarding form fields that you chose to include, select: Which information appears in the full profile Which information appears in the quick profile
2	Contact buttons	Remove scheduling button from either of the profile views Remove messaging button from either of the profile views