If member profiles are incomplete, your team usually ends up chasing missing details or fixing things later, from billing issues to unclear records.
The Welcome Wizard helps you collect the information you need as members log in and ensures it remains complete over time. You choose which fields matter, mark what is required, and the system takes care of prompting members until everything is filled in.
What the Welcome Wizard looks like
The Welcome Wizard is the first interaction a member has with your Member Portal. Keeping member data up-to-date is automated through dynamic field checks.
This is what the Welcome Wizard looks like to members when they log in to the Member Portal; you can customize the fields they see and are required to fill out:
Configure the welcome wizard
Open the Flex Admin Portal and go to Settings > Experience Hub > Member Pages.
Scroll down to the Welcome Wizard and click Configure.
Turn on the fields you want to be available to members when they first log in to the Member Portal.
For each field, select whether it should be optional or required.
Click Add Custom field to add additional fields. You can select from your existing custom properties with "Member Public" or "Member Protected" privacy.
Set the Phone field as "required" if you use SMS notifications in Visitor Hub.
Add custom fields
You can add custom fields to the Welcome Wizard to collect any data you might need from your members.
To do that, you must first create custom properties in your organization in OfficeRnD Flex and then use them in the wizard:
Open the Flex Admin Portal and go to Settings > Experience Hub > Member Pages.
Scroll down to the Welcome Wizard and click Configure.
In the Additional Information section, click Add Custom Field and select one of your custom properties.
Select whether the custom field should be Required or Optional.
This is what the custom fields look like in the Welcome Wizard:
Keep member data consistent
Any fields you mark as required in the Welcome Wizard will also automatically be applied and enforced in the member's profile section under My Account > Profile. This ensures that the essential data you collect is consistently maintained and kept up to date across the platform.
This means:
Members cannot skip required details
Missing data gets filled in later if needed
Your team does not need to manually follow up
When does the Welcome Wizard show again?
The system checks each member's profile against your current requirements and shows them the wizard again when something is missing.
This happens when:
You add a new field and mark it as Required.
You change an existing field from Optional to Required, and the member has not yet filled it in.
This way, you can rest assured that all your members have completed the necessary onboarding and provided the required information before using the Member Portal.