Onboarding Flow

Where Onboarding Flow belongs

Onboarding Flow sits in the System layer of LuperIQ and focuses on Per-member welcome and onboarding flow with profile completion. For a site owner, the practical value is not the module name by itself; it is whether Personalized welcome page, Profile completion cards, and Role-based task suggestions becomes easier to manage in the real customer or admin path.

For pricing and setup, the useful context is Free and Pro and the place the owner will likely manage it is System. Those details help the reader understand the module without turning the page into a technical inventory.

Setup checks for Onboarding Flow

• Verify that "Personalized welcome page" is represented in the live setup before treating Onboarding Flow as ready for customers or staff.
• Verify that "Profile completion cards" is represented in the live setup before treating Onboarding Flow as ready for customers or staff.
• Verify that "Role-based task suggestions" is represented in the live setup before treating Onboarding Flow as ready for customers or staff.
• Verify that "Per-member progress tracking" is represented in the live setup before treating Onboarding Flow as ready for customers or staff.
• Verify that "Skip and complete controls" is represented in the live setup before treating Onboarding Flow as ready for customers or staff.
• Open the System admin section during setup so the owner knows exactly where this module is managed after launch.

Dependencies and AI connections

Onboarding Flow works best when Family Members are already understood, because those surrounding tools shape where the data, settings, or customer actions will land.

Onboarding Flow is documented as a practical module first. If the owner is evaluating AI help around the same area, the safer next step is to start in the System admin area and only add AI when there is a real task to run.