Member Migration Onboarding Flow

When migrated members log in for the first time, they are guided through a mandatory onboarding wizard to complete their account setup. This ensures every migrated member has a valid password, signed contracts, and an active payment method before accessing the member app.

How It Works

Welcome email — The member receives a branded email with a magic link to set their password.
First login — After setting their password and logging in, the member is automatically redirected to the onboarding wizard at /member/onboarding.
Blocking wizard — The wizard cannot be skipped. Members cannot access the rest of the member app until they complete all required steps.
Activation steps — The member is taken through the standard activation flow: signing contracts, signing waivers, and setting up their payment method via Stripe.
Completion — Once all steps are done, the member is redirected to their home dashboard. Their migration_onboarding_completed_at timestamp is set, and an activity log entry is created.

What Gets Logged

Welcome email sent — Per-member activity log entry when the email is dispatched.
Onboarding completed — Per-member activity log entry when the wizard is finished.

Payment Continuity

During import, Bliply matches each member's payment plan name and billing frequency to an existing membership payment option. This ensures the new Stripe subscription is created with the correct amount and billing cycle, anchored to the member's original recurring billing date.

Troubleshooting

Member can't log in — Verify they received the welcome email. You can re-send it from Settings → Migration.
Member is stuck on onboarding — Check if the membership has an associated payment option. Members without a payment option can skip to completion.
Onboarding not triggering — The member must have a migrated_at timestamp and no migration_onboarding_completed_at timestamp. Verify in People → Member Profile.