Onboarding

!!update images This could be the basic onboarding.

Purchasing a Product

1. Navigate through a product listing such as the shop page
2. Choose a membership product. Membership product can be differentiated from a regular or single product by having a "Select Options" instead of "Add to Cart".

3. Customer can will be redirected to the product page to set up the Team Name and the number of members. They also have a choice of taking up a seat.
4. The product will now be added to Cart
5. Below shows how the cart differentiates when a seat is taken
6. And then the Check out page could be filled out by nessessary information
7. The customer will the receive an Order Confirmation
8. Owner will receive a New Order email.

9. The customer will the receive the following emails in any order
   • The customer will the receive an Account Creation Email where they could set up their password and access their account
   • The customer will the receive an Order Confirmation Email
10. Once the order has been completed, a customer can also receive an Order Completion Email
11. The customer should now have access to the Group Dashboard.

Team Invitation

Add Members via Registration Link

1. A Registration Link could be sent to users if Owners want to use that instead to invite them.
2. Once invite is successful then the number of seats will be minimized
3. The invitee will then recieve and email
4. Once they clicked the email link they will get redirected to the a page like below
5. Once accepted then the group will now show on your Group Dashboard

Add Members via single invitation

Team Owners can invite users through the Group Dashboard page

1. On a Team owner's Dashboard, click on the "Add Member"
2. For now we use the Teams for Woo Invite Members.
3. Once invite is successful then the number of seats will be minimized
4. The invitee will then recieve and email
5. Once they clicked the email link they will get redirected to the a page like below
6. Once accepted then the group will now show on your Group Dashboard

Add Members via Bulk Invitation using CSV

Owners and managers have the ability to send multiple invitations to members through CSV upload.

This action will prompt a modal where the Owner or Manager can:

1. Download the CSV template.
2. Complete the necessary fields, including email and role (where "manager" or "member" are the only accepted roles, in lowercase), while team_id is optional.
3. Save and upload the filled out file.

Furthermore, Owners and managers can choose to exclude users who are already members. Upon successful upload, invited members will receive an invitation to join the Team via email.