Member Setup Form
Profile and Access Setup
This intake helps the SOSI team connect your account to the right resources and service pathway.
Use this onboarding page to align your access with the right membership pathway, service format, and support cadence.
This intake helps the SOSI team connect your account to the right resources and service pathway.
A cleaner setup makes the member portal more useful from day one and reduces manual follow-up later.
Members see only the resources, files, and checkpoints appropriate to their pathway.
Support and scheduling questions can be handled with more context once the account is configured correctly.
Programs, notes, and membership milestones stay tied to one account instead of scattered email threads.