The Onboarding menu in Cadence allows you to configure what information attendees will be prompted to provide when they first access your event. From this central location, you can enable event-level custom fields, set up terms and conditions, and determine which specific profile information attendees must complete before accessing your event content.
When to use
When setting up a new event and configuring the attendee onboarding experience
When you want to collect specific information from attendees as they join your event
When you need to customize which profile fields are required during onboarding
When enabling event-specific custom fields for attendee profiles
Before you start
You must have System Administrator or Event Manager permissions to modify onboarding settings.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Click on "Event Setup" in the left sidebar menu.
Select "Menu" from the submenu that appears.
Click the blue "+" button to add a new menu item.
If Onboarding is already enabled, you can skip steps 5-7 and simply find "Onboarding" in the left sidebar.
Choose "Onboarding" from the dropdown list of available menu items.
Click "Save" to enable the Onboarding menu for your event.
Return to the main event dashboard.
Locate "Onboarding" in the left sidebar navigation.
Click on "Onboarding" to access the main onboarding interface.
Select the "Settings" tab at the top of the page.
Other tabs in the Onboarding section include Fields, Welcome, Terms & Conditions, and Video.
Configure your desired settings:
Enable/disable Terms and Conditions
Allow attendees to set their visibility to private
Enable Topics for recommended connections
Click "Save" to apply your changes.
Troubleshooting
If the Onboarding menu is not visible, verify that:
You are logged in with Admin or Event Manager permissions
The event is properly set up and active
Your account has access to the specific event you're trying to manage