How to preview the Onboarding experience from an attendee perspective {[75](https://cadence.slite.com/app/docs/76y0_PPy-GUx1z/How-to-preview-the-Onboarding-experience-from-an-atten
How to preview the Onboarding experience from an attendee perspective {[75](https://cadence.slite.com/app/docs/76y0_PPy-GUx1z/How-to-preview-the-Onboarding-experience-from-an-atten
How to preview the Onboarding experience from an attendee perspective
The Onboarding feature in Cadence allows you to configure what information attendees will be prompted to provide when they first access your event. Before finalizing your onboarding setup, it's helpful to preview the experience from an attendee's perspective to ensure it flows smoothly and collects the information you need.
When to use
When setting up a new event's onboarding flow
After making changes to onboarding fields or settings
Before sending event invitations to attendees
When testing custom fields in the onboarding process
You must have Admin or Event Manager permissions to access the preview functionality.
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Select "Onboarding" from the left sidebar menu.
Configure your desired onboarding settings across all tabs (Fields, Settings, Welcome, Terms & Conditions, Video).
Save your changes by clicking the "Save" button at the bottom of each section.
Return to the main event dashboard.
Click on "Event Setup" in the left sidebar.
Select "Onboarding" from the submenu.
Click the "Reset Onboarding" tab at the top of the page.
This tab allows you to reset the onboarding experience for specific users or test accounts.
Enter the email address of a test user account in the search field.
You can use your own account or create a test attendee account specifically for this purpose.
Click "Reset Onboarding" next to the selected user.
This will clear any previously completed onboarding data for this user.
Log out of the admin account.
Log in as the test user whose onboarding you reset.
Navigate to the event.
The onboarding flow will automatically start when the user accesses the event.
Complete the onboarding process as an attendee would.
Take notes on any issues or improvements needed.
Log back in to your admin account to make any necessary adjustments.
Troubleshooting
If the onboarding preview doesn't appear for the test user:
Verify that onboarding is enabled in the Settings tab
Confirm that the user's onboarding was properly reset
Check that all required fields are properly configured
Ensure the user has the appropriate permissions to access the event