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Member Onboarding

Welcome to the CAFH Platform! This guide will walk you through the complete onboarding process from first login to becoming an active member.

First Login

When you first access the platform, you’ll need to authenticate using your credentials:
1

Access the Login Page

Navigate to the login page at /login. You’ll be presented with a clean authentication interface.
2

Enter Your Credentials

Use the credentials provided by your organization:
  • Email: Your registered email address
  • Password: Your secure password
3

Role Assignment

Upon successful login, the system automatically assigns your role:
  • MEMBER: Standard member access
  • ADMIN/EDITOR: Staff access (if applicable)
  • SUPER_ADMIN: Administrative access
For demo purposes, you can use:

Profile Journey Wizard

After your first login, you may be guided through the Profile Journey Wizard to personalize your experience.

What is the Journey Wizard?

The Journey Wizard is an interactive questionnaire that helps the platform understand your interests and spiritual journey stage. Based on your responses, the system will:
  • Generate personalized content recommendations
  • Assign relevant tags to your profile
  • Suggest appropriate resources and activities
  • Connect you with like-minded community members

Wizard Flow

1

Answer Profile Questions

The wizard presents a series of questions about your interests, experience level, and spiritual goals. Each question has multiple-choice options.
2

Profile Type Assignment

Based on your answers, the system assigns you a Profile Type (e.g., “Seeker”, “Practitioner”, “Guide”). Each profile type has:
  • A unique name and emoji
  • Curated content tags
  • Recommended kit items (PDFs, audios, videos)
  • Associated CRM tags for communication
3

Welcome Splash Screen

After completion, you’ll see a customized welcome message with your profile type and next steps.
You can always update your interests later from your profile settings. The recommendation engine adapts as you interact with content.

Understanding Your Profile Data

The platform stores the following information about your profile:
  • User ID: Unique identifier
  • Name & Email: Basic contact information
  • Role: Access level (MEMBER, ADMIN, etc.)
  • Interests: Array of tags based on wizard responses (e.g., “Meditación”, “Bienestar”)
  • Joined Date: Member since date
  • Profile Type: Assigned archetype from the wizard
  • Cover Image: Customizable dashboard background
  • Location: Optional city and phone information

Account Persistence

Your session is maintained in browser storage for seamless access. The platform uses a local memory system that persists:
  • User preferences
  • Session state
  • Activity history
  • Content interactions
If you clear your browser data, you’ll need to log in again. Your profile data is preserved on the server.

Next Steps

Once onboarding is complete, you can:
  1. Explore Your Dashboard - See personalized content and upcoming events
  2. Complete Your Profile - Add additional details like phone and city
  3. Browse the Content Library - Access articles, videos, and resources
  4. Join Virtual Meetings - Participate in Zoom sessions with the community
  5. Customize Your Experience - Update preferences and cover images

Ready to Explore?

Continue to learn about your member dashboard and available features.

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