New Accounts in Union
Creating a new account is essential to any process. Union wants to ensure this is a seamless experience for both customers and administrators.
This article will break down the different flows available for creating new accounts and which method with be the most efficient for different workflows.
New Account Types | Benefits | Ideal For & Examples |
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Create an account in add attendee or the register |
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The most common and everyday flow if you're looking to add a new customer. Use Cases: A new customer (i.e. walk-in) who is looking to register and/or make a purchase. Customer who has a Union account but is not associate with your org |
Create an account on behalf of |
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Adding a staff member or an account with a role higher than an attendee. Use Case: You are a new org on Union and you are needing to add your staff. |
Invite someone *Note: This does not create an account for them. |
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You need to send multiple invitations to a group of people. Use Case: A migration before sending unsent invites. |
Customer Self Sign-Up |
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Customers are visiting your website and want to book a class. |
Note: individuals only ever need one Union account. You can be an attendee, teacher, or even admin for many different organizations from the same account. No more confusion around usernames, passwords, and login screens.