For the first week of a new customer or a new joiner
The first week decides whether a new customer ever comes back. A welcome session with a readable agenda, a cap that matches your team, and a fresh page for every cohort.
Onboarding is the rare case where an invitation genuinely carries weight, because the person reading it has not decided anything yet. They signed up last week, they have a half-open tab, and they are forming a view about whether this is a product with people behind it. A welcome session answers that better than another email in a sequence.
What you need is a page, not a link pasted into a welcome mail. The page states the session, shows who is running it, collects the name and email of everyone coming, and holds the place. Each registrant then gets a private access link of their own, so the session is a room rather than a broadcast.
Three or four segments with durations: what the product does on day one, the two settings worth touching, who to ask when stuck, and time at the end. Chapters make an hour feel finite, which is the promise onboarding needs.
A speaker section with a name, title, photo and a line of biography. For a new customer, meeting a human being is a large part of why they register at all.
The zone appears as a label beside the start time, chosen by you. New users do not always share your working day, so state which one you mean.
Set the places to what you can actually handle that evening, and the page will show how many are left and say when it is full.
Beyond a name and email, custom fields are yours to write. Onboarding is where they earn their place, because you are meeting these people cold.
A new question from every team: can one page run for all intakes? It cannot, and the limitation turns out to be useful. A webinar page is a registration page for one session, with no series or repeating date behind the link, so each cohort gets its own page. That keeps each welcome session's list clean instead of a single pile of names you cannot map to a group.
The repetition is not heavy. The second page needs the agenda again, which you have already written, and the speaker section, which rarely changes. What is genuinely new each time is the date, and the fact that last cohort's registrant list is exactly the audience for the next one if you ever want to invite a previous group back.
Between the sign-up and the follow-up there is very little for you to do. Confirmation emails go out with the attendee's own access link, an .ics calendar file and a Google Calendar link attached — that is the whole calendar side of it, and no calendar sync happens on your side. Then reminders arrive at twenty-four hours, one hour and fifteen minutes before the start, unless you switch them off.
Afterwards, the list on your dashboard shows who registered and who you marked as attended, and it exports as CSV or PDF for whoever runs the customer programme. A broadcast to a chosen segment is where the getting-started guide or the next session's page goes. Nobody here gets chased by WhatsApp on your behalf, and no replay is hosted for you — those are links you send, to names you can read.
How it works
One sentence on what they will be able to do by the end of the hour, then three short chapters. Put that text in the description and the agenda, where it genuinely appears on the page.
Send the date, the time with its zone, the running order and the speaker line. The draft returns a registration page you can edit before anyone sees it.
Match the places to the size of the room you can serve, and ask the question that tells you who is coming. Publish and paste the link into the welcome mail you already send.
Mark attendance, export the cohort as a file, and start the next page from the same agenda with a new date. The previous registrants are the obvious first invite.
Questions
Not as a repeating series, no. Each page is tied to one live session, so a new cohort needs its own page. The agenda and speaker sections carry over, and the new part is really just the date you put in front of them.
They register with a name and an email on the page and receive their own access link in the confirmation. There is nothing to install and no additional account to create before the session, which matters for an audience still finding their feet.
Better not, and you do not have to. The meeting address stays off the public page while each registrant gets a private link, so pasting one shared address to your whole intake is the one step the design is built to avoid.
The page reports that it is full, and if you turned on a waitlist people join it and are told an email will come if a spot opens. The cap is set by you, so the room stays the size you planned for.
Yes, within a set shape. Emails go out at twenty-four hours, an hour and fifteen minutes before the start to everyone registered, and you can switch them off. They arrive by email rather than through any messaging app.
Get Started
Build the welcome page once, keep the agenda short and the cap honest, then repeat it for the next intake with a new date and last cohort's names as your first audience.
