Pre-onboarding

Organization decision form

Before we configure anything, we want to understand your space. Five minutes here means a setup that actually fits how you operate.

You can submit this without signing in. For the smoothest follow-up, sign in first so your decisions stay tied to your organization and are easier to resume across sessions/devices.

Before we configure anything, we want to understand your space. Five minutes here means a setup that actually fits how you operate.

This form follows the same decision structure as our org decisions guide.Open org decisions reference.

Draft auto-saves on this device. Close and come back anytime with the same browser/device.

1. Brand and footprint

Organization name *Launch timeline

How many facilities?Will payment and entry model vary by facility?

2. Who runs the system (staff and roles)

Primary contact name *Contact email *

Role / titlePhone

3-6. Payments, products, promotions, approvals

Collection mode (before key is active)Billing shape

Default path (Approvals vs trusted)Promo codes / special rates

7-8. Digital card and physical access at the door

Entry channels / door model in scope

Phone wallet passesQR codesNFC tags / keyfobs / wristbandsStaff-only gate (browser-based admit)

Entry channels notesPhysical access at the door

This tells us whether your team plans staffed admits, unattended entry hardware, or both.

Operating model notes

7. Digital membership card (phone wallet)

Phone wallet passes in scope?

Some locations run NFC tags/keyfobs only. Tell us your intended rollout.

If phone passes are not in scope right now, we will plan for NFC tags/keyfobs and can add phone passes later.

9-10. Email notifications, plan, and notes

Who reviews the queue / stakeholdersAdditional notes