Onboarding Guide for Membership Program

  • Updated

Welcome to Hone!

Our Onboarding Guide will walk you through the steps on how to launch your own membership program. Please don’t hesitate to email support@honehq.com if you need assistance.

Click here to download the Hone Launch Checklist. 

Step 1: Set up your Hone Admin account and platform

This step must be completed before moving on to the next step.

1. Complete the New Customer Form.

  • Submit this form to gain admin platform access. This gives us the basic information to include in your profile.

2. Safelist our domain using these instructions.

  • Completing this will ensure our emails don’t go into your employee’s Spam folder.

Optional, but highly recommended.

1. Set up Single-Sign-On (SSO) using these instructions.

  • This will bypass Hone's authentication process and direct learners to log in with your organization's SSO account.  

2. Upload learners' demographics using these instructions

  • This manual upload will create a profile with the employee's data, such as name, email address, and department. This does not activate Membership or invite them to the program. 

3. An alternative to uploading learners is to set up your HRIS with the Hone platform using these instructions.

  • This will help you tremendously with reporting. It ensures accurate employee data, such as name, email address, and department.

 

Step 2: Create Your Program

Create a Membership Program, then the next thing to do is go to Step 3!

 

Step 3: Launch!

1. If you are starting with a Membership Program for specific learners, invite learners using these instructions.

2. If you are granting Membership access to a broad audience (with or without Membership Programs), follow these instructions.

 

Helpful Onboarding Resources

As a new customer, we’ve highlighted specific Help Center articles you should check out during your onboarding.

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