radius Client Group Onboarding and Event Workflow Setup (Onboarding)

radius Client Group Onboarding and Event Workflow Setup (Onboarding)

1. 01

   Create the Radius organisation account and add the client's first community group

   Enter group name, location, and category. Group creation and the initial email list import both fit in one session because setup complexity is low.

2. 02

   Confirm the plan tier against the client's member ceiling

   Free caps the group at 100 members and 2 organisers. Move to Pro at $15/month when the client needs unlimited members, group analytics, private groups, or 3+ organisers.

3. 03

   Import the client's existing member list and assign organiser roles

   Invite members by email list import, then set organiser permissions so the client's own staff can publish without agency credentials.

4. 04

   Publish the first event with title, date, time, and location

   Use event templates so recurring formats (workshops, meetups, clinics) stay consistent across the client's calendar.

5. 05

   Turn on RSVP limits, waiting lists, and automated reminder emails

   Waiting lists let the client fill cancellations without manual chasing, and scheduled reminders replace the follow-up emails the client was sending by hand.

6. 06

   Embed the event widget on the client's site and share the .ics calendar subscription

   Both surfaces pull from the same Radius group, so the client's website and their members' personal calendars stay in sync without duplicate entry.

7. 07

   Schedule the monthly data export and attendance report

   Export group data as a ZIP and pull the member CSV for the client's monthly attendance report. On Pro, use group analytics for the same review.

8. 08

   Hand the group to the client with a written runbook

   Document organiser roles, event template names, and the escalation path back to the agency retainer before the first event goes live.