Welcome portal, Navigator pairings, leadership dossiers, checkpoint cadence.
Most synagogues do new-member onboarding informally — phone calls, name-tags, an intro email. It's brittle, easy to drop, and falls apart when the engagement director leaves. MyBimah Onboarding is the structured workspace for the relationship between joining and feeling at home: a polished welcome portal for the new member, a control room for the engagement director, a printable dossier for clergy and leadership, and a pairing model that gives every new family a Navigator from inside the community.
Onboarding shares its data spine with Community CRM and its ticket-style threading with Pulse — same backbone, different workflow. Lining up launch-partner synagogues for the cohort. Request access if you'd like a seat.
Each role in the onboarding loop gets a workspace tuned to their job — but every workspace reads from the same journey, so nothing falls between the seams.
A landing page personalized for the household: welcome message, photo of their assigned Navigator, upcoming services and events to attend, a friendly checklist of first steps (sign up for holiday tickets, RSVP to the new-member shabbat, meet with clergy, join an interest group), and a one-tap way to ask a question that lands directly with their Navigator and the engagement director.
An admin inbox listing every household in the program with stage, time-since-last-touch, Navigator pairing status, and checkpoint coverage. Bulk publish a monthly new-member announcement to the bulletin or email blast. Compile a leadership dossier with one click. Promote a household to "settled," route a concern to the rabbi, or open a Pulse ticket when something needs staff follow-up.
A printable, emailable briefing of every new household this month — names, photos, where they came from, their interests, their kids' ages, who their Navigator is, what they care about, and concrete recommendations for who to introduce them to. Generated automatically and reviewed by the engagement director before it goes out. The clergy member arrives at kiddush already knowing the family they're about to meet.
A simple dashboard listing the household (or households) the Navigator is supporting, the next checkpoint due, and a low-friction way to log the touch — a kiddush conversation, a phone call, an invitation to dinner. Suggested talking points for each checkpoint so first-time Navigators don't feel adrift. Optional family pairings, so a synagogue can pair a household-with-kids with another family rather than a single individual.
Every journey runs through configurable checkpoints — typically 30-day, 90-day, 6-month, and 12-month touchpoints, plus an annual review at the one-year mark and a clean "graduated" state when the household is settled. Each checkpoint surfaces a checklist for both the household and the Navigator: things to attend, people to meet, conversations to have. Missed checkpoints surface as nudges in the engagement director's inbox so nothing quietly ages off.
Tenants configure their own checklist catalog — every synagogue's onboarding rhythm is different, and the platform ships sensible defaults but never forces them.
The run-of-service editor — every prayer, honor, page reference in one place.
Plan aliyot weeks ahead, share with families, never lose track again.
The bimah projector — siddur pages, transliteration, English, RTL Hebrew, all driven by your service order.
Congregant help-desk + public Project Board. Capture every question, ship a transparent backlog.
Shivas, B'nei Mitzvah, weddings, off-site services — coordinated end-to-end.
A first-class touch-screen memorial wall. Every plaque, every yahrzeit, every photo.
Events, internal initiatives, capital campaigns, and community programs — phases, tasks, and threads in one workspace.
Asset registry, vendor catalog, work orders, preventive maintenance, building access. Pulse-connected.
Pastoral care, development, family graph. The relationship layer your books don't have.
We're onboarding new launch-partner synagogues selectively while we mature the platform with our beta partner. Send a note and we'll set up a conversation.