Work / Chitragupt / Wiki / Decisions
2026-05-31-onboarding-three-steps
Decisioncanonicalverified 2026-06-26
DECISION.2026-05-31.ONBOARDING-THREE-STEPSOnboarding is three steps: Consent → You → Plan
Decision
Canonical post-verification onboarding shape is Sign up → Verify → Onboard, where Onboard is three steps: (1) Consent, (2) Personal information (identity fields + Just-me / Family workspace pick), (3) Select plan and pay. Household name is optional.
Why
Old flow had a separate DPDP screen plus three onboarding steps that split identity capture (PAN/DOB/residential) from workspace choice. Drop-off was high at the surprise DPDP gate.
Impact
- Canonical shape is Sign up → Verify → Onboard: Step 1 Consent, Step 2 Personal information (merges identity fields with Just-me / Family workspace pick), Step 3 Select plan and pay.
- Household name is optional for the Family workspace; the
createFamilycallable defaults the label to<display_name>'s household. - Wireframes + website code updated; mobile code defers to Phase 8.
- Affects onboarding-consent, tier-free, tier-self, tier-ai-self, tier-pro-family, copy-strings.
Status
Active.
Sources
- .context/wiki/decisions/* § "2026-05-31 — Onboarding is three steps: Consent → You → Plan"
Every project of mine is written down like this.
Read the résumé