> ## Documentation Index > Fetch the complete documentation index at: https://memberpulseptyltd.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # User Journeys > Client Portal end-to-end workflows - comprehensive documentation for staff operations User Journeys are **end-to-end workflows** documenting the complete path from staff goal to system outcome. Each journey includes detailed steps, acceptance criteria, error handling, and entity relationships. ## Journey Index ### Member Management | ID | Journey | Description | | -------- | ----------------------------------------------- | ---------------------------------- | | UJ-C-002 | [Create Member](/client/journeys/create-member) | Add new member account to system | | UJ-C-003 | Edit Member | Modify existing member profile | | UJ-C-004 | Import Members | Bulk import from CSV | | UJ-C-005 | Bulk Update Members | Mass update member fields | | UJ-C-006 | Export Members | Export member data | | UJ-C-007 | Assign to Group Plan | Add member to corporate membership | ### Membership Plans | ID | Journey | Description | | -------- | ---------------------- | ----------------------------- | | UJ-C-008 | Create Membership Plan | Define new membership plan | | UJ-C-009 | Configure Pricing | Set up pricing tiers | | UJ-C-010 | Revenue Reporting | View revenue analytics | | UJ-C-011 | Invoicing Automation | Configure automatic invoicing | ### Events | ID | Journey | Description | | -------- | --------------------------------------------- | -------------------------------- | | UJ-C-012 | [Create Event](/client/journeys/create-event) | Create and configure new event | | UJ-C-013 | Configure Tickets | Set up ticket types and pricing | | UJ-C-014 | Assign Sponsors | Add sponsors to event | | UJ-C-015 | Track Attendance | Monitor check-ins and attendance | | UJ-C-016 | Event Reporting | Generate event analytics | | UJ-C-017 | Clone Event | Duplicate existing event | ### Courses & LMS | ID | Journey | Description | | -------- | ------------------------ | ------------------------------- | | UJ-C-018 | Create Course | Build new learning course | | UJ-C-019 | Configure Certifications | Set up course certificates | | UJ-C-020 | AI Quiz Generation | Generate quiz questions with AI | | UJ-C-021 | Manage Enrollments | Administer course enrollments | ### CPD | ID | Journey | Description | | -------- | ------------------------ | ------------------------- | | UJ-C-022 | Configure CPD Categories | Set up CPD requirements | | UJ-C-023 | Approve CPD Records | Review member submissions | | UJ-C-024 | Compliance Reports | Generate CPD reports | ### Resources | ID | Journey | Description | | -------- | ------------------ | ------------------------- | | UJ-C-025 | Upload Resource | Add resource to library | | UJ-C-026 | Manage Approvals | Review pending resources | | UJ-C-027 | Resource Analytics | View resource performance | ### Directory & Sponsorships | ID | Journey | Description | | -------- | ----------------------- | --------------------------- | | UJ-C-028 | Manage Directory | Administer company listings | | UJ-C-029 | Approve Profiles | Review company profiles | | UJ-C-030 | Route Leads | Configure lead distribution | | UJ-C-031 | Create Sponsorship Tier | Define sponsor levels | | UJ-C-032 | Assign Sponsorships | Assign sponsors to tiers | | UJ-C-033 | Configure Widgets | Set up sponsor widgets | ### Job Board | ID | Journey | Description | | -------- | ----------------- | ----------------------- | | UJ-C-034 | Manage Job Board | Administer job postings | | UJ-C-035 | Job Board Reports | View job analytics | ### Support | ID | Journey | Description | | -------- | ------------------ | ------------------------ | | UJ-C-036 | Manage Help Center | Administer help articles | | UJ-C-037 | Handle Tickets | Process support tickets | | UJ-C-038 | Support Metrics | View support analytics | ### Integrations | ID | Journey | Description | | -------- | ------------------- | ------------------------------ | | UJ-C-039 | Configure Stripe | Set up payment processing | | UJ-C-040 | Configure Xero | Connect accounting integration | | UJ-C-041 | Configure CRM | Connect Salesforce/HubSpot | | UJ-C-042 | Configure WordPress | Set up WordPress plugin | | UJ-C-043 | Monitor Sync Status | View integration health | ### Communications | ID | Journey | Description | | -------- | ----------------------- | ------------------------ | | UJ-C-044 | Configure Notifications | Set up email templates | | UJ-C-045 | Generate AI Content | Create community content | | UJ-C-046 | Engagement Dashboard | View engagement metrics | ### Data | ID | Journey | Description | | -------- | ----------- | ---------------- | | UJ-C-047 | Export Data | Bulk data export | *** ## Detailed Journeys Complete workflow for adding new members with all configuration options Full event creation with tickets, speakers, CPD, and publishing ## Journey Structure Each detailed journey page includes: * **Overview**: Actor, goal, trigger, outcome, related specs * **Preconditions**: What must be true before journey starts * **Flow Diagram**: Mermaid flowchart of the journey * **Detailed Steps**: Step-by-step with UI examples * **Error Scenarios**: How errors are handled * **Related Entities**: Data model cross-references * **Acceptance Criteria**: Frontend, Backend, Permissions, Business Rules *More detailed journey pages will be added progressively.*