Skip to content

Onboarding flow draft

jack L edited this page Nov 26, 2017 · 16 revisions

3-step introduction

didn't draw all 3 steps, but this probably will just look like an outline of the intro animation like i mocked up before

login

google integrator should be convenient - facebook probably isn't trustworthy enough to include here

list picking what accounts i want to link

items have a little context / image, are indented when selected, bottom button allows users to continue to setup

searching for providers / offices / etc.

they have an A-Z list but we hope users will type and use the search matches. on scroll they get the option to go back to the list but i need to figure how that'll work/look with long lists (they shouldn't have to scroll all the way to the bottom) and potentially how we can use location services to make the list smarter while asking for permissions at the right time.

found provider / office / etc. : login and linking data

hopefully we can pull at least a logo image per provider in an automated way - it'll help users feel confident they've actually selected their provider / etc. from a sea of other businesses. while syncing a small animation plays using that logo image + PHIX, and when finished prompts you to continue with the X other accounts you want to setup (i need to add something that lets you decide not to do the rest, or to add more things in)

rinse and repeat

this is the same thing as step 4 but for the next integration (insurance, pharmacy, etc.) - the following steps are also the same; search, login, sync

finished

when finished linking their X accounts, users are taken to a screen that shows some basic data pulled from most recent checkup / tries to list their conditions. of course this could easily be inaccurate so they're given the option to edit these / add conditions. a "how did you get this info?" at the bottom should allow more suspicious users to feel better re: privacy concerns. (need to add the option to keep adding more integrations here too)