---
title: FinWellU User Registration Flow
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2026-01-19-nextlevel-website-call-115353206.md
tags:
- website
- finwellu
- wordpress
- user-registration
- nextlevel
- nlpwm
layer: 2
client_source: null
industry_context: null
transferable: true
---

# FinWellU User Registration Flow

## Overview

The FWDR/FinWellU website (hosted at `finwellu.com`) uses an **individual user login architecture** rather than a single shared company login. Each employee of a client company creates their own account, which is then tied to their employer's company page via the company domain URL entered at registration.

This approach was chosen over a generic company-wide login after WordPress troubleshooting revealed it to be the more reliable and feature-rich path — enabling personalized event tracking and auto-filled registration forms.

## Registration Flow

1. **User visits the registration page** and fills out:
   - Username (self-chosen)
   - First name, last name
   - Email address
   - Company website URL (used to associate the user with a company profile)
   - Password

2. **Confirmation email is sent** from the site's domain (finwellu.com) via WordPress SMTP. The email should:
   - Include the FWDR logo and branding (no "Next Level" references)
   - Include a brief "hype" message about Financial Wellness Done Right
   - Provide a clear call-to-action to log in and register for a workshop
   - Serve as a persistent reference email users can save

3. **User logs in** using their username or email address and password.

4. **User lands on their company-specific page**, which displays:
   - Filterable list of available events (by type)
   - Individual event detail pages with registration buttons

5. **User registers for an event.** Because the login is personal (not shared), registration forms are **auto-filled** with the user's stored information. A confirmation email is sent for the specific event, with dynamic content based on event type:
   - **Virtual events:** Join link included
   - **In-person events:** Location details (room, address, etc.) included

## Key Design Decisions

| Decision | Rationale |
|---|---|
| Individual logins over shared company login | Enables personalized event tracking and pre-filled registration forms |
| Company association via domain URL | Ties users to the correct company page without manual admin assignment |
| WordPress-based email delivery via SMTP | Reduces likelihood of emails landing in spam/junk; required for corporate firewall environments (e.g., LPL Financial) |
| Dynamic email content per event type | Supports both virtual (join links) and in-person (address/room) confirmation details |

## Email Considerations

Corporate email environments (particularly Microsoft/LPL setups) may route confirmation emails to spam, junk, or a quarantine folder. Robust SMTP configuration is required to maximize deliverability. This is a known risk flagged during the Jan 2026 call and should be validated before the Feb 2nd soft launch.

All confirmation emails — both site registration and event-specific — must be rebranded to remove any reference to "Next Level" and use the FWDR identity with Logo D.

## Company Pages

Each client company gets a dedicated page on the site. Pages are built out by Asymmetric based on a list of active companies provided by NLP Wealth Management (starting with the top 10 prioritized by scheduled events). Company pages are not part of the standard ongoing maintenance scope — adding new company pages is treated as a structural change requiring a separate engagement.

## In-Person Event Capacity

In-person events must include a **signup counter** to enforce room capacity limits and prevent overbooking. Once capacity is reached, the event can be offered as virtual-only for additional registrants.

## Related Articles

- [[clients/nlpwm/index]]
- [[knowledge/website/fwdr-reporting-and-salesforce-integration]]
- [[knowledge/website/fwdr-launch-plan]]