Follow these steps once to get welcome messages working. Each step names the dashboard page or slash command it uses. The Welcome service has five pages in the dashboard: Overview, Settings, Quests, Role Menus and Setup.
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Turn the service on. Enable Welcome for your server in the dashboard. The bot ignores joins on servers where the service is off, whatever the settings say.
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Let the Setup page make the channels. Open the Setup page and press Run Setup. It creates #welcome (members can read it, only the bot posts) and #welcome-logs (hidden from members), posts a sample "👋 Welcome System Active" embed in #welcome, and on a first run switches on the rich embed, the welcome card, the first-message celebration and the server highlights. If the bot cannot create channels the page says "The bot is missing Manage Channels or Manage Roles. Grant them and run setup again." If the bot cannot post in #welcome the page says so and warns that greetings would fail the same way. Re-run Setup later only repairs the channels and leaves your feature settings alone.
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Or pick the channel yourself. On the Settings page, under Welcome Message, choose the Welcome Channel. When nothing is saved yet the dropdown pre-selects your server's system channel, but nothing is written until you save. From Discord, /welcome set channel #channel does the same. The bot must be able to see the channel and needs Send Messages and Embed Links there.
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Write the greeting. Type it in the Message box on the Settings page, or run /welcome set message. Placeholders: {user}, {user.mention}, {user.name}, {user.id}, {server}, {member_count} and {created_at}. The default is "Welcome to {server}, {user.mention}! You are member #{member_count}!". For variety use Rotating Messages: up to 25 greetings, each with text, an https picture link, or both, and set Rotation Order to Random or In order. While that list has entries the single Message box is not used.
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Choose the look. Rich Embed (on by default) gives the colour bar, the avatar thumbnail and the Member #N footer; pick the Embed Color next to it. Generate Welcome Card (on by default) attaches the image card; pick a Template, and for Custom Background paste the Background Image URL. Server Highlights adds the member count and boost level to the embed. Start Here Channels lists up to five channels as clickable links in the embed.
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Save. Press Save All Settings. If a channel or role could not be applied the page says "Saved, but these were not applied because this server does not have them: ..." and a role the bot must never hand out is reported as "Saved, except: ... Pick a role without those permissions."
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Check it. Run /welcome test in Discord (Manage Server needed, once every 20 seconds per server) to see the greeting as a member would. After the first real join the Overview page shows Joins Today and the recent join, leave and verified events. If the Overview says "Nobody is being welcomed", follow its Fix this link: either no channel is set and DMs are off, or the message is empty.
Optional add-ons
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Goodbye messages. Settings page, Goodbye Messages. Turn on Enable Goodbye (or run /welcome set goodbye true), pick a Goodbye Channel or leave it as the welcome channel, edit the Goodbye Message, and add Rotating Goodbyes if you like. The bot appends how long the member stayed.
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Welcome DM. Settings page, Welcome DMs. Turn on Enable DMs (or run /welcome set dm true) and edit the DM Message. It works without a welcome channel. Members who block DMs from server members do not get it.
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Auto roles. Settings page, Auto-Role. Turn on Enable Auto-Role and add roles from the Auto-Assign Role list, or run /welcome set autorole @role, which also turns it on. Set a Delay in seconds (at most 600) if you want a short wait; Role Persist gives returning members their old roles back. The bot's own role must sit above every role it hands out, and roles with Administrator, Manage Roles, Manage Server, Manage Channels, Ban Members, Kick Members, Manage Webhooks or Mention Everyone are refused.
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Verification. Settings page, Verification Gate. Turn on Enable verification, pick the Verify Channel and the Verified Role, write the Verify Message and optional Rules Text, choose How Members Verify (Button, Captcha or Web page) and Who Has To Verify (everyone, or only suspicious accounts, meaning younger than the Suspicious Below days or without an avatar). Optional: an Unverified Role held until they verify, Kick After in minutes with a DM Reminder, what happens When The Deadline Passes (Kick, Ban, Hold with a Hold Role, or Nothing) and a Captcha Refresh. Save, then press Post / Update message to publish the Verification panel with its Verify button. Lock your channels behind the Verified Role. Auto roles, remembered roles and the buddy pairing wait until the member verifies; the greeting itself still posts at join.
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Quests. Quests page. Press Enable Quests, pick a Quest channel or keep the welcome channel, then add tasks (Use Defaults adds Send a Message, Join Voice, Add a Reaction and Say Hello; a quest holds at most 15 tasks). Each task has a trigger: Auto: Send a Message, Auto: Join Voice Channel, Auto: Add a Reaction, Auto: Post Introduction, or Manual: Admin Marks Complete. Add rewards (Grant Role, Send Message or Award XP) that fire on one task or on Quest complete. New members get the quest list when they join, check progress with /quests list, and staff complete manual tasks with /quests admin-complete.
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More. Logging (Log Channel) for one line per join and leave; Engagement for the First Message Celebration with its 🎉 reaction, welcome-channel shout-out and role; Milestones with your own list of member counts; Buddy System with a Buddy Pool Role and a Buddy Message; and the Role Menus page for self-assign role buttons and menus.