Follow these steps once to get welcome messages working. Each step names the dashboard page or slash command it uses. The Welcome service has its own pages in the dashboard, in five groups: Overview; Verification, Rules and Roles; Messages and Card Studio; Role menus, Engagement and Quests; Logs & cleanup and Setup. Each page saves only its own settings.
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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 Messages page, under Where it goes on the Welcome tab, choose the Welcome channel. When nothing is saved yet the page 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 Messages page, or run /welcome set message. Tags: {user}, {user.mention}, {user.name}, {user.id}, {server}, {member_count} and {created_at}; All tags and conditions under each message lists the rest, and conditions such as {if user.returning}...{else}...{end} work too. The default is "Welcome to {server}, {user.mention}! You are member #{member_count}!". For variety open Rotating messages: up to 25 greetings, each with text, an https picture link or both, and set Order to Random or "In order, one after another". While that list has entries the single Message box is not used.
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Choose the look. Send as Embed (the default) gives the colour bar, the avatar thumbnail and the Member #N footer; How it looks sets the Colour, a title, an author line, pictures, fields and the footer, and Link buttons adds up to three buttons. The previews beside each message show it as the bot will send it. The image card is designed in the Card Studio: Send a welcome card (on by default) attaches it, and you start from one of 12 templates, pick a background (the library, a colour or gradient, your own upload or a link) and change the text, the avatar and the other layers. An animated GIF or WebP background makes an animated card. Server highlights (the member count and boost level) and up to five Start-here channels are on the Messages page, under Extras on the Welcome tab; they show while the greeting is sent as an embed.
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Save. Each page has a Save changes button, in the bar that appears once you change something, and it saves only that page. 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 these roles, which cannot be handed out automatically: ...".
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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 the week's joins. Recent activity on the Logs & cleanup page shows the recent join, leave and verified events. If the Messages page says "Nobody is being welcomed" or Needs your attention on the Overview lists the same problem, follow the hint on the page or press Fix in Messages: either no channel is set and DMs are off, or the message is empty.
Optional add-ons
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Goodbye messages. Messages page, Goodbye tab. Turn on Send a goodbye (or run /welcome set goodbye true), pick a Goodbye channel or leave it as the welcome channel, edit the Message and add Rotating messages if you like. The bot appends how long the member stayed unless the text already uses {user.member_for}. Send as can make it an embed, and Goodbye card sends the goodbye card from the Card Studio with it.
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Welcome DM. Messages page, DM tab. Turn on Send a welcome DM (or run /welcome set dm true) and edit the Message. It works without a welcome channel. Send as can make it an embed with link buttons, and Include the welcome card attaches the card. Members who block DMs from server members do not get it.
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Auto roles. Roles page, Roles on join. Turn on Give roles on join and press Add a role for each role, or run /welcome set autorole @role, which also turns it on. Each role has Give it after (0 is at join; 30 days, 90 days or 1 year make a role for time in the server) and Take it away after (0 keeps it, a week suits a newcomer role), up to 365 days each. Under Members already here, count the members who joined before you set this up and start it to give them the roles by their own join dates. Bots that join gives bots roles of their own and a line in the log channel. Under Sticky roles, Restore roles when a member rejoins gives returning members their old roles back, except a role that is taken away after a while. 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. The same page sets the roles members can give themselves with /roles.
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Verification. Verification page. Switch on Turn on verification, pick the Verification channel and the Verified role, write the Message, choose How members verify (Button, Captcha or Web page) and, under Who has to verify, Applies to (everyone, or only suspicious accounts, meaning younger than the Suspicious below days or without an avatar). Optional: a Button label in place of Verify, an Unverified role held until they verify, a Deadline after joining in minutes with a Reminder DM, what happens At the deadline (Kick, Ban, Nothing or Hold with a Hold role), a new captcha image every so many seconds and DM the verification steps on join. Write your rules on the Rules page. Save, then press Post the 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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Rules. Rules page, Your rules. Give them a Title, write up to 25 rules with Add a rule and save. Members read them with /rules, Post the rules puts them in a Rules channel and updates that copy the next time, DM the rules to new members sends them on join and Show the rules when members verify puts them under the verification message.
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Quests. Quests page. Press Turn quests on, pick the Quest channel or keep Use the welcome channel, then add tasks (Use the four defaults adds Send a Message, Join Voice, Add a Reaction and Say Hello; a quest holds at most 15 tasks). Under How it gets done each task picks 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 and check progress with /quests list, while staff complete manual tasks with /quests admin-complete.
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More. The Logs & cleanup page for one line per join and leave in a Log channel and the join counter; Delete it later, under Extras on the Messages page, for deleting greetings after a while; the Engagement page for the First-message celebration with its 🎉 reaction, welcome-channel shout-out and role, Member milestones with your own list of member counts and the Buddy system with a Buddy role and an Introduction; and the Role menus page for self-assign role buttons, dropdowns and reaction menus.