There are two forms to join Taoism: one is to become a formal Taoist, and the other is to become a Taoist layman.
There are two ways to become a formal Taoist, one is to become a full-fledged Taoist, and the other is to become an orthodox Taoist.
Both of them have to go through the formalities of learning from the teacher, but the former must go to the Taoist temple and become a monk, while the latter does not need to become a monk.
To become a Taoist layman, you only need to apply for a conversion certificate at the Taoist temple.
Zhengyi doesn't need to be a monk, but can get married and have children.
Other questions, after you learn from master, master will teach you. I'm not sure. sorry