Arketa

This checklist outlines all the steps needed to set you up for success! We also recommend you bring this checklist and follow along at an <a href="https://www.arketa.co/webinars/onboarding" rel="nofollow noopener noreferrer" target="_blank">onboarding call!</a>

Are you more of a visual person? View our video tutorials <a href="https://help.sutrapro.com/en/articles/5565724-getting-started-onboarding-video-tutorials">here</a>.

<a href="https://help.sutrapro.com/en/articles/4628405-payments-payouts">Connect Stripe account</a>

<a href="https://help.sutrapro.com/en/articles/4655235-zoom-integration">Connect Zoom account</a>

<a href="https://help.sutrapro.com/en/articles/5565747-business-settings">Customize Business Settings</a>

- Add your page name
- Set up your profile picture
- Set add your scheduling URL
- Brand logo
- Email Timezone settings
- Add standard confirmation email
- Set standard cancellation policy
- Add liability waiver
- <a href="https://help.sutrapro.com/en/articles/5072330-customizing-colors-fonts">Customize colors and fonts</a>

<a href="https://help.sutrapro.com/en/articles/5565804-create-a-service-template">Create class and offering templates</a>

<a href="https://help.sutrapro.com/en/articles/5565805-add-a-group-class">Add Group Class</a>

<a href="https://help.sutrapro.com/en/articles/4628432-how-do-i-build-my-video-library">Build a Video library</a>

- Create Categories
- Upload Videos
- Add Filters
- Set Pricing: One-time Purchases, Rentals, Package, Subscriptions

<a href="https://help.sutrapro.com/en/articles/5122950-privates-101">Offer Private Sessions</a>

<a href="https://help.sutrapro.com/en/articles/5211720-how-to-build-a-community">Build a Community</a> (course, program, retreat etc.)

1. Course
2. Program
3. Retreat
4. Membership Club
5. <a href="https://help.sutrapro.com/en/articles/5149901-e-books-digital-products">E-book</a>

Set Pricing Options for Packages + Memberships

1. <a href="https://help.sutrapro.com/en/articles/4656095-how-do-i-add-a-class-package">Add a class package</a>
2. <a href="https://help.sutrapro.com/en/articles/5449825-subscription-settings-payment-plans-contracts">Add a subscription or membership</a>

- <a href="https://help.sutrapro.com/en/articles/4877186-intro-offers">Build an intro offer</a>
- <a href="https://help.sutrapro.com/en/articles/4630864-friends-family-1-discount">Set a friends + family package</a>
- <a href="https://help.sutrapro.com/en/articles/4663915-promo-codes-how-to">Build promo codes</a>
- <a href="https://help.sutrapro.com/en/articles/5164316-build-a-referral-program">Create a referral program</a>
- <a href="https://help.sutrapro.com/en/articles/4675035-gift-cards">Gift Cards</a>

- Share page on Instagram, social media
- Integrate inside of your website
 - <a href="https://help.sutrapro.com/en/articles/4212657-how-do-i-embed-my-widget-inside-of-my-website">Squarespace</a>
 - <a href="https://support.wix.com/en/article/wix-editor-embedding-a-site-or-a-widget" rel="nofollow noopener noreferrer" target="_blank">Wix</a>
 - Wordpress (live chat us for instructions here!)
 - <a href="https://university.webflow.com/lesson/custom-code-embed" rel="nofollow noopener noreferrer" target="_blank">Webflow</a>
 - <a href="https://www.weebly.com/app/help/us/en/topics/create-widgets-embed-code-and-add-external-content" rel="nofollow noopener noreferrer" target="_blank">Weebly</a>
 - Other

Optional: <a href="https://help.sutrapro.com/en/articles/4877190-transferring-students-over-to-sutra">Transfer over existing clients</a> and <a href="https://help.sutrapro.com/en/articles/4877189-what-to-email-your-students-when-you-launch">tell your students</a>

Optional: <a href="https://help.sutrapro.com/en/articles/5565816-best-practices-in-stripe">Set up Stripe best practices</a>

1. <a href="https://help.sutrapro.com/en/articles/4628405-payments-payouts">Connect Stripe account</a>
2. <a href="https://help.sutrapro.com/en/articles/4655235-zoom-integration">Connect Zoom account</a>
3. <a href="https://help.sutrapro.com/en/articles/5565747-business-settings">Customize Business Settings</a>
 - Add your page name
 - Set up your profile picture
 - Set add your scheduling URL
 - Brand logo
 - Email Timezone settings
 - Add standard confirmation email
 - Set standard cancellation policy
 - Add liability waiver
 - <a href="https://help.sutrapro.com/en/articles/5072330-customizing-colors-fonts">Customize colors and fonts</a>
4. <a href="https://help.sutrapro.com/en/articles/5565804-create-a-service-template">Create class and offering templates</a>
5. <a href="https://help.sutrapro.com/en/articles/5565805-add-a-group-class">Add Group Class</a>
6. <a href="https://help.sutrapro.com/en/articles/4628432-how-do-i-build-my-video-library">Build a Video library</a>
 - Create Categories
 - Upload Videos
 - Add Filters
 - Set Pricing: One-time Purchases, Rentals, Package, Subscriptions
7. <a href="https://help.sutrapro.com/en/articles/5122950-privates-101">Offer Private Sessions</a>
8. <a href="https://help.sutrapro.com/en/articles/5211720-how-to-build-a-community">Build a Community</a> (course, program, retreat etc.)
 1. Course
 2. Program
 3. Retreat
 4. Membership Club
 5. <a href="https://help.sutrapro.com/en/articles/5149901-e-books-digital-products">E-book</a>
9. Set Pricing Options for Packages + Memberships
 1. <a href="https://help.sutrapro.com/en/articles/4656095-how-do-i-add-a-class-package">Add a class package</a>
 2. <a href="https://help.sutrapro.com/en/articles/5449825-subscription-settings-payment-plans-contracts">Add a subscription or membership</a>
10. Marketing
 - <a href="https://help.sutrapro.com/en/articles/4877186-intro-offers">Build an intro offer</a>
 - <a href="https://help.sutrapro.com/en/articles/4630864-friends-family-1-discount">Set a friends + family package</a>
 - <a href="https://help.sutrapro.com/en/articles/4663915-promo-codes-how-to">Build promo codes</a>
 - <a href="https://help.sutrapro.com/en/articles/5164316-build-a-referral-program">Create a referral program</a>
 - <a href="https://help.sutrapro.com/en/articles/4675035-gift-cards">Gift Cards</a>
11. Launch
 - Share page on Instagram, social media
 - Integrate inside of your website
 - <a href="https://help.sutrapro.com/en/articles/4212657-how-do-i-embed-my-widget-inside-of-my-website">Squarespace</a>
 - <a href="https://support.wix.com/en/article/wix-editor-embedding-a-site-or-a-widget" rel="nofollow noopener noreferrer" target="_blank">Wix</a>
 - Wordpress (live chat us for instructions here!)
 - <a href="https://university.webflow.com/lesson/custom-code-embed" rel="nofollow noopener noreferrer" target="_blank">Webflow</a>
 - <a href="https://www.weebly.com/app/help/us/en/topics/create-widgets-embed-code-and-add-external-content" rel="nofollow noopener noreferrer" target="_blank">Weebly</a>
 - Other
12. Optional: <a href="https://help.sutrapro.com/en/articles/4877190-transferring-students-over-to-sutra">Transfer over existing clients</a> and <a href="https://help.sutrapro.com/en/articles/4877189-what-to-email-your-students-when-you-launch">tell your students</a>
13. Optional: <a href="https://help.sutrapro.com/en/articles/5565816-best-practices-in-stripe">Set up Stripe best practices</a>

Once completed, check out this article <a href="https://help.sutrapro.com/en/articles/5565688-go-live-checklist-site-launch">here</a> to test everything before you launch.

If you have any questions at all, please don't hesitate to reach out by live chatting us right through your dashboard or attend an onboarding session <a href="https://www.arketa.co/webinars/onboarding" rel="nofollow noopener noreferrer" target="_blank">here</a>.

Follow along with written articles or go to the video series for visual learners.

Getting Started - Launch Checklist