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/all" rel="nofollow noopener noreferrer" target="_blank">onboarding call!</a>

<a href="https://help.sutrapro.com/en/articles/7952418-stripe-integration-payments-payouts">Connect Stripe account</a>

<a href="https://help.sutrapro.com/en/articles/8179589-create-and-manage-livestream-classes">Connect Zoom account</a> (optional)

<a href="https://help.sutrapro.com/en/collections/5818798-settings-integrations">Customize Business Settings </a>

- Under Public Facing Settings, add your page name, profile picture and scheduling URL
- Under Business Settings, add your Brand logo, set email timezone settings, add standard confirmation email, cancellation policy and liability waiver
- Under Sales Channels &gt; Website Integration, set your brand colors and fonts

<a href="https://help.sutrapro.com/en/articles/8179621-how-to-create-and-manage-class-types">Create class and offering templates</a>

<a href="https://help.sutrapro.com/en/articles/8179606-how-to-add-a-class">Add Group Class</a>

<a href="https://help.sutrapro.com/en/articles/8181200-how-to-set-up-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/5211720-build-a-community-or-program">Build a Community</a> (course, program, retreat etc.)

1. Course
2. Program
3. Retreat
4. Membership Club
5. E-book

<a href="https://help.sutrapro.com/en/articles/8222461-overview-how-to-add-pricing-options">Set Pricing Options for Packages + Memberships</a>

1. <a href="https://help.sutrapro.com/en/articles/8222463-create-class-package">Add a class package</a>
2. <a href="https://help.sutrapro.com/en/articles/8222464-create-subscription-membership">Add a subscription or membership</a>

- <a href="https://help.sutrapro.com/en/articles/8222465-create-intro-offer">Build an intro offer</a>
- Set a friends + family package
- <a href="https://help.sutrapro.com/en/articles/8275699-promo-code-guide">Build promo codes</a>
- <a href="https://help.sutrapro.com/en/articles/8024229-build-a-referral-program">Create a referral program</a>
- <a href="https://help.sutrapro.com/en/articles/8275689-gift-cards">Gift Cards</a>

- <a href="https://help.sutrapro.com/en/articles/8092024-how-to-launch-and-share-arketa">Share page on Instagram, social media</a>
- <a href="https://help.sutrapro.com/en/articles/5870622-how-to-launch-and-share-arketa#h_1497d20933">Integrate inside of your website</a>
 - Squarespace
 - <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-arketa">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/7952418-stripe-integration-payments-payouts">Connect Stripe account</a>
2. <a href="https://help.sutrapro.com/en/articles/8179589-create-and-manage-livestream-classes">Connect Zoom account</a> (optional)
3. <a href="https://help.sutrapro.com/en/collections/5818798-settings-integrations">Customize Business Settings </a>
 - Under Public Facing Settings, add your page name, profile picture and scheduling URL
 - Under Business Settings, add your Brand logo, set email timezone settings, add standard confirmation email, cancellation policy and liability waiver
 - Under Sales Channels &gt; Website Integration, set your brand colors and fonts
4. <a href="https://help.sutrapro.com/en/articles/8179621-how-to-create-and-manage-class-types">Create class and offering templates</a>
5. <a href="https://help.sutrapro.com/en/articles/8179606-how-to-add-a-class">Add Group Class</a>
6. <a href="https://help.sutrapro.com/en/articles/8181200-how-to-set-up-my-video-library">Build a Video library</a>
 - Create Categories
 - Upload Videos
 - Add Filters
 - Set Pricing: One-time Purchases, Rentals, Package, Subscriptions
7. Offer Private Sessions
8. <a href="https://help.sutrapro.com/en/articles/5211720-build-a-community-or-program">Build a Community</a> (course, program, retreat etc.)
 1. Course
 2. Program
 3. Retreat
 4. Membership Club
 5. E-book
9. <a href="https://help.sutrapro.com/en/articles/8222461-overview-how-to-add-pricing-options">Set Pricing Options for Packages + Memberships</a>
 1. <a href="https://help.sutrapro.com/en/articles/8222463-create-class-package">Add a class package</a>
 2. <a href="https://help.sutrapro.com/en/articles/8222464-create-subscription-membership">Add a subscription or membership</a>
10. Marketing
 - <a href="https://help.sutrapro.com/en/articles/8222465-create-intro-offer">Build an intro offer</a>
 - Set a friends + family package
 - <a href="https://help.sutrapro.com/en/articles/8275699-promo-code-guide">Build promo codes</a>
 - <a href="https://help.sutrapro.com/en/articles/8024229-build-a-referral-program">Create a referral program</a>
 - <a href="https://help.sutrapro.com/en/articles/8275689-gift-cards">Gift Cards</a>
11. Launch
 - <a href="https://help.sutrapro.com/en/articles/8092024-how-to-launch-and-share-arketa">Share page on Instagram, social media</a>
 - <a href="https://help.sutrapro.com/en/articles/5870622-how-to-launch-and-share-arketa#h_1497d20933">Integrate inside of your website</a>
 - Squarespace
 - <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-arketa">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> and create a <a href="https://help.sutrapro.com/en/articles/5565697-create-a-test-user">test user</a> for yourself.

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/all" rel="nofollow noopener noreferrer" target="_blank">here</a>.

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