Getting Started - Launch Checklist

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

Updated over a week ago

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 onboarding call!

    • 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 > Website Integration, set your brand colors and fonts

    • Create Categories

    • Upload Videos

    • Add Filters

    • Set Pricing: One-time Purchases, Rentals, Package, Subscriptions

  1. Offer Private Sessions

  2. Build a Community (course, program, retreat etc.)

    1. Course

    2. Program

    3. Retreat

    4. Membership Club

    5. E-book

  3. Marketing

  4. Launch

Once completed, check out this article here and create a test user 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 here.

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