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!
Are you more of a visual person? View our video tutorials here.
Add your page name
Set up your profile picture
Set add your scheduling URL
Email Timezone settings
Add standard confirmation email
Set standard cancellation policy
Add liability waiver
Set Pricing: One-time Purchases, Rentals, Package, Subscriptions
Build a Community (course, program, retreat etc.)
Set Pricing Options for Packages + Memberships
Share page on Instagram, social media
Integrate inside of your website
Wordpress (live chat us for instructions here!)
Optional: Transfer over existing clients and tell your students
Optional: Set up Stripe best practices
Once completed, check out this article here 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 here.