Studio Dashboard Checklist
Updated over a week ago

This playbook outlines all the steps needed to set your studio up for success!

It's broken down into five sections:

Step 1: Business settings

Step 2: Class schedule, video on-demand library, pricing packages

Step 3: Privates, communities, marketing tools (referrals and promo codes), add to your website

Step 4: Team/Instructor Training, Payroll, and Customer FAQs

Step 5: Transfer from current software and notify clients (if relevant)

While you're getting set up, feel free to live-chat the team with any technical questions directly from your dashboard - using the dark blue chat icon in the bottom right corner. We're happy to help!

Step 1: Business Settings, Integrations, Adding Instructors:

  1. SETTINGS --> Integrations

    1. Stripe: Connect (or create) Stripe account

      1. READ: Set up Stripe best practices

    2. Zoom: Connect Zoom account for live-streaming classes

      1. Zoom management for multiple instructors

      2. Auto-recording, meeting passwords & waiting rooms

  2. SETTINGS--> Business Settings

  3. PEOPLE--> Add Instructors

    1. Add instructors, set permissions, create pay-rates

Step 2: Class schedule, video library, pricing packages

  1. GROUP CLASSES--> Class Types

    1. Create class and offer templates

  2. GROUP CLASSES --> My Schedule

    1. Add Group Class

  3. ON-DEMAND --> Build a Video library

  4. PACKAGES & SUBSCRIPTIONS--> add new

  5. SHOP --> RETAIL COMING SOON

Step 3: Privates, communities, & marketing

  1. Offer Private Sessions

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

    • Course

    • Program

    • Retreat

    • Membership Club

    • E-book

  3. Marketing

  4. Launch! Add arketa to your Website

  5. Reports - diving deeper into date

Step 4: Team/Instructor Training and Customer FAQs

  1. Behind the Desk - Frequently asked questions!

  2. Team + Studio Help Center

  3. Set up payroll

Step 5: Transfer from current software and notify clients (if relevant)

  1. Transfer overview with Stripe ID

  2. Bringing videos over from Vimeo

  3. What to email your students when you transfer

Related Articles
Getting Started - Launch Checklist
Going Live: Website Launch Checklist
Getting Started - Onboarding Video Tutorials
Communities Overview
How to add a class
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