Onboarding Checklist

Ready to work on your site but don't know where to start? Use our list of the basic steps to complete prior to launching. This will help you plan and manage your onboarding timeline.

We hope the checklists below will help you as you create your site!

In This Article

• Who can use this guide?
• Essential Plan
• Advanced and Premium Plans

Who can use this guide?

• Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
• User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ❌Staff, ❌Limited Staff

Essential Plan

• Staff Members
  
  • Add Staff
    
• Finances
  • Edit/Create Revenue Categories
  • Add Sales Tax
  • Update Accepted Payments
• Products and Services
  • Edit/Create Service Categories
  • Setup Classes, Courses and Appointments
  • Add Passes
  • Add Plans
  • Link Class/Appointments to applicable plans and passes
  • Set staff appointment availability
• Business-wide Settings
  • Add/Update Contact Information
  • Add Address for Location(s)
  • Add Business Logo
  • Brand and Configure Client Facing Website
  • Update Email Settings
• Clients
  • Update info collected from clients
  • Add custom client fields
  • Rewrite Welcome Email
  • Work with your onboarding specialist to import active clients and their current pass/plan
  • Create a Test Client and test your sign up, enrollment and purchase workflows

Advanced and Premium Plans

• Staff Members
  
  • Add Staff
  • Configure Pay Rates
• Finances
  • Edit/Create Revenue Categories
  • Add Sales Tax if applicable
  • Update Accepted Payments
• Products and Services
  • Edit/Create Service Categories
  • Setup Classes, Courses and Appointments
  • Add Passes
  • Add Plans
  • Link Class/Appointments to applicable plans and passes
  • Set staff appointment availability
  • Add Merchandise
• Business-wide Settings
  • Add Waivers in Pike13
  • Add/Update Contact Information
  • Add Address for Location(s)
  • Add Business Logo
  • Brand and Configure Client Facing Website
  • Update Email Settings
• Clients
  • Update info collected from clients
  • Add custom client fields
  • Rewrite Welcome Email
  • Work with your onboarding specialist to import active clients and their current pass/plan
  • Create a Test Client and test your sign up, enrollment and purchase workflows
• Embed a widget on marketing site
• 3rd Party Integrations
  • Connect to MailChimp or Emma

If you have one, follow the Branded App Setup guide.