Onboarding Timeline

Welcome to Pike13! To ensure a smooth launch, your subscription includes one month of free onboarding, featuring four 30-minute strategic calls with our team. Below is a suggested weekly timeline to get your business fully operational within 30 days. Feel free to combine weeks to accelerate your launch or contact your sales representative if you require an extended timeline.

In This Article

• Week 1: Staff, Services and Payments
• Week 2: Products, Passes and Plans
• Week 3: Advanced Settings and Branding
• Week 4: Clients, Upgrades and Add-Ons

• Watch the videos for:

  • Step 1 - Getting Started

  • Step 2 - People: Staff

  • Step 3 - Services

• Add the following to your Pike13 site: 

  • Staff Members

  • Services (Classes, Appointments, and Courses)

• Complete Merchant Processing Application

  • Credit Card Processing

• Schedule your 30-minute call with your onboarding specialist and prepare a list of questions to discuss during your first onboarding call

Week 2: Products, Passes and Plans

• Watch the videos for:

  • Step 4 - Products

• Add the following to your Pike13 site:

  • Passes

  • Plans

• Schedule your 30-minute call with your onboarding specialist and prepare a list of questions to discuss during your second onboarding call.

• Provide your client data from your previous provider in Excel or CSV format to your Onboarding Specialist. Once received, your specialist will prepare draft files for your review. After your final approval, we will complete the import. Please allow one week for the full migration process.

Week 3: Advanced Settings and Branding

• Watch the videos for:

  • Step 5 - Advanced Settings

• Add the following to your Pike13 site:

  • Advanced Settings

• • Client Signup Settings

  • Pike13 Staff Branding

  • Pike13 Client Branding

• Schedule your 30-minute call with your onboarding specialist and prepare a list of questions to discuss during your third onboarding call

• Schedule a date to have your active Clients, Passes, and Plans imported

• Ensure Staff Members have claimed their accounts

• Watch the videos for:

  • Step 6 - People: Clients

  • Step 7 - Upgrades, Apps and Add-Ons

• Create a test client to ensure your site is configured correctly for your business

• Schedule your 30-minute call with your onboarding specialist and prepare a list of questions to discuss during your final onboarding call

• Link Pike13 with your marketing website

• Send a welcome email to imported clients outside of Pike13

As you open up your site to clients, your onboarding specialist is here to assist in this final week of onboarding before introducing you to our Customer Care team.

Bonus: Review our onboarding checklist.