Launch checklist

Use this checklist before sending customers to the booking widget or opening checkout at the front desk.

Brand basics

• Confirm the studio name, website, timezone, and contact details in Business settings.
• Add each public booking domain, and the customer-account URL, in Website integration.
• Confirm which customer details are required in Customer settings.
• Review the theme and accent color in Design settings.

Booking setup

• Create locations, session categories, sessions, instructors, and schedules before publishing the booking calendar.
• Review cutoff windows, cancellation rules, and visibility rules in Booking settings.
• Add active plans, credit packs, or drop-in pricing in Memberships.
• Test one unpaid booking and one paid booking before linking the widget from your website.

Customer experience

• Confirm the customer account page is reachable from your website.
• Check that waiver copy is current and required where appropriate.
• Decide whether to promote bring-a-friend on booking confirmation pages or email campaigns.
• Open the booking widget on a phone and complete the flow with a test customer.

Payments and billing

• Connect Stripe, Square, or PayPal in Payment settings.
• Confirm tax behavior in Tax settings.
• Review customer billing before selling memberships.
• Document who handles refunds and disputes in your staff process.

Staff readiness

• Invite admins and assign roles before launch.
• Walk front-desk staff through Point of Sale, customer search, and attendance check-in.
• Walk instructors through schedules, rosters, and attendance.
• Keep one owner or manager account with full settings access for launch week.