Pike13 Onboarding Checklist and Setup Guide
A step-by-step checklist to launch your Pike13 site — from services and staff setup to branding, billing, and data migration.
There are many things to accomplish when setting up your Pike13 site. Your onboarding specialist is available to answer questions and have scheduled phone calls during this process. We hope this guide below will help you as you create your site!
Start with the basics
☐ Create Services (add in the services, don’t worry about availability or class times yet)
Classes (Group sessions at predetermined times)- Appointments (1:1 Sessions, Personal Trainers Availability)
- Courses (Events, Camps)
☐ Create Passes
- Complimentary Passes (automatically issued upon client creation)
- Prepaid Passes (Packs of visits like a punchcard)
☐ Create Plans
- Prepaid Plans (One-time fee collected for a determined period of time)
- Recurring Plans (Automatically bills every month)
☐ Add Staff Members
Configure your services
☐ Configure Service Tabs
- Class Times & Course Times should be set up here. (See adding availability below)
- Details (Price, purchase options, applicable passes, and more)
- Registration (Enrollment/booking requirements, reminder email settings)
- Cancellation (Deduct visits or charge for no shows, set the late cancellation window)
- Website Settings (Determine who can see this service, add descriptions, show capacity)
- PRO Pay Rates (Not quite yet, it is best to do this in a different place)
☐ Appointment Availability (Much easier through the staff profiles)
- Have your staff add their own or do it for them. Through the staff profile you can add availability for multiple services at once.
☐ Add Service Categories
- Create category names for your clients to match what you offer
- Add relevant services to them
Next steps
☐ Create Coupons
☐ PRO Set up Merchandise if applicable
☐ PRO Add in your Waivers and other Documents
(Terms & Conditions can be set up for an electronic signature in the Passes & Plans)
☐ PRO Connect to Email Marketing (MailChimp or MyEmma)
Dive into Advanced Settings
☐ Add your Contact Information
☐ Place your Address in Location
☐ Client Signup Settings
- Determine what your clients add to their profiles
- Create Custom Fields
- Edit the Welcome Email (This is your business, make it your own!)
☐ Account Credit – If you offer this as a refund option, enable and set the limit
☐ Sales Tax – Add tax rate and select what type of products are taxed
☐ Revenue Categories - name them to match your business
☐ Email Settings
- Add the business email address
- Add the name of the business
- Add a slogan or tagline to all of your emails
- Add any additional information to the bottom of your emails
☐ PRO Pay Rates – Go through the list and add pay rates where necessary.
☐ PRO Commission Rates, Commissioned Staff
Branding your website
☐ Add your Business Logo
☐ Change the colors for your staff members
☐ Configure the Pike13 Website for your clients
- Choose your Layout
- Update the Header (you can use a background photo if you wish)
- Configure the Navigation tabs – align them with the terms your clients already know!
- Buttons – update the colors here and throughout to match your marketing site
☐ Add Pike13 to your marketing site
- PRO Add the Class and/or Appointment Widgets
- Use Link Codes to direct clients to a specific page
Migrating Data
☐ Work with your onboarding specialist to get reports to them - Client information - Active Passes - Active Plans (ensure billing dates and billing amounts are on these reports)
☐ Review the data before it is imported. Your onboarding specialist is here to help, but they don’t know all of the ins and outs of your business. They will need your help!
☐ Once migration is completed, review again. It is best that incorrect data is detected by you rather than your clients.
☐ Once everything is in, invite your clients to your new Pike13 site!