The Pike13 Quick Start Guide is designed to help new trial users get familiar with the core features of the platform over a 7-day period.
While you'll receive daily automated emails with step-by-step instructions for each day’s tasks, this guide is available for those who want to work ahead or explore Pike13 at their own pace.
Each day focuses on a specific aspect of setting up and managing your business, ensuring you're getting the most out of your Pike13 trial experience.
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What to Expect in the Quick Start Guide
Over the course of seven days, you’ll be guided through key features that will help you:
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Day 1: Setting Up Your Business Profile
- Create your business identity by adding essential details like your business name, logo, and contact information.
- Set up your first service (such as classes or appointments) to start scheduling right away.
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Day 2: Adding Staff & Customizing Branding
- Add staff members, set their roles and permissions, and adjust their schedules.
- Customize your branding, including colors, logos, and public-facing options to match your business’s look and feel.
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Day 3: Creating Products (Passes & Plans)
- Learn how to create passes and Plans that generate revenue.
- Link products to your services, making it easier for clients to purchase the right offerings.
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Day 4: Setting Up Client Communication
- Explore how to engage your clients through personalized email notifications and automated messaging.
- Get insights into setting up client roles (such as clients with dependents) to streamline registration and communication.
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Day 5: Client Sign-up & Test Site Experience
- Add test clients and experience a mock client sign-up process on your site.
- Visit Ford Creek Music, our demo site, to understand how Pike13 works from the client’s perspective.
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Day 6: Exploring Integrations and Apps
- Discover Pike13’s integration capabilities, including add-ons like email marketing, website integration, and analytics.
- Review available apps that help expand your business’s potential.
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Day 7: Final Review & Preparation for Onboarding
- Recap your experience and finalize your site setup.
- Prepare for the next steps, including Pike13 onboarding, if you decide to move forward with the platform.
How the Quick Start Guide Helps Your Business
This guide is crafted to give you a taste of Pike13’s power without overwhelming you. Each day is focused on a specific feature, allowing you to gradually build a fully functional platform. By the end of the 7-day guide, you'll have explored key features that can streamline operations and help you make an informed decision about continuing with Pike13.
If you have any questions or need assistance along the way, our sales team is here to help!