Onboarding Process - General Checklist

Onboarding Process - General Checklist

 We are excited to have you on the Plan2Play ARC Platform!  This article is an overview of different tasks you will need to get the Plan2Play ARC Platform setup properly.

  1. General Settings - Upload your logo, set your organization colors and locations
  2. Enter your Waivers & Policies - we can apply waivers and policies to classes, memberships or resources.
  3. Setup Stripe Integration - Plan2Play uses Stripe for payment integration.  You will need to setup your Stripe account to begin collecting payments
  4. Setup Payment Plans - Enter in all your recurring membership plans, one-time purchases or products.
  5. Payment Migration - If you will be moving from another payment processor - follow these steps.
  6. Setup Staff/Instructors
  7. Setup your Class Schedule
  8. Upload your Members - Once you are ready to upload your members please email an Excel File with your member information to your Account Manager.
  9. Map Classes to Payment Plans - Once you have entered your schedule and payment plans you will need to map your plans to the classes.
  10. Add your Schedule to your website
  11. Communicate with Members - Follow Step 3 in this article
  12. Send Member Invites - You can send members invites to download the mobile app individually or in bulk. 

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