Your first week on Flourivate: a setup checklist

The setup steps in the order that saves you rework, with a link to the guide for each.

Do these in order. Each step builds on the one before, so you won't have to redo anything. Most practices finish in three or four short sessions.

If you bought FlourishKit, we've done most of this with you. Use the list to check what's left.

Day 1: Your foundation (about 45 minutes)

• [ ] Sign in and look around. Find Settings, Calendar, Sites and Learning in the sidebar, and Help Center (the question mark at the top).
• [ ] Fill in your business profile in Settings > Workspace Profile: business name, email, phone, address and time zone. The time zone drives every booking and reminder.
• [ ] Brand your workspace. Brand your workspace: logos, colors, fonts
• [ ] Get email sending. Nothing else (invites, confirmations, receipts) works without it. Set up sending email for your workspace

Day 2: Get paid and get booked (about 45 minutes)

• [ ] Connect Stripe. Connect Stripe, live and test mode
• [ ] Tell Flourivate where payments go. Choose where payments go
• [ ] Create your session types, like a free discovery call and a paid session. Create a session type
• [ ] Set when clients can book you. Set when clients can book you
• [ ] Book yourself a test appointment from a private browser window.

Day 3: Your website (about an hour)

• [ ] Connect your domain. Connect your website domain
• [ ] Edit your pages and learn the one button to avoid. Edit and publish a page without taking it offline

Day 4: Your client portal (about an hour)

• [ ] Set up your portal. Set up your client portal
• [ ] Give it your own address. Give your client portal its own address
• [ ] Build your first course or resource library. Build a course
• [ ] Invite yourself with a second email to see what clients see. Invite clients and give them course access

When you're ready

• [ ] Map out how you'll welcome new clients. Onboard a new client, from yes to first session
• [ ] Start your community. Create your community, channels and first posts
• [ ] Text messaging needs a phone number and carrier approval first. Approval can take one to three weeks, so start it early. Get a phone number, then Register for texting. We're glad to walk you through it.