Onboarding Checklist

After completing the signup flow, use the onboarding checklist to guide you through essential setup tasks to get your channel ready for launch.

Overview

The onboarding checklist helps you complete all the necessary steps to set up and publish your channel. There are 7 required steps that must be completed before you can publish your channel. Each item guides you through a specific task, with direct links to complete actions.

Required Steps

1. Schedule Your Onboarding Call

Book a time with our team to get started.

• Action: Click "Schedule Call" to open the scheduling calendar
• Completion: Manually mark complete after scheduling

What to expect:

• 30-minute onboarding call with our team
• Overview of platform features and capabilities
• Guidance on setting up your channel
• Best practices for getting started

2. Complete Your Channel Settings

Set up your channel information and branding.

• Action: Click "Configure Channel" to navigate to channel settings
• Completion: Manually mark complete when finished

What to configure:

• Channel display name and description
• Profile image and logo
• Brand colors and theme
• Contact information

3. Connect Your Stripe Account

Link your Stripe account to your channel to enable payments.

• Action: Click "Connect Stripe" to begin the connection process
• Completion: Manually mark complete after connecting

Setup includes:

• Stripe account connection
• Payment method configuration
• Tax and billing information
• Payout settings

4. Set Up Mobile Apps

Configure iOS and Android mobile applications for your channel.

• Action: Click "Configure Apps" to access mobile app settings
• Completion: Manually mark complete when finished

Setup includes:

• iOS app configuration
• Android app configuration
• App store listing details
• Push notification settings

5. Create Your Memberships

Set up membership tiers and benefits for your subscribers.

• Action: Click "Create Memberships" to configure your membership offerings
• Completion: Manually mark complete when finished

What to configure:

• Membership tier names and pricing
• Benefits for each tier
• Access levels and permissions
• Trial periods (optional)

6. Publish Your Site

Go live and make your channel available to your audience.

• Action: Click "Publish Site" to publish your channel
• Completion: Automatically marked complete when your site is published

7. Confirm Legal Policies

Review and confirm your terms, privacy policy, and legal documents.

• Action: Click "Review Policies" to access legal policy settings
• Completion: Manually mark complete after reviewing and confirming

What to review:

• Terms of Service
• Privacy Policy
• Cookie Policy
• Any additional legal requirements

What's Next?

After completing your onboarding checklist:

• Channel Management - Continue customizing your channel settings
• Channel Content - Upload content and build your library
• Monetization - Optimize your revenue streams
• Analytics - Track your channel performance

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Need help completing your onboarding checklist? Contact our creator support team for personalized assistance.