Use the program setup checklist
Use the program setup checklist
When you create a program from a program type, a setup checklist appears in the bottom-right corner of the space. It walks you through everything that needs to happen before the program is ready for participants — reviewing the generated content, setting up onboarding, configuring how clients sign up, and publishing.
The checklist is admin-only. Participants never see it.
When the checklist appears
The checklist shows up automatically the first time you open a program that was created from a program type (Group Coaching, Cohort-Based Course, Mastermind, and so on). Programs built from scratch don’t get a checklist — there’s nothing pre-generated to review.
Anatomy of the checklist
The expanded panel has three parts:
- Header — The program type name (e.g., “Group Coaching Setup Checklist”) and a progress bar showing how many items you’ve finished
- Items — A mix of standalone items and grouped items with nested sub-tasks
- Footer — A short note about what to do after publishing, plus a Hide this checklist link
A circle next to each item shows its status. Empty means open, filled with a checkmark means complete. Locked items (like Create your program, which is already done by the time you see the checklist) can’t be toggled by hand.
The standard items
Every program type’s checklist follows the same structure. The exact wording and the nested sub-items under Review & customize your program vary by type, but you’ll always see these top-level items.
Create your program
This is checked off automatically — you completed it by going through the program type wizard. It’s locked so you can’t toggle it.
Review & customize your program
A grouped item with a circular progress ring. Click Expand to see the sub-tasks underneath. Each sub-task corresponds to a piece of content the program type generated for you and asks you to review or customize it. Typical sub-tasks include:
- Customize Homepage — Add a cover photo, edit the welcome text, and set the tone for participants entering the program
- Review & Edit Curriculum — Replace placeholder lessons with your content, edit reflection questions, and remove any admin guidance left in the template
- Review & Edit Sessions (or Live Sessions) — Check that session dates and times work for you and edit the sample agendas
- Review Schedule & Availability — Set your bookable hours and review your session package (only appears when the program includes 1:1 booking)
- Add an Activity — A primer on adding lessons, worksheets, task lists, and check-ins from the curriculum or the + menu
Most sub-tasks have a Review button that opens a short summary modal with bullet points and a link straight to the right page. Add an Activity uses a Learn button instead — it explains where activities live and then opens the activity picker so you can add one.
Setup client onboarding
Click Setup to open a quick overview of what client onboarding can do — onboarding questions, consent forms, RSVPs to upcoming events, ground rules, a welcome video, or a prompt to book the first call. From there, Configure now opens the Onboarding tab in Space Settings. See Set up your program onboarding flow for the full walkthrough.
Set up your register/checkout page
Click Setup to see how clients can join your program. There are two options:
- Register/Checkout page (recommended) — A shareable link that presents your program and handles sign-up or payment. Click Customize register/checkout page to open the Offers & Checkout tab in Space Settings
- Manual invite — Add clients yourself from the Users page. Click Go to Users to jump there
For the full setup, see Customize your checkout page.
Publish your program
Click Publish to open Space Settings, then publish from there. This item is auto-completed the moment your program goes live, so you don’t have to check it off yourself. The helper text reminds you that clients can be added before publishing but won’t see the program until it’s live. See Publish your program.
Completing items manually
You can mark any unlocked, standalone item complete by clicking its circle — useful when you handle something outside the checklist flow. Items inside a group can be checked the same way. Once every sub-task in a group is done, the group circle fills in too.
The Create your program and Publish your program items are managed by the system and can’t be toggled by hand.
Minimize, dismiss, and restore
The checklist has three states:
- Expanded — The full panel in the bottom-right
- Minimized — A small floating icon you can click to expand again
- Hidden — Removed from view entirely
Click the chevron in the header to minimize, or the X to hide. Hiding asks for confirmation: “Hide setup checklist? Are you sure? You can bring it back from Space Settings.”
To bring it back, hover over the program name in the sidebar, click the ellipsis menu (three dots), select Settings, and toggle Show setup checklist on under the Details tab. The toggle only appears once the checklist has been hidden.
Finishing the checklist
When every item is complete, the panel turns green, shows “You’re all set! Your program is ready.” and minimizes itself after a few seconds. You can dismiss it any time after that — the data is saved per program, so each program tracks its own progress.