Welcome! This quick-start checklist will help you get your gym fully set up in Chalk It Pro in just a few steps. Use this to hit the ground running 🚀
*Note: this is just a checklist, please refer to the Step-by-Step Onboarding Guide for instructions on set-up. We have many addition resources and articles in our Help Center.
Scroll to the bottom for a downloadable PDF version.
[ ] Step 1: Set Up Your Organization
Set up your Organization Profile. You would have been directed to do so after purchase, but can also do so under Admins > Organization > Organization Profile.
[ ] Step 2: Invite Coaches & Admins
*can do this at a later step
[ ] Go to the Members page and invite your staff (Create a New Member)
[ ] Assign roles in their profile:
Coach (access to coaching tools)
Admin (full administrative and coach access)
[ ] Step 3: Connect Billing
[ ] Create a new Stripe account (do not reuse an existing one)
[ ] Invite devteam@chalkitpro.com as a Developer role
[ ] Chalk It Pro support team connects your new Stripe account to CHIP
[ ] Set up tax rates (if applicable)
Tax Rates - Admins > Billing > Billing Set-up
[ ] Step 4: Migrate Payment Data
Choose one:
[ ] Ask your current provider to transfer customer data to your new Stripe account - Start this step now
Please see Step-by-Step Guide for full details and instructions. May be limited based on old software provider
[ ] Ask your members to manually enter payment information in Chalk It Pro - Done at a later step
[ ] Step 5: Create Tracks
[ ] Set up Tracks (e.g., CrossFit, Bootcamp, Spin, Kids, etc.) to manage who sees what classes and programs
Admins > Tracks and Memberships > Tracks
[ ] Step 6: Create Documents
Assign them to:
All members (via Documents)
Specific memberships (Contracts, etc.)
Individual people
Admins > Organization > Documents
[ ] Step 7: Configure Memberships
Create membership types:
[ ] Recurring subscriptions
[ ] Punch cards
[ ] Free trials
Admins > Tracks and Memberships > Membership Set-up
[ ] Step 8: Add Coupons & Discounts
Create promotions for memberships or retail store products
Admins > Billing > Coupons
[ ] Step 9: Set Up Classes
Add and schedule recurring classes to your calendar
Use Tracks to determine what memberships see what classes in their class calendar
Admins > Class Scheduler > Class Set-up
[ ] Step 10: Add Store Products
Set up retail items in your store (e.g., shirts, supplements, gear)
Admins > Billing > Store Set-up
[ ] Step 11: Import Members
Choose 1:
11a
Email your member list (.CSV file) to support@chalkitpro.com
Use subject line:
"Member Import"See Step-by-Step Guide to see what information can be imported
11b
No .CSV file? No problem - send them a link to register
[ ] Step 12: Invite Members to the App
Once imported, invite members to set up their Chalk It Pro account (Choose 1)
Email support@chalkitpro.com to send a mass invite email
Click the letter icon next to their name in Members to send invites individually
[ ] Step 13: Import Workout Programming
Import past workouts from:
SugarWOD
Wodify
ZenPlanner
Triib
[ ] Step 14: Assign Memberships
[ ] Ensure members have payment methods set
If you migrated payment info into your Stripe account from another platform, email support@chalkitpro.com to link payment info to your members
If you're asking them to manually reenter info, now is the time for them to do that
[ ] After No Payment Method tag is removed, assign the correct membership
(Optional)
For subscription memberships, add a free trial period before billing begins to set correct billing date
Punchcards can be assigned for free as it's a one-time payment that is already paid
💬 Need help at any point? Reach out to us via chat or email support@chalkitpro.com — we’re here for you!
Downloadable PDF Express Checklist: