Welcome! This quick-start checklist will help you get your gym fully set up in Chalk It Pro in just a few steps. Use it to hit the ground running 🚀
Note: this is just a checklist. Please refer to the Full Suite Onboarding Guide (USA-Based Gyms) for set-up instructions. We have many additional resources and articles in our Help Center.
Downloadable PDF version of this Checklist:
[ ] Step 1: Organization Profile & Chalk It Pro Payments Application
[ ] Fill out the Information Collection Form.
[ ] Complete Application
[ ] Complete your PCI Compliance SAQ (arrives ~7-10 business days after approval)
Use the CHIP PCI Guide for help
Non-compliance carries a $50/month penalty
[ ] Organization Profile & Settings Setup
[ ] Step 2: Import Members & Coaches
Choose 1:
[ ] Option A
Email your member list (.CSV file) to support@chalkitpro.com
Use subject line: “Member Import”
Mandatory columns: Email, First Name, Last Name (see the guide for optional columns and the template)
[ ] Option B
No .CSV file? No problem. Send members a link to register and add their billing info. Tackle this at a later step.
[ ] Invite coaches to log in (optional)
[ ] Step 3: Decide How to Get Payment Methods into CHIP
[ ] Fill out the Payment Method Migration Questionnaire
Choose 1:
[ ] Option A: Migrate payment methods. Start this step now.
[ ] Option B: Members enter payment info manually. Done at a later step.
[ ] Step 4: Admin Setup
[ ] Set up tax rates (if applicable)
[ ] Create Tracks (e.g., CrossFit, Bootcamp, Kids)
[ ] Create Documents (waivers, contracts, SOPs)
[ ] Add Coupons & Discounts for memberships or store products
[ ] Configure Memberships (drop-ins, trials, punch cards, and subscriptions)
[ ] Add Store Products (shirts, supplements, gear)
[ ] Set up Assistant (Coming Soon)
[ ] Step 5: Staff & Class Setup
[ ] Add and schedule recurring classes and appointments
[ ] Set up Staff Pay (Coming Soon)
[ ] Step 6: Member Engagement Features
[ ] Set up your Committed Club
[ ] Set up Chalkboard & Achievements (Coming Soon)
[ ] Create Banners & Announcements
[ ] Get familiar with Chalk Talk
[ ] Step 7: Import Workout Programming
[ ] Import past workouts
[ ] Import results (Gym’s User Results or Individual User Results, depending on your old platform)
[ ] Explore Marketplace Programming (optional)
[ ] Step 8: Get Ready for Launch
[ ] Send members access if they weren't created by .csv import
[ ] Make sure members have payment methods set
[ ] Assign memberships
[ ] Invite members to the app
[ ] Spread the word with Member Flyers and the Quick Tour for Members