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Guided Set Up Videos

Groovio Team avatar
Written by Groovio Team
Updated over a month ago

Welcome! Join me (Kristy Sellars) founder of Groovio in these videos to work through your set up. I've tried to keep them brief (between 20 seconds-a couple of minutes) to keep you moving through these quickly. Have fun!

1. Studio Profile Set Up:

2. Waivers and Policies:

3. Cancellation Settings:

4. PARQ:

5. Questionnaire:

6. Student Management:

7. Staff Management:

8. TAGS:

9. Skill Lists:

10. Classes- Courses:

11. Classes- Drops Ins/Casuals

12. Terms (for courses):

13. Setting Up Services:

14. Payment Types:


15. Packages:


16. Memberships:

17. Schedule Overview:


18. Schedule a course:

19. Schedule a drop in class:


20. Chats:


21. Discount Codes:


22. Retail:


23. Checkout:


24. Leads:


24. Gilly AI:


25. Final Notes:


Use your mouse to hover over the (i) icons as you set things up. These have detailed information to help with your set up and understanding of the system.

1. Complete your studio profile including toggling ON/OFF the options at the bottom. [Account > Studio Profile]

2. Connect your stripe account (not a test account) [Account > Studio Profile]

3. Set up your cancellation policies [Admin Settings > Cancellation Settings]

4. Set up waivers and policies [Admin Settings > Waivers and Policies]

5. Set up your Questionnaire and PARQ [Manage Studio> Questionnaire and > PARQ]

6. Add any Taxes you wish to charge [Account > Taxes and Fees]

7. Create your staff [Manage Studio > Staff]

8. Set Staff Permissions [Admin Settings > Staff Permissions]

9. Add any additional Locations [Locations]

10. Under Manage Studio, begin from Tags and move downwards through the list to set up your studio items [Manage Studio> Tags> Trick Lists> Rooms> Classes> Terms> Services> Packages> Memberships]

11. Schedule your classes under [Schedule]

12. Check to see your studio is appearing on the mobile app.

13. Add any retail products [Retail]

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