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Onboarding Checklist

Get started today by using the checklist to get set up immediately.

Written by Courtney Mahoney

Do you need us to import members? Download Import File and email us at onboarding@triib.com. Take a look at our Guide to Importing Members

Step 1: Triib Settings

Step 2: Add Staff Members (optional)

Step 5: Add Attendance Packs (Optional)

Step 6: Set up Appointments (Optional)

Step 7: Create Automated Alerts & Messaging
             Required:
             - Welcome Email
             - Payment Alerts

Step 8: Set up Program Restrictions (Optional)

Step 9: Set Up Store/Products (Optional)

Step 10:

Integrate Triib URLs on your website (excluding Premium Customers)

Embed Class Schedule on your website (excluding Premium Customers)

Optional: Do you have restricted memberships where someone on that plan cannot see all programs or classes? If so, Set-Up Program Restrictions

Optional: Do you have fitness programs where you will release workouts to members? If so, Set up Coaches Corner / Programming


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