Set up your studio

A step-by-step guide to get your studio ready for members.

ForOwner
1

Name your studio

After signing up, the setup wizard first asks for your studio name (your timezone is detected automatically).

2

Tell us how you work

Two quick questions, all taps. Who works with your clients — just you, you and a team you pay, or independent practitioners sharing your space. Then what you offer — group classes, 1-on-1 sessions, visits at clients' homes, events and retreats, online classes, clients under 18. Your answers switch on the matching features (1-on-1 sessions turn on Appointments, home visits add the Emergency button, and so on).

3

Check “Your setup”

The next screen lists what was turned on for you, then “More you can do” — features that are off for now. Tap the (i) on any row for a one-line explanation and a Learn more link. Everything under “More you can do” is turned on later from Settings → Features.

4

Rooms and people (teams and shared studios)

The next screens follow your answers. Independent practitioners: first the rooms they can use (names only). Me and my team, or Independent practitioners: then “Who teaches with you?” / “Who works from your space?” — type their email addresses (and a name, if you have it to hand) and press Send invite; each gets an email to set a password, and anyone you invited without a name types their own there. Both can be skipped. Just me skips these screens.

5

Add your first class — or your first service

One first thing, from what you offer (classes come first if you offer both; the other waits on your checklist). A class: name, day, time, capacity and price; its weekly sessions are added to your calendar, and if you invited someone you pick them under “Taught by” — every session is theirs from the start. Members book classes with a pass or membership you create after Stripe is connected. A 1-on-1 service: name, length, price, and for home visits where it happens. A service at the client’s home also shows its three rules, already chosen — “Earliest booking” (any time), “Travel time between visits” (none) and “Late cancellation” (full price inside 24 hours) — tap one to change it, or leave them; you (or the person you pick under “Offered by”) offer it, and are shown with it on your booking page’s Services tab (and the Mobile Service tab for a home visit) — clients can pick a time once hours are set. Events only: no first thing here — the event form is on your checklist. In a shared studio this step only appears if you invited someone, because a class or service nobody offers can't be booked.

6

Get paid (Connect Stripe)

The next step connects Stripe so member payments land in your bank. You'll go to Stripe's secure site for about 5–10 minutes and come right back. This is separate from your Klasly plan. You can also skip it and finish later from the dashboard checklist.

7

See what you set up

The last screen lists what you actually made (rooms, invites, your class and its sessions, your service) and whether getting paid is connected. Below it: your booking link (yourstudio’s short /b/ link) with Copy, Open and a QR code, and “Next up” — the first three items of your dashboard checklist. The line under the link only says members can book something when the booking page really offers it: a service with no hours yet reads “no times to pick yet — set your hours”. Until Stripe is connected, bookings are free — members book without paying.

8

Finish the rest from your dashboard

The dashboard checklist follows how you work. A team adds “Invite your instructors”; a shared studio starts with “Add rooms” and “Invite practitioners” (and has no “Add members”, since clients belong to each practitioner); 1-on-1 studios get “Add your first service” and “Set your available hours”. Things that can wait — “Create a pass” (you can make it before Stripe is connected; it goes on sale once it is) and “Choose your Klasly plan” — sit under “Later”. “Share your booking link” is ticked the first time you copy or open the link. The dashboard tour is no longer a task; replay it any time from Settings → Account → Tutorial.

9

Try it with sample data (optional)

On a new studio with no classes and no members, the dashboard offers “Add sample data”: 5 sample members and 3 sample classes (all named “… (sample)”, three dates each), and a few bookings, so the calendar, class rosters and Members list are not empty while you look around. They are not on your booking page or widget, are not counted as members or classes in your checklist and numbers, cost nothing, and never get email. The same card then reads “Remove sample data”: one click deletes exactly what was added and nothing else. If you edit a sample class's description, it is yours and stays.

10

Discover more as you grow

As your studio hits milestones — your 20th member, your 50th booking, your first event — the dashboard surfaces one tip at a time suggesting a feature that now fits (intro offers, reports, day-of tools, appointments). You can also browse everything anytime under Settings → “What you can do,” where each feature has a one-line explanation and a link to turn it on. Nothing is forced; dismiss a tip and it won't come back.

Tips
  • • The setup wizard is short — every step can be skipped, but anything you skip moves to the top of the dashboard checklist so nothing gets lost.
  • • Picked the wrong answer, or mistyped your studio name? Every setup step has “← Back”, all the way to the name, and your earlier answers stay filled in. Features an earlier answer turned on are switched back off when you change it, and going back past your first class shows that class instead of making a second one. After setup, change anything in Settings → Features.
  • • Both questions have “Skip for now” (you get the standard checklist). A row above the checklist, “Tell us what you offer”, brings them back; after answering you return to the dashboard. It goes away once answered or dismissed with ×.
  • • Nothing that moves money (paying practitioners directly, charging them rent) is switched on by your answers. Those are set up on purpose from Settings.
  • • The menu follows your answers: no Classes or Passes without classes, no Instructors or Payouts for a "just me" studio with nobody to pay. They return when they apply, and search (Ctrl/⌘+K) still opens them.
  • • “Get paid” (Stripe Connect) and your “Klasly plan” (your subscription) are two different things — the checklist lists them separately.
  • • Use the setup checklist on your Dashboard to track your progress. The card shows the next few items; “n more in the checklist” opens the rest right there. On every other page it waits as a "Setup n/m" pill at the bottom right — press it to open the list, close it to tuck it back.
  • • Settings → “What you can do” is the full menu of optional features (events, appointments, reports, reviews, waivers and more) grouped by what they do for your studio — turn on only what fits.
  • • The basics (members, classes, bookings, payments, passes, messages, waivers, reports, widget) are always on. Open a page for a feature that is off and the owner gets a Turn on button there.
  • • The studio name you enter in the setup wizard is what members see in their dashboard header AND in every transactional email — payment links, receipts, booking confirmations. Worth filling out completely before the first booking goes through.
Help Center - Klasly