Program launch checklist

Checklist 1

Use this checklist if you want coaches to be able to send invitations to form a One-to-One connection with clients in the program.

Program General settings

  1. You have selected a role to assign to new members joining the program (or more than one if you wish), for example you may want to use Client.
  2. You have selected a role that can invite from One-to-One area, for example Coach.
  3. Mail-Chimp integration, group selected.

Community Settings

  1. Homepage welcome message/video created for your members and access set to program (or public).
  2. Community engagement created and create post and respond to post set to program (or public).
  3. Session templates created and access set to program (or public).

MindLab

  1. Created any relevant MindLab modules and published them to the program (or public).

Inviting members

  1. You have added yourself (and any other users/coaches) to the program, so you can invite clients.