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Welcome & first-time setup

Brand, studio location and staff, plan, payouts, and go-live after signup.

What this guide covers

The Owner Setup wizard at /welcome walks studio owners through five groups: Your brand, Studio setup, Your plan (when Polar billing is on), Get paid, and Go live. Until you finish, the full admin dashboard stays gated except the Payments → Catalog handoff during setup.

Reopen any step later from Brand → Setup: the first tab while a step is still open, the last once every step is done. There the steps are a list with the picked step's form beside it.

Before you start

  • Verified owner email on your WorkOS account
  • WorkOS org admin access (required for /admin regardless of onboarding)

Step by step

  1. Your brand — Studio name, hosted URL slug (https://{slug}.taktics.studio/), support email, and a theme preset. The theme restyles the site as you pick it; Continue saves.
  2. Studio setup — Location name and street address (customers get Google and Apple Maps directions from the address; paste a specific map link only if you need one), weekly opening hours (the default grid is saved to Book only once you change a day; until then any hours you wrote as text stay as they are), what customers book (Session, Class, Appointment, Lesson, or your own word), and your name and studio phone. You can add more locations and staff later in Brand → Business.
  3. Your plan (Polar tenants) — 30-day Pro trial or Usage pay-as-you-go.
  4. Get paid (Usage: Booking holds) — Usage studios continue with booking holds / pay in person on /book (Connect Stripe later for cards). Pro connects Stripe for online payouts, or chooses Skip online payouts for now and finishes Connect later under Admin → Payments.
  5. Go live — Share your storefront link, optionally open catalog or Brand → Business (Usage) to set list prices, then confirm Go live to unlock the dashboard. New studios launch on public Book (/book) until you change homepage mode in Brand → Landing.

Legacy ?step=catalog deep links redirect to the go-live step.

After go-live

Only Brand (studio name and support email) and Pay are required. If one is still open, a Finish setup reminder hangs under the admin nav and names it (for example Connect payouts). It opens that step in Brand → Setup and disappears once the step is done. Usage studios taking booking holds count as paid.

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