Let's Get Started!
Youâre just a few clicks away from finishing your Cloudstudios account setup (which means running your business is about to be 10x simpler). This checklist will help guide you on all things from set up to launch.
(1) Create your profile
Before you add in all of your amazing services, you need to enter some information about yourself and your business. Also, you need to set up your domain so everyone can find you!
- Log in to your account
- Choose a brand name for your business
- Set up your domestic currency (p.s. Selecting a tax/VAT rate is optional)
(2) Accept payments from anywhere in the world đ¤
Youâll need to decide on some basic standards for your events and customer transactions.
- Create your Cloudstudios Stripe account (This only takes a few minutes! Go to âMy Websiteâ > âSettingsâ > âBankingâ, then youâre all set)
- Explore the portal to see how you can view transactions, process refunds, manage subscribers, and track revenue
- Choose your payment schedule under the âBalancesâ tab
- Schedule automated emails to your customers for actions like receipts, subscriptions, renewals, expiring credit cards, and failed payments (you can customize emails under the âSettingsâ tab)
(3) Create a webpage you love đ
Here comes the fun! Use our existing template then make it your own with your colors, logo, images, and more!
- Start building your webpage (Go to âMy Websiteâ > âFeaturesâ)
- Select your features
- Upload images and text for each section of your webpage (in the âAppearanceâ tab)
âď¸ Cloudstudios tips:- Donât want every section to be on your webpage? No stress! Use the toggle button to show or hide sections from your page.Want easy access to specific sections?
- Use the âď¸to add a feature to your âFavoritesâ bar. This will populate the legend in the left side of your dashboard.
- Add your brand DNA to your webpage (Go to âMy Websiteâ > âAppearanceâ. Then, upload your logo (optional) and brand colors)
- Click the âView your Siteâ button in the top right corner of your dashboard to see your progress at any point!
(4) Schedule events
Now that youâve created a webpage youâre proud of, start adding in events and videos.
- Add a new event (Go to âMy Websiteâ > âEventsâ > âAdd New Eventâ)
- Build out your event details (Click on âLoad from new Templateâ)
âď¸ Cloudstudios tips:- Hosting the same type of event multiple times? Use the recurring class feature to duplicate event types.
- Want to offer your clients different pricing options? Choose between the Sliding Scale (pay what you can) and fixed pricing options.
(5) Upload videos
Add pre-recorded videos and let your customers watch on-demand. The more you build out your library = the more people you engage with = the more money you make đ¸
- Create your video library (Go to âMy Websiteâ > âFeaturesâ > âVideosâ > âAdd New Videoâ)
- Upload your videos (Upload your videos to Youtube or Vimeo first, then embed the link to your page)
âď¸ Cloudstudios tip:- Need some more info on uploading videos? Weâve got you covered.
- Need some more info on uploading videos? Weâve got you covered.
Step 6: Offer Subscriptions and Class Packages
Offer a recurring subscription plan to give your customers access to on-demand videos and events. This is a great way to offer more value to your clients!
- Create a Monthly Recurring Subscription (Go to âMy Websiteâ > âFeaturesâ > âSubscriptionsâ)
âď¸ Cloudstudios tip:- You can only create 1 monthly subscription at a time. A monthly subscription allows your clients to access your open classes and video library at any time. It is also necessary to offer a monthly subscription if you are hosting a video library.
- Create a Package (Give your clients the option to purchase multiple classes at a discounted price! Go to âMy Websiteâ > âFeaturesâ > âPackagesâ)
âď¸ Cloudstudios tip:- You can create multiple packages for different levels of discounts. Remember! Your clients will be able to use these credits for any type of class listed on your webpage regardless of the price set.
- You can create multiple packages for different levels of discounts. Remember! Your clients will be able to use these credits for any type of class listed on your webpage regardless of the price set.
Step 7: Off you go đ
We canât wait to watch your business grow! Learn all about managing and growing your business using Cloudstudios in our Dashboard Masterclass guide. Questions? Visit our Help Center at any time for all the FAQs.
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