The activation checklist on your home screen
What is the activation checklist?
As long as your site is not ready, the top of your dashboard shows the "Welcome, first name!" block with four steps and a progress bar "x of 4 steps". The regular dashboard sits below it. When a step is done, it gets a tick, its title is struck through and its button disappears. A club account has no checklist.
Which four steps are there?
- Add your lessons, button Add lessons. Takes you to Admin → Lessons, Lesson types tab.
- Set your availability, button Set availability. Takes you to Admin → Availability.
- Make your site personal, button Edit site. Takes you to Admin → Site settings.
- Activate online payments, button Connect with Mollie. Starts the Mollie connection, the same one as under Admin → Integrations.
The order does not matter.
Why does a step not turn green yet?
Golfly looks at your actual settings, not at whether you have visited the page.
- Lessons: at the start there is one example lesson, "Kennismakingsles" (intro lesson). It does not count. Add a lesson type of your own or delete the example lesson. Only changing the name is not enough; Golfly looks at the web address (the slug) of the lesson type, and for an existing lesson type that does not change by itself.
- Availability: at the start Monday to Friday from 10:00 to 18:00 are filled in. Add or remove a day, or change a start time. Only changing an end time does not count.
- Personal site: the step turns green as soon as the Bio field under Site settings is filled in. The field is labelled "optional" there, but for this step it is exactly what counts. A photo or qualifications are not enough.
- Online payments: only green when your own Mollie account is really connected. See Connecting Mollie.
- Pro employed by a club: then step 4 is called Online payments through your club and is already marked as done. Payments for your lessons go through the club, so you do not connect your own Mollie account.
When you return to the dashboard, the checklist may briefly show the old state; it then refreshes by itself.
What happens when everything is done?
You see "Your site is ready!" once, with "Clients can now book online via your website." and the buttons View your site, Share via WhatsApp and Go to dashboard. If you click Go to dashboard, that message is gone on this browser. After that you see the regular dashboard with your lessons for today and tomorrow, your weekly figures and the quick actions. The checklist does not come back.
Below the checklist is Need help? with a WhatsApp button to Sjoerd.
Frequently asked questions
I have set everything up, but a step stays open. How come?
Check the rules above. The most common causes: the example lesson has only been renamed, only an end time was changed, or the bio is still empty.
Do I have to do the four steps in order?
No. The bar simply counts how many are done.
Where do I find the checklist once it is gone?
Nowhere. As soon as all four steps are done, it is gone for good.