Overview
This checklist helps a new studio get ready to use DanceFlow for daily operations.
You do not need to complete everything at once. Start with the basics, then add packages, memberships, and portal access as your studio grows into the system.
Step 1: Start your studio trial
Choose a studio plan and begin your free trial.
After your trial starts, your studio workspace will become available inside the app.
Step 2: Complete your public profile
Your public profile controls how your studio appears in DanceFlow discovery.
Add:
- Studio name
- Public description
- Location
- Contact information
- Website or social links
- Photos, if available
A strong public profile helps dancers understand who you are and how to connect with you.
Step 3: Import your existing client list, if applicable
If you already have clients in another system or spreadsheet, use the import tool to upload them into DanceFlow.
Go to Settings > Import.
Upload your client CSV, review the file for errors, fix any flagged rows, then execute the import. After the import runs, confirm the clients appear on the Clients page.
Skip this step if you are starting fresh or prefer to add clients manually.
Step 4: Add instructors
Add instructors who can be scheduled for lessons or classes.
Studio owners can also be instructors. If the owner teaches, they should have an instructor profile so they can be booked on the schedule.
Step 5: Add rooms or floor spaces
Rooms help your studio organize scheduling and availability.
You can create rooms for:
- Private lesson rooms
- Ballrooms
- Practice floors
- Rental spaces
- General floor areas
Rooms can also be blocked when they are unavailable.
Step 6: Add clients
Add current clients to your CRM.
At minimum, enter:
- First name
- Last name
- Phone number, if available
Clients can later be linked to portal access so they can view relevant information.
Step 7: Create package templates
Package templates make it faster to sell lessons, group classes, or party credits.
Examples:
- 5 private lessons
- 10 private lessons
- New student intro package
- Group class bundle
- Practice party bundle
- Mixed package with lessons, groups, and parties
Step 8: Create membership plans
Memberships are useful for recurring revenue.
Examples:
- Monthly group class membership
- Practice membership
- Lesson discount membership
- Floor rental discount membership
Step 9: Connect billing and payouts
If your studio will collect online payments, connect Stripe payouts before taking paid registrations or online payments.
This allows your studio to receive funds properly.
Step 10: Start scheduling
Once instructors, clients, and rooms are set up, begin creating appointments.
You can schedule:
- Private lessons
- Floor rentals
- Room blocks
- Other studio appointments
Step 11: Review reports and payments
Use reports and client payment history to monitor activity, revenue, packages, and balances.