Overview
The workspace setup checklist appears on the dashboard when a studio or organizer workspace still has important setup steps remaining.
The checklist is designed to help new users know what to do next without guessing.
What the checklist does
The checklist shows the main setup tasks needed to make the workspace useful.
For studio workspaces, it may include tasks like:
- Review studio settings
- Add instructors
- Add or import clients
- Create or sell packages
- Add a schedule item
- Connect billing and payouts
- Invite students to the portal
For organizer workspaces, it may include tasks like:
- Create organizer profile
- Connect payouts
- Create first event
- Publish event
- Turn on public discovery
- Confirm registration flow
How tasks are marked complete
Checklist items update automatically when DanceFlow detects that the related task has been completed.
Examples:
- If you add a client, the client task can be marked complete.
- If you add an instructor, the instructor task can be marked complete.
- If you create an event, the event task can be marked complete.
- If payouts are connected, the payouts task can be marked complete.
This helps the checklist reflect real workspace progress.
What happens when the checklist is complete
Once all setup tasks are complete, the checklist disappears from the dashboard.
The checklist is meant to guide setup, not permanently take up dashboard space.
Hiding the checklist
If you do not want to see the checklist right now, use Hide for now.
This hides the checklist for your user account and workspace.
Best practice
Use the checklist as a quick launch guide.
You do not have to complete everything at once. Start with the tasks that matter most for your current workflow, then return to the rest later.