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Must know
  • Build what programs pick from first. Create waivers, levels and memberships before the programs that need them: a program can only require ones that already exist.
  • Some tasks depend on your plan. Create a season and Set up training levels only appear when your plan includes Seasons or Training, and memberships need Memberships on your plan.
  • Tasks tick off on their own. The Getting Started card on Home ticks each task off as soon as it exists, wherever you created it.
  • Going live comes first. Families can register only once your site is live, and going live needs payment verification.
Where this picks up. After Go to my dashboard, the Getting Started card on Home keeps the tasks setup suggested: Invite your team, Create a program, Add a registration category, Create a season, Set up training levels and Set up waivers. A skipped step, like Your gym’s details, counts as done. For the card itself, see How do I finish setup and put my club site live? This order saves going back.
1

Finish payments and publish

Continue verification at Settings > Financials > Payment Onboarding. Once you’re verified, Uplifter creates your payout account automatically. Then select Go Live on Settings > Website > General. Payouts, not publishing, need a bank account: if Payment Onboarding shows Add Bank Account, add one. See get verified, publish your website and finalize payments.
2

Invite your team

Go to My Organization > Staff, select Add Staff Member and pick a Role Template: Admin, Coach, Accountant, Volunteer or Custom (there’s no front-desk role). Invite coaches now so they’re there for the program builder’s Staff step. Invitations last 7 days. See invite a staff member, roles and permissions and assign coaches.
3

Build what programs pick from

No Seasons, Levels or Memberships screen? Your plan doesn’t include it: see which features are on. How-tos: waivers, seasons and categories, levels, memberships.
4

Create your programs

Go to Registrations > Programs and select Add program. Create Program, the builder’s last button, saves it active and open for registration unless you change that on the Registration step. There’s no publish step. Save as Draft holds it back. See create a program.
If a program can’t find something. On the builder’s Requirements step, turning on Waiver Requirement with no waivers shows “No active waivers found. Create a waiver first.” and Membership Requirement shows “No memberships configured. Create memberships first.” Level Restriction appears only when Training is on and a level exists. On the General step. Category appears once you’ve created a category, and Season appears once Seasons is on your plan and you’ve created a season. New seasons start as Draft. Set Status to Active or you can’t pick it. Already done for you. At signup Uplifter created a default facility named after your club, tax defaults for your state or province, and default ledger codes. Review them at Settings > Organization > Facilities, Settings > Financials > Checkout & Taxes and Settings > Financials > Ledgers. Check your site. Use View site in the sidebar. Until you publish, it reads View web address and families see “This website is not published yet. Please check back soon.” Related: How do I finish setup and put my club site live? · How do I invite a staff member? · How do I create a new program? · How do I organize programs into seasons and categories?