> For the complete documentation index, see [llms.txt](https://docs.podplay.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.podplay.app/owners-playbook/new-to-podplay/onboarding/onboarding-checklists/basic+-tier-checklist.md). # Basic+ Tier Checklist ### Basic+ Tier Onboarding Checklist The Basic+ Tier onboarding follows a four-phase process spanning roughly five to six weeks from SOW signature to go-live, covering environment configuration, App store submission, optional Terminal/POS setup, staff training, and post-launch support. This checklist captures the responsibilities for both PodPlay and the Club's team across each phase. #### Onboarding Timeline The four phases are sequenced to build momentum and keep deliverables on track. **Phase 1: Initial Steps (7 Days)** Intake forms, introductions, and account provisioning. PodPlay establishes the foundation and aligns on goals with the Club. **Phase 2: Training & Configuration (14 Days)** Software configuration, staff training sessions, and environment setup. The Club's team gets hands-on with PodPlay through Academy courses and live walkthroughs. **Phase 3: Go-Live Preparation (14 Days)** Final system checks, staff readiness validation, and pre-launch coordination to ensure a smooth opening day. **Phase 4: Post-Opening Support (Ongoing)** Continued monitoring, optimization, and dedicated support as the Club gets up and running. #### PodPlay Responsibilities **Customer Success** * [ ] Receive and process all intake forms * [ ] Build and share the Club's PodPlay environment * [ ] Complete full environment configuration * [ ] Solidify Membership presale dates *(if applicable)* * [ ] Confirm and communicate Club open dates * [ ] Share all relevant support materials and documentation #### Client Responsibilities The following tasks belong to the Club's team. Completing these promptly keeps the timeline on track. **Intake Forms** * [ ] Software configuration details * [ ] Design preferences and branding assets * [ ] iOS and Android App specifications * [ ] Membership structure and pricing * [ ] Terminal setup *(optional)* **Key Meetings with PodPlay CS** * [ ] Initial environment configuration and system walkthrough * [ ] Membership presale coordination *(if applicable)* * [ ] Go-live readiness calls #### Final Verification The software check must clear before go-live. **Software Check** * [ ] Dates solidified (presale and open date / go-live) * [ ] System configured (access to Dashboard) * [ ] Staff familiarity confirmed (staff has completed the Academy courses) * [ ] Design artifacts placed (QR codes, signs, and posters) * [ ] POS system (Terminal is connected and working) #### Common Pitfalls These are the most frequent causes of slipped go-live dates on the Basic+ Tier. Flag any of these early during weekly check-ins. * **Intake forms returned incomplete or late.** Missing software configuration, branding assets, or Membership pricing blocks environment configuration. PodPlay CS will flag gaps as forms come in. Fill out the intake forms in a timely manner so your environment can be spun up rapidly. * **App store submission delays.** Apple and Google reviews can take one to two weeks, longer if the App is rejected and resubmitted. Your Club's environment must also be up and running (not live for bookings) before an App can be submitted. Apple rejections most often hit on Terms of Service and Privacy Policy not being available on the Club's website, so prepare those before submission. * **Terminal/POS setup decisions deferred.** Terminal setup is optional on the intake form, but if the Club plans to use it, the decision should be made early enough to ship and connect the Terminal before go-live readiness calls. * **Academy courses not completed before go-live readiness.** Staff who haven't taken the courses come to the Club's Grand Opening with questions that should already be answered. Set a hard deadline two weeks before opening. * **Membership presale dates pushed late.** If the Club is running a presale, the dates need to be locked early so the environment, communications, and pricing are aligned. Late changes mean re-doing marketing collateral. * **Open date communication delays.** Customers need lead time before the Club opens. Confirm the open date with PodPlay CS as soon as it's firm so support materials and Customer-facing communications go out on schedule. * **Design artifacts not placed before opening.** QR codes, signs, and posters need to be on-site and visible on day one. Print and ship lead times can stretch; order during Phase 2. * **Membership structure decided too late.** Late changes to pricing or perks cascade through the environment configuration and Customer-facing materials. Lock the structure as early as possible. {% hint style="info" %} Both checklists, PodPlay's and the Club's, are tracked in the shared project timeline within the onboarding deck. Anything needing attention is flagged during check-ins. The Basic+ Tier includes the iOS and Android App and optional Terminal/POS. {% endhint %} #### Staff Training Before Day 1 This recommended set-up on its own won't make day 1 smooth. Staff also need to know how to handle the most common situations before the doors open, and the PodPlay Academy is the fastest way to get them there. In the two to three weeks before opening, every staff employee who will sit or stand at the front desk complete the [Manager and Staff course in the PodPlay Academy](https://podplay.gitbook.io/docs/support/the-podplay-academy). Prioritize the modules covering: * The Customer's Experience * The Overview Page * The Customer Page * Reviewing Purchases A few days before opening, your General Manager or Manager of the staff employees should run a short dry run against your live environment. Simulate a few Reservations, an Event check-in, and a Membership signup. This surfaces gaps before any real Customers walk in. The PodPlay Academy has been hailed as one of the most thorough onboarding courses by Club Owners, General Managers, and staff. Many of the individuals who have shared feedback worked at the largest companies in the world (Fortune 100 and Fortune 500 organizations). If you are a Club Owner or General Manager and would like to hold a training session with your Club's leadership and managers, reach out by email to . To make the most of the training session, take the PodPlay Academy courses first. They will answer many questions. If any questions remain, bring them to the training session. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.podplay.app/owners-playbook/new-to-podplay/onboarding/onboarding-checklists/basic+-tier-checklist.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.