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Go Live Site Audit Checklist
Updated this week

A thorough site review goes hand-in-hand with a smooth start to running your business in Walla. Please do your part to confirm you're ready to go for the big day!

Use this checklist to conduct a Walla site audit prior to the day you go live to ensure your staff or clients donā€™t run into any usability issues.

Class Schedule

Take one final look at your class schedule

  • Are all classes added for the right days & times with the correct instructor?

  • Are there any duplicates that you need to delete?

  • Have you added descriptions and a picture to your Class Types?

  • Review your booking and waitlist settings under each Class Type

Plans

Confirm your pricing for migration and selling on Walla

  • Make sure plans that are supposed to have Livestream or VOD access are marked as such

  • Make sure plans that are supposed to grant Member Status are marked as such

  • If it is a limited plan, make sure it is not marked as unlimited

  • Confirm that your recurring plans are set to recur and your non-recurring plans are set to end

Class to Plan Relationships

Tell Walla what plans pay for which classes

  • Ensure that each plan pays for the classes that you want them to pay for using the Class-to-Plan Relationship matrix.

Appointment Setup

Make sure you and your clients can book appointments successfully after migration

  • Are the Appointment Types that you want to be bookable online available to Anyone and Visible to Public?

  • Check your Appointment types for the following:

    • Eligible Staff have been assigned and have a pay rate

    • Eligible Plans are checked off to pay for the class

  • Ensure that each plan pays for the appointments that you want them to pay for using the Appointment-to-Plan Relationship matrix.

Waitlist & Cancellation Policies

  • Ensure you have the waitlist and cancellation policies in place in your business settings, location settings, and class settings.

Staff

  • Check your staff have the correct permission role assigned

  • Ensure that your instructors have the classes they are eligible to teach in their profile

  • Ensure that your instructors are linked to their correct pay rates in their profile

  • If you have photos for your instructors add them into their Staff Profile so they appear on the widget

  • Confirm that your instructors know how to log into Walla (remember, there is NOT a staff app!)

Widget Settings

  • Ensure that you know where you want to place your widgets your on your website (PLEASE DON'T PUBLISH THE WIDGETS UNTIL OUR OFFICIAL AGREED UPON GO LIVE TIME)

  • Ensure you do not have any other login portals on your website aside from the Walla widget

  • Did you update your Widget Theme to be on brand?

Transactional Notifications

  • Ensure that you have the transactional emails set up and turned on (or off) depending on your needs. If necessary, edit them to your liking.

Store

  • Ensure your gift cards are configured to "Fixed Price" with the highest amount not exceeding $1,999

  • Add your Quick Buy items to the business Location

Business Settings

  • Ensure your Company Information is correct

  • Ensure your Stripe information is verified by selecting ā€œView and edit on Stripeā€

Now you're ready to launch!

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