{"id":9921,"date":"2017-02-11T00:58:28","date_gmt":"2017-02-11T00:58:28","guid":{"rendered":"https:\/\/www.process.st\/templates\/client-checklist\/"},"modified":"2024-02-28T20:49:45","modified_gmt":"2024-02-28T20:49:45","slug":"client-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/client-checklist\/","title":{"rendered":"Complete Integration Checklist"},"content":{"rendered":"<section id=\"complete-kickoff-meeting\">\n<h2> Complete Kickoff Meeting <\/h2>\n<\/section>\n<section id=\"setup-zendesk-account\">\n<h2> Setup zendesk Account <\/h2>\n<\/section>\n<section id=\"sign-up-for-training-for-system-setup-training-session-at-wwwzingfitcomtraining\">\n<h2> Sign Up For Training for System Setup Training session at www.zingfit.com\/training <\/h2>\n<\/section>\n<section id=\"sign-up-for-studio-management-training-session-at-wwwzingfitcomtraining\">\n<h2> Sign up for Studio Management Training session at www.zingfit.com\/training <\/h2>\n<\/section>\n<section id=\"sign-up-for-front-desk-training-session-at-wwwzingfitcomtraining\">\n<h2> Sign up for Front Desk Training session at www.zingfit.com\/training <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Walk through registration\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      How to access the knowledge base\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      How to submit a ticket and check on status by logging in\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"merchant-account-applied-for\">\n<h2> Merchant Account Applied For <\/h2>\n<\/section>\n<section id=\"dns-config\">\n<h2> DNS Config <\/h2>\n<div class=\"text-content\">\n<p>send login or add CNAME record<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"zingfit-added-as-admin-or-sent-keys\">\n<h2> zingFit added as admin or sent keys <\/h2>\n<div class=\"text-content\">\n<p><strong>Keys<\/strong><\/p>\n<p>&nbsp;&quot;live secret&nbsp;key&quot; and the &quot;live publishable&nbsp;key&quot;<\/p>\n<p>or<\/p>\n<p><strong>Admin<\/strong><\/p>\n<p>zingFit must to be added to your Stripe account as an admin team member before we can attach the gateway to your site. Here are the steps below:<\/p>\n<\/p>\n<p>1. Log into your Stripe acct<\/p>\n<p>2. From the Dashboard, you'll choose the Business Settings option on the left-hand menu<\/p>\n<p>3. Then, choose the Team option from the left-hand menu<\/p>\n<p>4. Click the small box to +Invite User<\/p>\n<p>5. Add this email:&nbsp;<a href=\"mailto:merchantaccounts@zingfit.com\" rel=\"nofollow noopener\" target=\"_blank\">merchantaccounts@zingfit.com<\/a>&nbsp;as an administrator, and click invite user<\/p>\n<\/p>\n<p>You may remove zingFit as an admin once we have your gateway working properly. Please get in touch if you have any questions.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"submit-spot-scheduling-room-assets-if-applicable\">\n<h2> Submit Spot Scheduling Room Assets if applicable <\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Take launch readiness survey - will be sent an email\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"submit-site-integration-review-at-wwwzingfitcomchangerequest\">\n<h2> Submit site integration review at www.zingfit.com\/change-request <\/h2>\n<\/section>\n<section id=\"schedule-integration-support-meeting-to-check-in-on-statusprocess\">\n<h2> Schedule Integration Support meeting to check in on status\/process <\/h2>\n<\/section>\n<section id=\"take-launch-readiness-survey\">\n<h2> Take Launch Readiness Survey <\/h2>\n<\/section>\n<section id=\"sent-the-necessary-urls-for-the-zingfit-pages-to-add-to-site\">\n<h2> Sent the necessary urls for the zingFit pages to add to site <\/h2>\n<\/section>\n<section id=\"schedule-launch--submit-a-zendesk-ticket-with-desired-date-at-least-3-business-days-in-advance\">\n<h2> Schedule launch - submit a zendesk ticket with desired date at least 3 business days in advance. <\/h2>\n<\/section>\n<section id=\"gateway-live--request-by-submitting-zendesk-ticket-with-desired-date-at-least-3-business-days-in-advance\">\n<h2> Gateway live - request by submitting zendesk ticket with desired date at least 3 business days in advance <\/h2>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Complete Kickoff Meeting Setup zendesk Account Sign Up For Training for System Setup Training session at www.zingfit.com\/training Sign up for Studio Management Training session at www.zingfit.com\/training Sign up for Front Desk Training session at www.zingfit.com\/training 1 Walk through registration 2 How to access the knowledge base 3 How to submit a ticket and check on [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"15","template_description":"","template_id":"s25Ekcs8wFcpx0rCGNBO2w","task_0":"Complete Kickoff Meeting","task_slug_0":"complete-kickoff-meeting","task_1":"Setup zendesk Account","task_slug_1":"setup-zendesk-account","task_2":"Sign Up For Training for System Setup Training session at www.zingfit.com\/training","task_slug_2":"sign-up-for-training-for-system-setup-training-session-at-wwwzingfitcomtraining","task_3":"Sign up for Studio Management Training session at www.zingfit.com\/training","task_slug_3":"sign-up-for-studio-management-training-session-at-wwwzingfitcomtraining","task_4":"Sign up for Front Desk Training session at www.zingfit.com\/training","task_slug_4":"sign-up-for-front-desk-training-session-at-wwwzingfitcomtraining","task_5":"Merchant Account Applied For","task_slug_5":"merchant-account-applied-for","task_6":"DNS Config","task_slug_6":"dns-config","task_7":"zingFit added as admin or sent keys","task_slug_7":"zingfit-added-as-admin-or-sent-keys","task_8":"Submit Spot Scheduling Room Assets if applicable","task_slug_8":"submit-spot-scheduling-room-assets-if-applicable","task_9":"Submit site integration review at www.zingfit.com\/change-request","task_slug_9":"submit-site-integration-review-at-wwwzingfitcomchangerequest","task_10":"Schedule Integration Support meeting to check in on status\/process","task_slug_10":"schedule-integration-support-meeting-to-check-in-on-statusprocess","task_11":"Take Launch Readiness Survey","task_slug_11":"take-launch-readiness-survey","task_12":"Sent the necessary urls for the zingFit pages to add to site","task_slug_12":"sent-the-necessary-urls-for-the-zingfit-pages-to-add-to-site","task_13":"Schedule launch - 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