Project Start Checklist — HVT Performing Arts

01

Access & logins

Add alana@designspirestudio.com.au as a user on each platform, then tick it off. There's nothing to type here. Tap How to for step-by-step instructions.

GoHighLevel accessTick when doneAdd me as an Admin user in your GoHighLevel account
How to
1. Log in to GoHighLevel and click Settings (bottom-left menu)
2. Go to My Staff and click + Add Employee
3. Enter Alana, Designspire and alana@designspirestudio.com.au
4. Under User Roles, set User Type to Account and Role to Admin
5. Click Save. I'll get an email invite.
Website admin accessTick when doneAdd me as an admin on your website so I can embed the enquiry form
How to

WordPress
1. Log in to your dashboard and go to Users → Add New User
2. Enter alana@designspirestudio.com.au and set Role to Administrator
3. Click Add New User
Squarespace
1. Go to Settings → Permissions & Ownership
2. Click Invite Contributor and enter alana@designspirestudio.com.au
3. Choose Administrator and send the invite
Wix
1. In your dashboard go to Settings → Roles & Permissions
2. Click Invite People and enter alana@designspirestudio.com.au
3. Choose Admin (Co-Owner) and click Send Invite
Using a different platform? Let me know which one and I'll send the steps.
StudioLab accessTick when doneAdd me as an admin/staff user so I can set up the integration
How to
1. Log in to StudioLab and open Settings
2. Find the Staff or Users section and add a new user
3. Enter alana@designspirestudio.com.au and give admin access
Can't find it? StudioLab support can add a user for you, or we can do it together on a quick call.
Domain / DNS accessTick when doneSo automated emails send from your own email address
How to

Not sure where your domain is?
1. Go to lookup.icann.org and type in your website address
2. The Registrar it shows is where your domain is managed
GoDaddy
1. Click your name (top right) and go to Account Settings → Delegate Access
2. Click Invite to Access and enter Alana and alana@designspirestudio.com.au
3. Choose Products, Domains & Purchase and send the invite
Cloudflare
1. Go to Manage Account → Members
2. Click Invite and enter alana@designspirestudio.com.au
3. Choose Administrator and send the invite
With Crazy Domains, VentraIP or another provider, just tick this and we'll update the settings together on a quick 10-minute call.

02

Your trial & enrolment process

This shapes your pipeline stages and automations.

Classes offered for trialsClass styles, age groups, days and times
How trials work todayThe steps from first enquiry → booked trial → attended → enrolled
Trial booking and enrolment linksAny StudioLab booking, signup or enrolment links you currently send
Enquiry form fieldsWhat you'd like to ask on the website form (e.g. parent name, student age, class interest)

03

Emails & content

We'll use your existing wording as the base for your automated follow-ups.

Emails you currently send to enquiriesEnquiry replies, trial confirmations, follow-ups, welcome emails. Easiest way: copy and paste them into a Word or Google Doc and upload it to the Google Drive folder.
Trial information for parentsWhat to wear, what to bring, arrival info, timetable
Policies and documentsTerms & conditions, fee schedules, enrolment forms or handbooks
Sender name and email addressWho automated emails should come from (e.g. Kristy at HVT Performing Arts)

04

Branding

So your form and emails match your studio.

Logo filesPNG with transparent background, or SVG if available
Brand coloursHex codes if you have them — otherwise we'll match your website
FontsFont names used on your website or marketing

05

Team & reporting

Who needs access, and what you want to see at a glance.

Team members needing accessNames and email addresses of anyone who'll use GoHighLevel
Who receives new enquiry notificationsEmail and/or mobile number for internal alerts
Dashboard prioritiesThe numbers you most want to track (e.g. enquiries per week, trials booked, conversion to enrolment)

Project start
checklist.

Access & logins

Your trial & enrolment process

Emails & content

Branding

Team & reporting

Send it through when you're ready.