Skip to main content

Onboarding checklist: What is required and what is optional?

Updated over 4 months ago

Onboarding is designed to get you live quickly without wasting your time. Here is a clear overview of what you need to complete for an active profile and what is optional.

Required (to publish your profile)

You must complete these items:

  • Basic account

    • email confirmed

    • name and basic account details

  • Coach profile (the basis for matching)

    • profile photo

    • professional headline / title

    • short introduction

    • about you / your approach

    • specializations and target groups

    • coaching languages

  • Offers

    • at least one offer (session or program) with a price

  • Availability

    • at least 8 bookable time slots / month

  • Stripe Connect & verification

    • Stripe Connect account created & linked

    • KYC completed

(Full details are covered in the separate article “Stripe Connect and KYC.”)

Optional (to strengthen impact and visibility)

These fields are voluntary but often improve trust and matching:

  • Deeper profile content

    • extended background story

    • a more detailed explanation of your methods or style

    • clearer description of formats or focus areas

  • Proof and credibility

    • certificates or training (if available)

    • publications, videos, podcasts or media links

    • website and social links

  • Additional matching signals

    • extra topic areas or specializations

    • values, perspectives or working principles (if you want to show them)

Anything you want to refine later you can edit or add to every field at any time

In short

Required is everything customers need to understand and book you plus offers, availability and Stripe verification. Optional is anything that builds trust or sharpens your positioning.

Did this answer your question?