Skip to main content

Pre-Onboarding Setup Guide

This step-by-step article walks new admins through what to set up before their onboarding call with the StatStak team.

Mike Ames avatar
Written by Mike Ames
Updated this week

This step-by-step article walks new admins through what to set up before their onboarding call with the StatStak team. Completing these steps in advance will help you launch faster and get the most out of your personalized setup session.

Step 1: Website Design & Branding

Access Settings:

  • Go to the Admin Portal

  • Click the arrow next to your name in the top left and select Settings

  • Choose Facility, then General from the left-hand menu

  • If you have multiple facilities, select each one using the Select Facility dropdown at the top left

Customize Website Design:

Go to Facility → Website Design and update the following:

  • Terminology – Adjust terms used throughout the site (e.g., "Trainer" to "Instructor")

  • Descriptions – Update public-facing blurbs for lessons, camps, or memberships

  • Landing Page – Control homepage layout, visibility, and event buttons

  • Navigation – Manage links in your top nav bar

  • About Us – Add story, philosophy, or team bios

  • Images – Upload logos, homepage banners, or other facility visuals

Tip: If you have marketing photos, this is a great place to feature them!


Step 2: Add Trainers & Staff

Add a New Admin User:

  • Go to the Users tab

  • Click + Add User to invite a coach, trainer, or admin

Note: A trainer must be set up as an Admin first to see Trainer options.

Set Up Trainer Access:

  • Click into the user’s name

  • Set their Permission Level (e.g., “Coach + Trainer”)

  • Scroll to the Trainer section and toggle to "Trainer"

  • Click Update Trainer

  • Add a bio, profile picture, and specialties (like pitching or hitting)

This allows the trainer to appear on your public booking page and builds trust with families.

If you want a full walkthrough of this process, check out the linked video in the step-by-step walkthrough below in our Help Articles called How to Add a New Trainer


Step 3: Add Cages, Fields, or Bookable Spaces

  • Navigate to Settings → Facility → Scheduling → Features

  • Click + Add Facility Feature to name the space

  • Choose whether it’s available for training, rentals, or both

  • Then go to the Rentable Hours tab to:

    • Set availability

    • Add rental costs

    • Block out specific times if needed

If you want a full walkthrough of this process, check out the linked video in the step-by-step walkthrough below in our Help Articles called How to Create a New Feature & How to Set Feature Hours for Rent


Step 4: Upload Waivers or Required Forms

  • Go to Settings → Waivers

  • Click + Create New Waiver

  • Enter a waiver name and paste the text into the body field

Waivers can be attached to registration or event flows and are required before checkout.


✅ You’re All Set!

You don’t need to have every detail perfect — just completing these core items helps us hit the ground running on your onboarding call.

Still have questions? Reach out to our support team anytime, and we’ll see you soon

Did this answer your question?