Going live
Steps and things to consider before going live with your customers.
Start operating
After completing your setup and testing Sessy you are ready to go live for end users. Below some key topics to think about before actually going live.
1. Purchase license
Purchase your Sessy license:
- Open Configuration in the admin space
- Expand General settings
- Click the pencil icon next to License and tap Purchase license
- Follow the Stripe checkout steps
- After returning, confirm license status shows Active under General settings
2. Payment collection
Ensure that you have completed and tested your payment collection method. This is a critical step before signing up members because changing this later can be a lot of work. For more details go to Payment collection method settings →
3. Validate key settings
Validate that you have completed your setup of:
4. Remove test data
Before going live, remove trial test data you no longer need (test members, sessions, revenue entries, and similar). Review members, sessions, and payments in the admin space and clean up manually where needed.
Removing sessions or members does not change your Configuration settings (session types, weekly schedule templates, checklists definitions, etc.).
5. Check roles
Have you given anyone an Admin or Employee role that needs to be removed before going live? Do all your employees have the right role? For more details go to Roles →
6. Create weekly schedule
Set up the weekly schedule for the calendars you will be using. For more details go to Weekly schedule →
7. Schedule sessions
Use the weekly schedules to schedule sessions for the next week (or couple of weeks), so users can register for sessions immediately after subscribing. For more details go to Calendar →
8. Onboard members
Once your app is ready, share the member app (App Store / Play Store) and your business name with members. To migrate existing members, use the import tool under Configuration → Member import before inviting members.
For more details: Member import →
Everything is ready to operate your business using Sessy!
9. Payment collection
As a reminder; after your go-live and when using our app for payments processing (SEPA direct debit export), the app will calculate the amount to be paid by each member (subscription fees + other purchases). Make the export on a monthly basis and import the payment file into your banking environment. For more details go to Payments →