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Introduction
The organization onboarding checklist helps Organization Admins finish required setup before publishing events, connecting Stripe, and notifying followers. Use it as your single source of truth for launch readiness.
Objectives
After reading this article, you will be able to:
- Find the onboarding checklist in your Organization Admin workspace
- Work through required items in a sensible order
- Confirm when core organization setup is complete
Prerequisites
- Verify your email address
- Organization Admin vs Sub-Admin roles
- If you interrupted business signup, first resume business onboarding
Video tutorial
YouTube embed placeholder — replace with a published video ID in Stage 5.
Steps
Step 1: Open the onboarding checklist
- Sign in at App.Trepy.com as an Organization Admin.
- Open the workspace switcher and select your organization.
- Navigate to Onboarding, Setup, or Checklist in the Organization Admin sidebar.
Step 2: Review required items
Typical required checklist items include:
| Item | Why it matters |
|---|---|
| Email verified | Unlocks admin workflows |
| Organization profile | Public discovery and branding |
| Sub-units (if applicable) | Structure for Sub-Admins |
| Stripe Connect (for paid tickets) | Accept ticket payments |
| Communications basics | Ready to notify followers |
Checklist labels match your plan and organization type. Required items block or warn on dependent workflows.
Step 3: Complete items in recommended order
- Finish account and verification steps first.
- Complete organization profile and structure.
- Connect Stripe before publishing paid events.
- Use the setup wizard for guided steps you are unsure about.
Step 4: Confirm checklist completion
- Return to the checklist after each major task.
- Confirm required items show Complete or equivalent status.
- Note any recommended items you deferred for later.
Tips
Common mistakes
Troubleshooting
| Problem | Likely cause | Solution |
|---|---|---|
| Checklist not visible | Wrong workspace | Switch to Organization Admin workspace |
| Item stuck incomplete | Prerequisite step missing | Open the item detail for required sub-steps |
| Cannot connect Stripe | Verification or permissions | Confirm Organization Admin role; complete identity steps in Stripe |
| Resumed signup but empty checklist | Wrong organization selected | Confirm organization name in workspace switcher |
Frequently Asked Questions
Is the checklist the same for every organization?
Core items are consistent; optional items depend on your plan and whether you sell paid tickets.
Can Sub-Admins see the checklist?
Sub-Admins focus on sub-unit tasks. The full organization checklist is an Organization Admin responsibility.
What comes after the checklist?
Use the organization setup wizard for guided setup, then move on to events and communications in later journeys.
Related articles
- How to Use the Organization Setup Wizard
- How to Resume Business Onboarding After Signup
- Organization Admin vs Sub-Admin Roles
Next steps
Continue with the organization setup wizard for guided configuration.
Release notes
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