New Student Onboarding
Streamline the journey for every new yoga student, ensuring a warm welcome, seamless registration, and a confident start to their practice.
This reusable ProcessKit template contains 6 steps and 33 blocks. Adapt it to your team’s policies, responsibilities, and tools.
Template categories
What’s included
Initial Welcome & Information Gathering
- Overview
- Student Full Name
- Student Email Address
- Student Phone Number
- How did they hear about us?
- Emergency Contact Name
- Emergency Contact Phone
Waiver & Health Declaration
- Overview
- Liability Waiver Reviewed
- Student Waiver Signature
- Relevant Health Conditions
- Physician Contact (if applicable)
Membership & Payment Setup
- Overview
- Membership Plan Chosen
- Payment Processed Successfully
- Payment Method
- First Class Scheduled Date
- Total Amount Paid
Studio Orientation & First Visit Prep
- Overview
- Studio Tour Completed
- Studio Policies Explained
- What to Bring/Expect Guide Provided
- Answered Student Questions
Account Activation & Welcome Pack
- Overview
- Online Student Profile Created
- Login Credentials Emailed
- Welcome Packet Sent
- App Download Instructions Provided
First Class Follow-up & Feedback
- Overview
- Follow-up Email Sent (Post-First Class)
- Student Feedback Collected
- Next Class Booked
- Referral Program Mentioned