How to Use the Ride Along Onboarding Checklist
Summary
The Ride Along Onboarding Checklist makes onboarding simple and visual by guiding gyms step-by-step inside Core. It tracks progress across pages, links directly to each task, and celebrates when you’re done — so you always know what’s next.
Why use the Ride Along Onboarding Checklist?
Clarity at every step – See exactly what needs to be done, with direct links to each task.
Progress you can see – A visual tracker shows how far you’ve come and what’s left before launch.
Guided to success – The ride-along panel follows you across pages, keeping onboarding top of mind.
Celebrate completion – When you finish the checklist, you’ll get a clear “you’re live” moment to mark your launch.
How to Access the Checklist
Log into PushPress Core.
Go to the Get Started page to see the onboarding checklist.
Use the ride-along panel pinned to the right side of Core for quick access anywhere.
How the Checklist Works
Step-by-step navigation
Each item links directly to the correct screen in Core (settings, people, plans, payments, etc.).
Progress tracking
Completion is visible on both the Get Started page and the ride-along panel.
Steps can be completed in any order, and progress is shared across staff accounts.
Setting a target go-live date
Add accountability by setting a target launch date.
Automatic next step guidance
Once you finish a task, a new card appears pointing you to the next step.
Completion handling
When all tasks are finished, the checklist celebrates completion and can be minimized or hidden.
Frequently Asked Questions
Where can I find the onboarding checklist?
On the Get Started page in Core, or always available in the right-hand ride-along panel.
Can I hide or turn off the checklist once I’m done?
Yes, after onboarding is complete you can minimize or hide it.
What happens when I click a checklist item?
It takes you directly to the Core page where that task can be completed.
Does progress sync across staff accounts?
Yes, the checklist tracks account-wide progress.
Do I have to follow the steps in order?
No, you can complete tasks in any order.
What if I already finished some steps before the checklist launched?
The system recognizes completed steps whenever possible — you won’t need to repeat them.
Can I restart the checklist later?
Not at this time. It’s built for initial onboarding, not re-setup.
Does this replace CX onboarding calls?
No, it complements CX calls by reinforcing progress and making it easier to complete tasks between sessions.