📅 Target Go-Live Date: [Insert Date Here]
🎯 Your Account Manager/Customer Success Manager: [Name + Email]
🚀 Phase 1: Setup
Complete by Day 1–2
✅ Task | 📅 Due Date |
[ ] Users are added into NetGym with the correct roles, permissions, and teams | Day 1–2 |
[ ] Classes are added into NetGym with the correct skills | Day 1–2 |
[ ] Users are assigned the correct attributes for subbing, communication, and compliance | Day 1–2 |
[ ] Account settings are complete (logo, sub settings, and policies) | Day 1–2 |
[ ] Sub approval settings are confirmed at the location level | Day 1-2 |
📣 Phase 2: Communication & Compliance
Complete by Day 3–4
✅ Task | 📅 Due Date |
[ ] Communication and compliance features are reviewed and turned on for your account (availability, documentation, resources, messages) | Day 3–4 |
[ ] You’ve read how NetGym integrates with your scheduling system | Day 3–4 |
[ ] You understand how you and your team will receive NetGym notifications | Day 3–4 |
🧪 Phase 3: Test + Team Rollout Prep
Complete by Day 5–7
✅ Task | 📅 Due Date |
[ ] A sub request has been created, edited, and canceled (by you or on behalf of a user) | Day 5 |
[ ] Instructor training materials have been reviewed | Day 5 |
[ ] Team introduction email template has been prepared and sent | Day 6 |
[ ] Activation emails have been sent to your team (optional: start with managers) | Day 7 |
🎉 You’re Ready to Go Live!
Once all steps are complete, your onboarding manager will confirm your Go-Live status. You’re now ready to send sub requests, track compliance, and communicate efficiently using NetGym.
🧭 Need Help?
💬 Chat with us inside the NetGym platform
📚 Browse our Help Center
📩 Reach out to your Onboarding Manager or CSM with any questions