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Get StartedWorkspace Setup Checklist

Workspace Setup Checklist

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Workspace consoleWorkspace setup, daily operations, public-site controls, and launch decisions

Use this checklist when onboarding a new workspace or auditing an existing one before launch.

1. Workspace Identity

Open Settings > General.

Confirm public business basics

Verify the name, public contact details, address or service area, timezone, currency, and hours before configuring bookings, checkout, or notifications.

Match category and service area

The business category, coverage area, homepage copy, local metadata, and Google-facing content should all describe the same offer.

Confirm site status

Use draft, protected, or live status intentionally so customers cannot reach an unfinished setup path by direct URL or campaign link.

Why it matters: bookings, local business metadata, receipts, notifications, and public pages all depend on this foundation.

2. Team Access

Open Settings > Team.

  • Add owners, managers, and staff.
  • Remove users who should no longer have access.
  • Verify that anyone handling bookings, orders, customers, or settings has the correct role.

Why it matters: console access is a privileged operational surface. Every change should be attributable to the right workspace member.

Check access against real responsibilities. A person who only handles support should not need billing or domain controls, and a person who manages payments should not share an owner’s login. After changing roles, ask the operator to refresh their session and verify both allowed and disallowed sections.

3. Branding And Site Chrome

Open Settings > Branding and Website.

  • Upload logo and brand imagery.
  • Choose theme preset, colors, typography, navigation, footer, and social links.
  • Confirm mobile header and footer behavior.
  • Verify Open Graph image behavior on important pages.

Why it matters: the sites app renders a tenant-branded customer experience from these settings.

Branding is more than aesthetics: it affects trust, recognition, search previews, email links, and the first impression of checkout or booking pages. Confirm the logo is legible on light and dark surfaces, the header works on mobile, and social previews use the final brand rather than a generic fallback.

4. Domain And Email

Open Settings > Domain and Email.

  • Verify the public domain.
  • Add required DNS records.
  • Configure email sender identity.
  • Confirm mailbox or forwarding requirements.
  • Export DNS records when handing setup to a DNS administrator.

Why it matters: customer trust, deliverability, passwordless access, and branded links all depend on correct DNS.

Open Settings > Privacy and Legal.

  • Configure privacy policy, terms, refund policy, shipping policy, and consent disclosures.
  • Enable cookie consent when analytics or advertising tags are used.
  • Confirm email preference and unsubscribe paths.

Why it matters: analytics, ads, checkout, forms, and communications need explicit customer-facing disclosures.

Review legal pages in the same customer path where they matter. Checkout should link refund, shipping, and privacy commitments; booking should make cancellation and payment timing clear; forms should explain sensitive data collection; marketing should respect consent and unsubscribe posture.

6. Payments And Tax

Open Payments and Settings > Checkout and Tax.

  • Connect Stripe.
  • Confirm account onboarding, requirements, currency, application fee behavior, tax settings, checkout behavior, invoice behavior, deposit policy, and refund policy.
  • Verify whether PayPal or manual payment recording is available for the workspace.

Why it matters: products, booking deposits, final payments, invoices, refunds, and payouts all depend on the payment account state.

7. Products And Shipping

Open Products and Shipping.

  • Add products, variants, media, pricing, modifiers, collections, inventory, SEO, tax, and shipping details.
  • Configure origin, packages, zones, and rates.
  • Test label purchase and tracking if fulfillment is enabled.

Why it matters: public checkout needs accurate catalog, inventory, tax, and fulfillment data.

Use a representative shippable product for verification. Confirm dimensions, weight, inventory, tax, shipping rate, checkout total, order creation, fulfillment state, and customer tracking behavior. If one of those is unknown, keep the product hidden or fulfillment manual until an operator owns the gap.

8. Services And Availability

Open Scheduling.

  • Add services, tiers, add-ons, deposits, waivers, forms, staff, locations, duration, buffers, availability, and overrides.
  • Connect calendars if external calendar sync is used.
  • Confirm the booking lifecycle for created, awaiting deposit, confirmed, in progress, completed, cancelled, no-show, and rescheduled states.

Why it matters: the public scheduler can only promise times the business can honor.

9. Customer Operations

Open Customers, Inbox, Forms, Email Notifications, and Automations.

  • Confirm customer records and consent documents.
  • Create forms for intake, contact, support, or booking questions.
  • Configure notifications for bookings, orders, tickets, forms, and account events.
  • Add automations for repeatable operator workflows.

Why it matters: launch is not only a website event. The team needs a reliable back office for the work customers create.

10. Growth And Discovery

Open Stories, Discovery, Reviews, and Integrations.

  • Publish stories or resource content.
  • Review SEO metadata, redirects, short links, sitemap, robots, and GEO content.
  • Connect Google Business Profile for reviews.
  • Add GA4 and Google Ads only after consent and legal posture are configured.

Why it matters: discovery features should send measurable, policy-compliant traffic to a site that is ready to convert.

Workspace Setup Checklist | Sophosic Platform