ProAgenda Onboarding Checklist
This is a sample plan to help you understand what you can expect from the onboarding with the ProAgenda golf management software. With our team, we can finish your complete onboarding within just one day.
During the onboarding, we’ll work to build a roadmap to accomplish both immediate and long-term goals with online golf management software. Let’s go online!
1. Account and Tech Setup
2. The First touch
3. Engage your customers
4. Improve your services
Account and Tech Setup
First of all, we will help you to set yourself up for online success. The start of your journey will be on understanding the tool. ProAgenda is a platform that provides you with a lot of possibilities, and to get the most value out of them, you will need to understand the foundations and how the tool works. We will guide you with setup tasks including:
- Invite your golf pro’s
- Connect your booking page to your academy website
- Import your contacts
- Setting up your training program in ProAgenda
- Connect with Mailchimp

The first touch
What we will cover:
- Which lessons/packages do you offer?
- How are you currently getting your payments?
- Do you want to offer as well an online as an offline payment option?
- Who are your current customers and how often do they book a lesson?
- Do you have insight into your data?
- Do you ever have double meetings?
What we will guide you on:
- Set up your training program, lessons, and packages in the golf booking system.
- Connect your payment methods, with the option to pay on-site and accept payments at the club. Safe and secure.
- Sync your booking system with your personal calendar.

Engage your customers
What we will cover:
- How are you currently engaging your customers?
- How many no-shows do you get every month?
- Do you send confirmation and reminder emails?
- Are you sending nurture emails after a lesson?
What we will guide you on:
- Map out a nurturing process flow to engage your customers.
- Help you with connecting your booking system with Mailchimp.

Request a free demo
Request a live demo with one of our specialists any day of the week and discuss how ProAgenda.com can help you and your business. No strings attached. Already a customer of ProAgenda.com? Don’t hesitate to fill in the form and we’ll take a look at your settings and set up together.