<h1 class="PlaygroundEditorTheme__h1" dir="ltr"><span style="white-space: pre-wrap;">🎥 </span><a href="https://fathom.video/share/rAhyFm1yG7wMF1G1xziNopEsy_PfA3cU" rel="noreferrer" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Click here to watch the replay</span></a></h1><h1 class="PlaygroundEditorTheme__h1"><br></h1><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><b><strong class="PlaygroundEditorTheme__textBold" style="white-space: pre-wrap;">Below is an overview of what was discussed on the call - </strong></b></h3><p class="PlaygroundEditorTheme__paragraph"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/rAhyFm1yG7wMF1G1xziNopEsy_PfA3cU?tab=summary&amp;timestamp=0" title="PLAY @0:00" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Overview of platform capabilities @ 0:00</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Stephanie provided an overview of the platform's features, including the website builder, membership portal, programs/courses, communities, calendar, and social media planner. She emphasized the platform's ability to consolidate various business tools into one integrated system.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/rAhyFm1yG7wMF1G1xziNopEsy_PfA3cU?tab=summary&amp;timestamp=67" title="PLAY @1:07" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Transitioning existing website and membership @ 1:07</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Alison discussed her current use of WordPress for her website and Membershipio for her membership platform. Stephanie explained the process of rebuilding Alison's website within the platform's website builder, as well as how to migrate her existing membership program and members.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/rAhyFm1yG7wMF1G1xziNopEsy_PfA3cU?tab=summary&amp;timestamp=192" title="PLAY @3:12" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Setting up programs, tiers, and communities @ 3:12</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Alison shared her plans to offer free and tiered paid programs, as well as support for cancer survivors, women, and those going through life crises. Stephanie provided guidance on how to structure these different programs and associated communities within the platform.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/rAhyFm1yG7wMF1G1xziNopEsy_PfA3cU?tab=summary&amp;timestamp=432" title="PLAY @7:12" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Automating member onboarding and access @ 7:12</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Stephanie walked through the process of setting up automations to automatically add existing members from Alison's current platform, grant them access to the appropriate programs, and send welcome emails - making the transition seamless for members.</span></p><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><br></p><h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/rAhyFm1yG7wMF1G1xziNopEsy_PfA3cU?tab=summary&amp;timestamp=1488" title="PLAY @24:48" class="PlaygroundEditorTheme__link"><span style="white-space: pre-wrap;">Recap and next steps @ 24:48</span></a></h3><p class="PlaygroundEditorTheme__paragraph" dir="ltr"><span style="white-space: pre-wrap;">Alison and Stephanie summarized the key points covered, including the website builder, membership portal, and automations. Alison expressed excitement about the platform's capabilities and her plans to get started, with Stephanie offering ongoing support through the knowledge base and office hours.</span></p><p class="PlaygroundEditorTheme__paragraph"><br></p><h2 class="PlaygroundEditorTheme__h2" dir="ltr"><span style="white-space: pre-wrap;">Action Items</span></h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem"><b><strong class="PlaygroundEditorTheme__textBold" style="white-space: pre-wrap;">Start rebuilding courses/programs in new platform. Use 'Create a program' feature, choose template, fill in blanks.</strong></b><span style="white-space: pre-wrap;">&nbsp;</span></li><li value="2" class="PlaygroundEditorTheme__listItem"><b><strong class="PlaygroundEditorTheme__textBold" style="white-space: pre-wrap;">Review knowledge base articles &amp; video tutorials on funnels, website building in new platform.</strong></b><span style="white-space: pre-wrap;">&nbsp;</span></li><li value="3" class="PlaygroundEditorTheme__listItem"><b><strong class="PlaygroundEditorTheme__textBold" style="white-space: pre-wrap;">Add team member to platform. Go to Settings &gt; Team Members &gt; Add new member. Set permissions.</strong></b></li><li value="4" class="PlaygroundEditorTheme__listItem"><b><strong class="PlaygroundEditorTheme__textBold" style="white-space: pre-wrap;">Create 2 separate websites in platform: 1 for non-profit (incl. store), 1 for for-profit.</strong></b></li></ul>

You can find the replay for the office hours session from January 29, 2025

# 🎥[Click here to watch the replay](https://fathom.video/share/rAhyFm1yG7wMF1G1xziNopEsy_PfA3cU)

### ****Below is an overview of what was discussed on the call -****

### [Overview of platform capabilities @ 0:00](https://fathom.video/share/rAhyFm1yG7wMF1G1xziNopEsy_PfA3cU?tab=summary&timestamp=0 "PLAY @0:00")

Stephanie provided an overview of the platform's features, including the website builder, membership portal, programs/courses, communities, calendar, and social media planner. She emphasized the platform's ability to consolidate various business tools into one integrated system.

### [Transitioning existing website and membership @ 1:07](https://fathom.video/share/rAhyFm1yG7wMF1G1xziNopEsy_PfA3cU?tab=summary&timestamp=67 "PLAY @1:07")

Alison discussed her current use of WordPress for her website and Membershipio for her membership platform. Stephanie explained the process of rebuilding Alison's website within the platform's website builder, as well as how to migrate her existing membership program and members.

### [Setting up programs, tiers, and communities @ 3:12](https://fathom.video/share/rAhyFm1yG7wMF1G1xziNopEsy_PfA3cU?tab=summary&timestamp=192 "PLAY @3:12")

Alison shared her plans to offer free and tiered paid programs, as well as support for cancer survivors, women, and those going through life crises. Stephanie provided guidance on how to structure these different programs and associated communities within the platform.

### [Automating member onboarding and access @ 7:12](https://fathom.video/share/rAhyFm1yG7wMF1G1xziNopEsy_PfA3cU?tab=summary&timestamp=432 "PLAY @7:12")

Stephanie walked through the process of setting up automations to automatically add existing members from Alison's current platform, grant them access to the appropriate programs, and send welcome emails - making the transition seamless for members.

### [Recap and next steps @ 24:48](https://fathom.video/share/rAhyFm1yG7wMF1G1xziNopEsy_PfA3cU?tab=summary&timestamp=1488 "PLAY @24:48")

Alison and Stephanie summarized the key points covered, including the website builder, membership portal, and automations. Alison expressed excitement about the platform's capabilities and her plans to get started, with Stephanie offering ongoing support through the knowledge base and office hours.

## Action Items

* ****Start rebuilding courses/programs in new platform. Use 'Create a program' feature, choose template, fill in blanks.****
* ****Review knowledge base articles & video tutorials on funnels, website building in new platform.****
* ****Add team member to platform. Go to Settings > Team Members > Add new member. Set permissions.****
* ****Create 2 separate websites in platform: 1 for non-profit (incl. store), 1 for for-profit.****

Office Hours: January 29, 2025

All replays of our office hour calls can be found here.