<h1 class="PlaygroundEditorTheme__h1" dir="ltr">🎥 <a href="https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX" rel="noreferrer" class="PlaygroundEditorTheme__link">Click here to watch the replay</a></h1> <h3 class="PlaygroundEditorTheme__h3" dir="ltr">Below is an overview of what was discussed on the call</h3> <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&amp;timestamp=0" title="PLAY @0:00" class="PlaygroundEditorTheme__link">SMS opt-in form setup @ 0:00</a></h3>Stephanie and Kaylin worked to set up a new SMS opt-in form for Kaylin's business, ensuring it complies with new regulations requiring double opt-in consent. They created a form with checkboxes for terms of service, privacy policy, and promotional SMS notifications, and discussed how to handle any rejected submissions. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&amp;timestamp=1286" title="PLAY @21:26" class="PlaygroundEditorTheme__link">Tracking active and former members @ 21:26</a></h3>Stephanie showed Emily how to set up smart lists to track active and former members of Kaylin's Supercharge Club and CEO programs, making it easy to see current enrollment and manage cancellations. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&amp;timestamp=2525" title="PLAY @42:05" class="PlaygroundEditorTheme__link">Welcome emails and member portal @ 42:05</a></h3>Emily reviewed the welcome email templates and member portal settings to understand what new members will experience when they sign up. Stephanie explained how to customize the branding and layout of the portal. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&amp;timestamp=3100" title="PLAY @51:40" class="PlaygroundEditorTheme__link">Launching a waitlist for the CEO program @ 51:40</a></h3>Emily expressed interest in launching the CEO program on a limited-time basis with a waitlist. Stephanie provided guidance on how to set up a waitlist form and automated email sequence to manage the waitlist and 48-hour enrollment window. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&amp;timestamp=3321" title="PLAY @55:21" class="PlaygroundEditorTheme__link">Adding an a la carte store @ 55:21</a></h3>Stephanie showed Emily how to add an e-commerce store to her existing website, allowing her to sell individual products and courses a la carte through the Simple Business Suite platform. <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Action Items</h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Add member resources/deliverables to Supercharge Club portal in Programs &gt; All Programs &gt; Member Resources section&nbsp;</li><li value="2" class="PlaygroundEditorTheme__listItem">Clone Supercharge Club portal setup, update for CEO program content in Programs &gt; All Programs</li><li value="3" class="PlaygroundEditorTheme__listItem">Create waitlist form for CEO program, add to sales page as pop-up&nbsp;</li><li value="4" class="PlaygroundEditorTheme__listItem">Set up 48-hour email sequence for CEO waitlist in Automations</li><li value="5" class="PlaygroundEditorTheme__listItem">Customize store pages added to existing website for Supercharge Academy products</li></ul>

You can find the replay for the office hours session from March 26, 2026

# 🎥[Click here to watch the replay](https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX)

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

### [SMS opt-in form setup @ 0:00](https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&timestamp=0 "PLAY @0:00")

Stephanie and Kaylin worked to set up a new SMS opt-in form for Kaylin's business, ensuring it complies with new regulations requiring double opt-in consent. They created a form with checkboxes for terms of service, privacy policy, and promotional SMS notifications, and discussed how to handle any rejected submissions.

### [Tracking active and former members @ 21:26](https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&timestamp=1286 "PLAY @21:26")

Stephanie showed Emily how to set up smart lists to track active and former members of Kaylin's Supercharge Club and CEO programs, making it easy to see current enrollment and manage cancellations.

### [Welcome emails and member portal @ 42:05](https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&timestamp=2525 "PLAY @42:05")

Emily reviewed the welcome email templates and member portal settings to understand what new members will experience when they sign up. Stephanie explained how to customize the branding and layout of the portal.

### [Launching a waitlist for the CEO program @ 51:40](https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&timestamp=3100 "PLAY @51:40")

Emily expressed interest in launching the CEO program on a limited-time basis with a waitlist. Stephanie provided guidance on how to set up a waitlist form and automated email sequence to manage the waitlist and 48-hour enrollment window.

### [Adding an a la carte store @ 55:21](https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&timestamp=3321 "PLAY @55:21")

Stephanie showed Emily how to add an e-commerce store to her existing website, allowing her to sell individual products and courses a la carte through the Simple Business Suite platform.

## Action Items

* ****Add member resources/deliverables to Supercharge Club portal in Programs > All Programs > Member Resources section****
* ****Clone Supercharge Club portal setup, update for CEO program content in Programs > All Programs****
* ****Create waitlist form for CEO program, add to sales page as pop-up****
* ****Set up 48-hour email sequence for CEO waitlist in Automations****
* ****Customize store pages added to existing website for Supercharge Academy products****

<h1 class="PlaygroundEditorTheme__h1" dir="ltr">🎥 <a href="https://fathom.video/share/z6W74Vq1RpeSYSRzyj3ocGPgSsz7nVzu" rel="noreferrer" class="PlaygroundEditorTheme__link">Click here to watch the replay</a></h1> <h3 class="PlaygroundEditorTheme__h3" dir="ltr">Below is an overview of what was discussed on the call</h3> <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&amp;timestamp=0" title="PLAY @0:00" class="PlaygroundEditorTheme__link">SMS opt-in form setup @ 0:00</a></h3>Stephanie and Kaylin worked to set up a new SMS opt-in form for Kaylin's business, ensuring it complies with new regulations requiring double opt-in consent. They created a form with checkboxes for terms of service, privacy policy, and promotional SMS notifications, and discussed how to handle any rejected submissions. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&amp;timestamp=1286" title="PLAY @21:26" class="PlaygroundEditorTheme__link">Tracking active and former members @ 21:26</a></h3>Stephanie showed Emily how to set up smart lists to track active and former members of Kaylin's Supercharge Club and CEO programs, making it easy to see current enrollment and manage cancellations. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&amp;timestamp=2525" title="PLAY @42:05" class="PlaygroundEditorTheme__link">Welcome emails and member portal @ 42:05</a></h3>Emily reviewed the welcome email templates and member portal settings to understand what new members will experience when they sign up. Stephanie explained how to customize the branding and layout of the portal. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&amp;timestamp=3100" title="PLAY @51:40" class="PlaygroundEditorTheme__link">Launching a waitlist for the CEO program @ 51:40</a></h3>Emily expressed interest in launching the CEO program on a limited-time basis with a waitlist. Stephanie provided guidance on how to set up a waitlist form and automated email sequence to manage the waitlist and 48-hour enrollment window. <h3 class="PlaygroundEditorTheme__h3" dir="ltr"><a href="https://fathom.video/share/qQznu3kAJBbrrMjx5UHksnBLK2HiZyFX?tab=summary&amp;timestamp=3321" title="PLAY @55:21" class="PlaygroundEditorTheme__link">Adding an a la carte store @ 55:21</a></h3>Stephanie showed Emily how to add an e-commerce store to her existing website, allowing her to sell individual products and courses a la carte through the Simple Business Suite platform. <h2 class="PlaygroundEditorTheme__h2" dir="ltr">Action Items</h2><ul class="PlaygroundEditorTheme__ul"><li value="1" class="PlaygroundEditorTheme__listItem">Add member resources/deliverables to Supercharge Club portal in Programs &gt; All Programs &gt; Member Resources section&nbsp;</li><li value="2" class="PlaygroundEditorTheme__listItem">Clone Supercharge Club portal setup, update for CEO program content in Programs &gt; All Programs</li><li value="3" class="PlaygroundEditorTheme__listItem">Create waitlist form for CEO program, add to sales page as pop-up&nbsp;</li><li value="4" class="PlaygroundEditorTheme__listItem">Set up 48-hour email sequence for CEO waitlist in Automations</li><li value="5" class="PlaygroundEditorTheme__listItem">Customize store pages added to existing website for Supercharge Academy products</li></ul>

Office Hours: March 26, 2025

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