With Regiondo, it’s easy to get started and receive your first bookings in no time. To help you prepare for your first online training session, we’ve put together a short checklist. The more steps you complete in advance, the more focused your questions can be, and the more value you’ll get out of the session.
During the training, we’ll answer your questions, optimize your offers together, and set up everything you need so you can start right after.
Note:
If you’re logged in, you can click a checklist item to jump directly to the relevant section in your Regiondo Dashboard. Each step also includes a short guide to help you along the way.
Your Preparation Checklist
1. Settings
Set up Two-Factor Authentication (2FA)
→ Enable enhanced security to protect against unauthorized access. > Set up 2FAComplete Supplier Information
→ Enter your business details completely and accurately.Add Bank Details & Verify Stripe
→ Ensure smooth payouts by connecting your bank account and completing Stripe verification. > Verify your Stripe accountEnsure Legal Compliance
→ Make sure your booking page includes a privacy policy, terms & conditions, and right of withdrawal. > Include legal requirementsNotifications
→ Check your email address and contact details to receive booking information reliably and stay reachable for your customers.Set Up Multi-User Access
→ Add additional users if multiple people will be working in the system. > Manage user access
2. Offer Management
Create Your Offers
→ Set up your offers in the system, or share your information with us so we can prepare everything before your training session. If your offers are already set up, we’ll use the session to review, optimize, and finalize them so they’re ready to go live. > Create an offer
3. Configure Your Shop
Set Up Order Options
→ Add custom questions to collect important information from your customers (e.g. phone numbers or special requests). > Configure order optionsConfigure Payment Options
→ Set up your preferred payment methods and link your PayPal account if needed. > Set up payment methodsIntegrate Your Website
→ Use the Widget Editor to create and embed your booking widget. > Create your booking widget
Be Prepared – Get More Out of Your Webinar
Completing these steps in advance helps you make the most of your training session. You’ll be able to ask focused questions, finalize your setup faster, and start accepting bookings right away.
We look forward to working with you!