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When you’d use this

You’ve just signed up and want your studio ready to teach and bill. Signing up starts a 30-day trial of the Professional plan with no card, and Harness opens a short welcome flow before you reach your calendar.

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Steps

The first two steps happen in the welcome flow, and the rest in Harness itself.
1

Tell Harness about your studio

The welcome flow asks for your profile, your studio details, your studio policy, and whether to turn on your sign-up form as Dynamic (Recommended) or Simplified. The policy and form can wait: choose I’ll do this later, or leave Enable Form off. A policy you paste goes live for families right away. Nothing saves until you click Open Harness at the end, so finish in one sitting. If you leave partway, you start again from the beginning.
2

Choose how you bill

The welcome flow ends with your billing preferences: your billing cycle, how often charges collect into an invoice, and your payment terms. Monthly is already picked. The flow doesn’t ask how much Harness automates. Every new studio starts on Draft for review, where Harness drafts each invoice and nothing reaches families until you send it.
3

Add your first student

You land on your calendar, where a welcome message points you to Add your first student. Before you click it, add a rate preset in Settings → Rate presets (open Settings from your name at the bottom of the sidebar). Without one, your first lesson has no price and marking attendance charges nothing. Add your first student opens the Add student form, which also sets up who pays. To let families sign up instead, turn on your sign-up form in Settings → Sign-up form, then share its link; it doesn’t work while the form is off.
4

Set their first lesson

The form’s last steps set the day, time, and how often the lesson repeats. The lesson is priced from your first rate preset. Leave Send welcome and portal invites to contacts ticked to invite the family to the student portal. If you’d rather wait, click Skip for now and make the lesson from the calendar later. Until then, the student stays inactive.
5

Connect Stripe (optional)

To let families pay invoices by card or bank, connect Stripe in Settings → Stripe & payouts. Online payments are on the Professional plan, and your trial includes them. Without Stripe, you record payments by hand.

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What you end up with

Your student’s lesson is on the calendar every week. When you mark attendance, the lesson is charged to the family’s account, and each billing cycle Harness drafts their invoice, which you check and send. When the trial ends, you choose to upgrade or stay on the Hobby plan, where you invoice by hand. Automatic reminders start off; turn them on in your invoice defaults if you want them. To see how the pieces connect, read Key concepts.