Everything you need to know to kick off your Business on AllTakes 🎉

Step 1: Build Your Business Presence  (storefront)

Think of your Business Page as a storefront, where people will be able to visit, learn more about you, and see all your offerings. Setting up a Business Page is the first step to making sure there is a convenient one-stop shop for everything you offer on AllTakes.

Welcome to AllTakes

Create your AllTakes account

Get your Business Page built

Step 2: Edit Your Business Page

Basics of Your Business Page

Set Up Your Online Presence

Step by Step Editing Instructions

Add Testimonials

Learn your AllTakes You Page

Business Page Background Images

Resize Your Business Page Logo

Step 3: Set up Your Offers

An Offer is where people can attend live sessions, check out resources, and engage in chat or video conversations with other participants in the offering. As a Coach, you may create an offering for a one-time session, a few-week-long course, a monthly support group, or anything that suits your offers. Everyone who signs up and gains access to an offer will be able to see all content shared, attend live sessions, watch past sessions’ recordings, and send chat messages.

Add an offer

Edit your first offer

Duplicate an offer

Add Content to an Offer

Organize Content in an Offer

Share Content from Your Offer

Export Members of an Offer

Pin Chats in your Offer Space

Add/delete offer managers

Delete an offer

Create Different types of Offers

Step 4: Run Your First RoundTable (live event)

A session is understood as a live event on AllTakes. Members of an offer will be able to attend all sessions hosted in it. When you add a session to an offer, its details will appear on the offer’s registration page for people to check out before they sign up. So if you plan to host live events in your offer, it’s a good idea to add these sessions in before sharing the offer link with others for registration.

Navigating the RoundTable: Your Ultimate Guide

Key features in the Roundtable

Add your first session

Edit session details

Discovery Calls

Step 5: Create your Paid Offer

Price your offer

Connect To Stripe

Step 6: Fill your Paid Offer

Now, it’s time to welcome people to your newly created Offer, so they can sign up.

Share the link to your Offer’s Registration Page

If you face any trouble or questions, please email support@alltakes.com.

 

Step 1: Build Your Business Presence (storefront)

Here is an example of a Business Page, with different offers and different sessions in each offer.

Welcome to AllTakes

Watch this short video introduction to the AllTakes platform.

1. Create your AllTakes account

Create an AllTakes account here, with the email address that you will use to manage your business on AllTakes and be in communication with the AllTakes team. Click “Sign Up” and fill out your info to create an account: alltakes.com/auth/login.

2. Get your Business Page built

Please fill out this Typeform, so we can get your Business Page built: alltakes.typeform.com/business-page

If you need to include clarification or additional requests, please email support@alltakes.com.


 

Step 2: Edit Your Business Page

Basics of your Business Page

Your Business Page is the first time people will officially “meet” your Business on AllTakes. You want it to represent you and the wonderful gifts you are offering, and it is completely customizable for you to do so.

Watch this short video on the Basics of Editing Your Business Page:

 

Because you want your Business Page to feel like it is completely you, watch this video for an example of Setting up your Online Presence to fit your style, aesthetic, and services:

Set Up Your Online Presence

 

Step By Step Instructions:

To edit the details of your Business Page, click the Edit Business button at the top of your Business Page.

Once you are in the Edit Business window, you can change the Name of your business, edit the Description, and change the Logo or Background Image for your business page.

You can also add Client Testimonials at the bottom of the Edit Business window.

Testimonials will show on the right hand side of your Business Page, underneath your Profile description. They are titled “Reviews”.

Learn your AllTakes You Page

When you log into AllTakes, you will be greeted by your You Page.

You can think of this as your home base, where you can see all the Offers and spaces that you own, recent chats sent for communities and Offers you belong to or own, and all of your upcoming sessions.

At the very top of your You Page, you will see all of your Upcoming Sessions. Click on 'View All Sessions' to expand this section and see all upcoming sessions. You can add the session to your calendar or join the session if it is currently occuring.

Underneath the Upcoming Sessions section, you will see your New Chats.

This section will display all your Offer spaces that have new chats in them. You can click directly to the Offer space by clicking on the pink chat icon or the name of the Offer space itself!

On the right side of your You Page, you'll see the "Businesses & Offers" section. This section lists your Business Pages and the Offers you own under each Business Page. Click on the Offer name to go directly to that Offer space.

Lastly, underneath the New Chats section you will see "Programs & Communities with no new activity". This will display communities and Offer spaces with no upcoming sessions or new chats. Click on the Offer name to go directly to that Offer space.

 

To edit your bio and profile picture shown on your Business Page, click on your photo in the upper right corner and select Profile from the dropdown. To see your Business Pages, select Your Businesses. To see your Offers, select Your Offerings.

Please email support@alltakes.com if you need to make any of these changes:

  • Delete your Business Page

If you need some inspiration for background images for your Business Page…

Consider checking out these resources:

If you need to resize the logo for your Business Page…

  • Follow these instructions to crop your logo in Fotor.

  • After you’ve cropped you logo, you can upload it in AllTakes!

 

Step 3: Set up your Offers

1. Edit your first Offer

When a Business Page is set up, you may notice that there is an Unlisted Offer on the Business Page. It's only shown to you until you mark it "Listed" from the offering’s Admin portal. It's there for you to edit details and make it ready to welcome members, or duplicate the offer to create new ones.

To edit any offer that you own, follow these steps:

Step 1: Click on the offer from your Business Page.

Step 2: Click “Admin

Step 3: Here, you may (1) update the offer’s name, description, and image, (2) list/unlist it from the Business Page, (3) open/close it for registration, and (4) pricing for the offer.

2. Add an Offer

Ready to add a new offer to your AllTakes business? It’s easy. Create a new offer and edit it as needed.

Step 1: Be sure you’re on the Business Page and click “Add Offer” under the description of the business.

Step 2: From here, you’ll be able to set a name and a personalized URL for your offering.

Step 3: Click “Confirm” to create your new offer. Directions will appear on your screen, allowing you to edit, and directing you to your new offer.

4. Duplicate an Offer

To create a similar offer to an existing one, you can duplicate the existing offer.

Here are the instructions for how to duplicate an offer: 

Step 1: Locate the offer you would like to duplicate from your Business Page

Step 2: Tap the menu (three little dots) in the upper right corner of the offer and click Duplicate. Directions will appear on your screen, allowing you to edit, and directing you to your duplicated offer. 

5. Add content to an Offer space

LIBRARY:

Your content Library is a place for your offer’s members to access content related to your offering. It can be a place to share information about your sessions, add related documents, or serve as the content members are joining to get, like recipes or video recordings. 

You can upload a large variety of files including PDFs, links, videos, images, and audio, as well as remove them. Contents show with the most recently uploaded file first. If you record a live session from the Roundtable, the recording will be available in the Library right after you stop recording!

 

ONETAKES:

OneTakes are short, vertical videos that you may upload to your offerings to welcome members, introduce yourselves, share tips, tricks, announcements, or anything you’d like them to watch. These videos can be a great way to introduce your offering as well, since people will be able to click on “Preview” and watch them before signing up for the offering.

Tips

  • Announce new content uploads in the Chat to let your community know it’s available to them. 

6. Organize Content in an Offer Space

You can organize content in your content library by creating individual folders and reordering items to your preferred order.

First, click “Library” in the content library space in your Offer.

Clicking this button will take you to the full Content Library page. You will see the “Create Folder” button and the “Upload Content” button at the top of the screen. Clicking the “Create Folder” button will create a new content folder, and clicking the “Upload Content” button will upload a singular piece of content. The side bar of the content library will display your content folders, which you can easily click between.

If you click on the three dot menu in the upper right corner of a singular piece of content, you will see several options, one of which is “Move to Folder”.

After clicking this button, you will be given a choice of which folder to move the file to. After choosing the folder, your file will move into that folder after clicking “Move”.

Next, you can reorder your singular pieces of content and content folders by clicking the “Reorder Items” button at the top of the content library.

When you click this button, you will be given the option to reorder your content. You can drag the content to its desired order with the hand icon on the right side or click to reorder your content using the arrows on the left hand side. Don’t forget to click “Confirm” to save your changes!

You can also reorder content inside of individual content folders as well, as shown below.

7. Share Content from an Offer

You can share the link to a piece of content from your offer very easily. Navigate to the piece of content you would like to share, and click on the three dots next to the content. Then, click the “Copy Link” button.

Once you have the link copied, you can share the individual piece of content and it will link directly to that content in your Offer space.

8. Export Members of an Offer

Here’s how to export all members of an Offer space.

First, click Members in the upper right corner of the Offer space.

Once you are on the Members page, click “Export Members” in the upper right corner.

A sheet will then download onto your device with a list of your Offer’s members.

9. Pin chats in your Offer Space

In your offer, you can pin any chat message to remain at the top of the chat screen. To pin a chat, click the three dots next to the chat you would like to pin, and click "Pin Chat"

Once you have pinned your chat message, it will display highlighted at the top of the full chat view and the regular chat view from the offer space, as seen below.

10. Add/delete offer managers

Adding additional managers to one of your offers is a great way to divvy up responsibilities or delegate work to your teammates. 

A manager has access to all the features in an offering that a coach/owner can access. Managers can add or edit scheduled sessions, upload or remove videos, add or edit content to the content library, and also add other managers. 

Below are instructions for how a coach can add or remove an additional manager to one of their offerings.

Step 1: Sign in to your AllTakes account and head to the offer for which you’d like to add or remove a manager. 

Step 2: Click on the Members menu item in the top right of the page. 

 
 

Step 3: From the Members page, find the avatar of the member for whom you’d like to add or remove as a manager. They will need to be a member of the offering in order to be a manager. 

Step 4: Tap on the 3 dots in the top right corner of their profile and click Add as Manager

A “Manager” badge will appear next to the name of the new manager once they’ve been added.

or Remove as Manager

Don’t worry, this is not a goodbye. Your former manager will stay in the offering as a member.

11. Delete an Offer

You may delete an offer either right on your Business Page, or inside the offering!

 

Step 4: Run Your First RoundTable (live event)

1. Add your first Session

To create a scheduled live session, follow these steps: 

Step 1: Click on the + button next to All Sessions

Step 2: Enter your session’s name, description, date, and time.

Step 3: Enter whether this is a one-time session or recurring weekly. If weekly, you can list how many weeks it should recur. 

Step 4: Click Save

You can also join an impromptu session at any time by clicking on Roundtable in the top right corner. Think of it as a meeting room that you and your members can walk in to chat at any time.

Reminder:

  • When you create or edit a session’s date and/or time, all members in your offering will receive an email notification about the update

2. Edit Session’s details

To edit a session’s details, follow these steps:

Step 1: Click on All Sessions

Step 2: Locate the session on the monthly calendar, then click on the Edit button (shaped like a pen) next to its name

Step 3: Edit and click Save

3. Discovery Calls

For those times when you want to run a discovery call or a one-off meeting, we've got you covered. Every business has their own personal meeting room, apart from your sessions’ Roundtable. Meeting rooms allow you to have group and one-on-one meetings for anyone with your link. You can even link your Calendly for easy booking!

For more information on how to set up your discovery calls and link Calendly to your business page, please visit our help article.

4. Key features in the Roundtable

Chat: Where people send and read messages during a live session. Chats that are sent during a video session at the Roundtable are separate from the chat of the Offer. They will disappear after the video session ends and not be in the chat of the Offer space.

Sad: Little sad cloud coming from you 😢😢😢

Woot: Confetti shower coming from you 🎉🎉🎉

Love: Little hearts coming from you 💕💕💕

Raise: Raise your hand or check who’s raising their hand (a number will appear on someone’s tile to indicate this too!)

Rooms: Create, manage, and close breakout rooms (learn more here)

Mic: Mute/unmute your microphone

Cam: Turn on/off your camera

Share: Share screen or share audio only (learn more here)

Record: Record the live session (recording will be available in the offer’s content library)

Setup: Choose camera, microphone, and speaker devices; set blur background; see your network connectivity; check out Support docs

Leave: Leave the session, or if you’re in a breakout room, there’s an option to just leave the breakout room

 

Step 5: Create Your Paid Offer

Price your Offer

Start earning income on AllTakes by adding a price to your offer. Here are instructions on how to manage pricing on your offerings:

Step 1: Log into AllTakes.com

Step 2: Navigate to the offering for which you’d like to manage pricing.

Step 3: Click Admin

Step 4: Toggle the button that says FREE to PAID

From here, you’ll be able to set the offer price and add any promotion codes that you’d like to offer your customers. To create a promo code, click Add promo code, enter the discount percentage, then click Generate code. You can then copy and paste the code to share with your audience who may be interested in signing up for the offering. They can enter it on the checkout page when they purchase your offering. 

Step 5: Click Save Details to make sure your price and/or promo codes are saved.

Now, your customers will see this new price when you share the registration page with them. 


Step 6: Share your Offer

Get the link to your offer’s Registration Page

Locate your offer on your Business Page, click on the 3-dot menu, and click Registration Link to view the Registration Page for your offering. Then, copy the link on your browser tab and share it with others!

If you have your offer open, say, alltakes.com/yourbusiness/youroffer, you may simply add /register to the end of that link to get to its Registration Page!

Put your links everywhere so that people know about your amazing offers!

Previous
Previous

Processing Payments & Refunds

Next
Next

Marketing Tips - market your offerings/sessions