Getting Started Guide
Complete guide to setting up your studio operations in StudioShopOS. Follow these steps to get your makerspace running smoothly.
Create Your Account
Sign up for your 7-day free trial. No credit card required. You'll receive a verification email to activate your account.
- Enter your email address on the sign-up page
- Verify your email address via the link sent to your inbox
- Complete the onboarding form with your studio information
- Access your dashboard to begin setup
Add Your Equipment
Register all equipment that requires booking, training, or usage tracking. This includes 3D printers, laser cutters, CNC machines, and other tools.
- Navigate to Equipment in your dashboard
- Click 'Add Equipment' for each piece
- Enter equipment name, type, and location
- Set booking rules (advance notice, duration limits)
- Configure usage tracking if needed
Set Up Members
Import or manually add your members. Configure membership tiers, payment methods, and access levels.
- Go to Members section
- Import from CSV or add manually
- Set membership tiers (if applicable)
- Configure payment methods
- Assign initial access levels
Create Training Tracks
Define training requirements for equipment. Members must complete training before booking or using equipment.
- Navigate to Training & Certifications
- Create a training track for each equipment type
- Add required modules (safety, operation, maintenance)
- Set certification requirements
- Configure automatic certification upon completion
Build Space-Specific Protocols
Create protocols for each space or equipment type. Protocols guide members through proper usage and safety procedures.
- Go to Protocols section
- Click 'Create Protocol'
- Use the visual builder to add steps
- Include checkpoints, photos, and notes
- Assign protocols to specific equipment or spaces
Configure Billing
Set up usage-based billing, membership subscriptions, and payment processing. Connect your Stripe account for automated payments.
- Navigate to Billing & Payments
- Connect your Stripe account
- Set usage rates for each equipment type
- Configure membership subscription pricing
- Set up credit systems if needed
- Test payment processing
Set Up Booking Rules
Configure booking policies, advance notice requirements, cancellation rules, and no-show policies.
- Go to Settings > Booking
- Set advance booking limits
- Configure cancellation policies
- Set up automatic reminders
- Define no-show penalties
Invite Your Team
Add staff members and assign roles. Configure permissions for different staff levels.
- Navigate to Staff & Roles
- Invite staff members via email
- Assign roles (Admin, Manager, Staff)
- Configure permissions for each role
- Set up approval workflows if needed
Next Steps
Once you've completed the initial setup, explore these resources:
Ready to run your studio like a professional operation?
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